Technical Systems Analyst Canadian Wealth &asset

Job summary

Partner with business, product, technology, operations, compliance, and vendor teams to define requirements, document workflows and system interfaces, and analyze wealth applications and dependencies. Support solution delivery from design through testing, release, and operational transition, while providing Level 2/3 production support and improving controls, data quality, automation, and resiliency.

Job details

Qualifications and Technical Skills • 8+ years of experience as a Technical Systems Analyst, Systems Analyst, or Business Systems Analyst, preferably within Canadian banking, wealth, asset management, brokerage, or investment operations. • Strong knowledge of Canadian wealth products and processes, including equities, fixed income, mutual funds, ETFs, managed portfolios, RRSP, RRIF, TFSA, RESP, FHSA, client onboarding, KYC/KYP, suitability, trading, settlement, holdings, fees, performance, and reporting. • Experience eliciting and documenting business, functional, technical, data, integration, security, and non-functional requirements, user stories, acceptance criteria, and process flows. • Hands-on SQL skills for data analysis, reconciliation, testing, and production issue investigation. • Experience with REST/SOAP APIs, JSON/XML, batch and event-driven integrations, file transfers, and middleware such as MuleSoft, Kafka, Boomi, TIBCO, or SnapLogic. • Knowledge of Agile delivery, Jira, Confluence, SDLC, testing, release management, and production-support practices. • Awareness of CIRO/CSA requirements, Client Focused Reforms, NI 31-103, privacy, AML, audit, and operational-risk controls. • Strong analytical, troubleshooting, communication, stakeholder-management, and vendor-coordination skills. • Experience in working Jira, confluence etc. tools and agile delivery methodology. Key Responsibilities • Partner with business, product, architecture, engineering, testing, operations, compliance, and vendor teams to define solution requirements and impacts. • Lead discovery and process walkthroughs; document user stories, system specifications, data mappings, interfaces, business rules, controls, and traceability. • Analyze wealth workflows, applications, databases, APIs, batch jobs, and upstream/downstream dependencies to identify gaps, risks, and solution options. • Support solution design, backlog refinement, testing, defect resolution, data conversion, release readiness, cutover, and transition to operations. • Provide Level 2/3 support for business-critical wealth applications, including monitoring, incident triage, SQL/log analysis, root-cause analysis, vendor coordination, and service restoration. • Maintain process, interface, runbook, and support documentation and recommend improvements to controls, data quality, automation, resiliency, and operational efficiency.

What you’ll do

Partner with business, product, technology, operations, compliance, and vendor teams to define requirements, document workflows and system interfaces, and analyze wealth applications and dependencies. Support solution delivery from design through testing, release, and operational transition, while providing Level 2/3 production support and improving controls, data quality, automation, and resiliency.

Requirements

Requires 8+ years of systems analysis experience, preferably in Canadian banking, wealth, asset management, brokerage, or investment operations, with strong knowledge of Canadian wealth products and processes. Candidates should have hands-on SQL and integration experience, familiarity with Agile, Jira, Confluence, SDLC and production support, and awareness of relevant Canadian regulatory and operational controls.

Listed skills

• SQL · Preferred
• Jira · Preferred
• Troubleshooting · Preferred
• Stakeholder Management · Preferred
• Regulatory Compliance · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Canadian Wealth Management
• Requirements Elicitation
• Systems Analysis
• SQL
• REST/SOAP APIs
• JSON/XML
• Data Mapping
• Systems Integration
• Agile Delivery
• Jira
• Confluence
• Testing
• Production Support
• Troubleshooting
• Stakeholder Management
• Regulatory Compliance

Job areas

• Technology
• Finance & Accounting
• Data & Analytics
• Software

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