About this role
Business Analyst (Charles river or OMS)
Role is on-site and 4 days a week in office.
Toronto,ON
Project Description:
We are seeking a Technical Business Analyst with Buy-Side experience and strong expertise in portfolio management and trading lifecycle. The successful candidate will act as a bridge between business stakeholders, product owners, and technology teams, ensuring effective delivery of initiatives in an agile environment.
BA who is more focused working with Front Office and Portfolio Management Systems from a Portfolio Manager perspective. For example, entering orders to balance or hedge portfolios; life cycle of a variety of asset classes.
Responsibilities:
• Business Analysis & Requirements Gathering
• Engage with portfolio managers, middle office, and trading desks to capture and analyze business needs.
• Translate requirements into clear functional specifications, process flows, and user stories with acceptance criteria.
• Partner with the Product Owner to refine and prioritize the backlog in line with strategic objectives.
• Support delivery of solutions that strengthen efficiency, transparency, and compliance in collateral processes.
• Review source-code to validate and/or extract process workflows
• Track progress, remove blockers, and promote agile best practices.
• Break down stories into sizable pieces for Sprint length
• Drive continuous improvement within the team.
• Stakeholder Management & Delivery
• Act as a key liaison between business stakeholders and technology teams.
• Ensure timely delivery of features and initiatives, highlighting risks and dependencies.
• Communicate status updates and findings clearly to senior management and stakeholders.
Mandatory Skills Description:
• Deep buy-side front-office experience, including direct work with Portfolio Managers, portfolio construction and rebalancing, order management, holdings and positions management, and hands-on experience with buy-side OMS/PMS platforms such as Charles River
• Capital markets
Nice-to-Have Skills Description:
o Strong data analysis skills, including ability to query, validate, and interpret datasets.
o Familiarity with portfolio management systems such as Bloomberg, Charles River, Blackrock Aladin.
o Agile certification (CSM, PSM).