Senior Business Analyst (Wealth/Asset Management)

Job title:

Senior Business Analyst (Wealth/Asset Management)

Company

Picton Mahoney Asset Management

Job description

Senior Business Analyst (Wealth/Asset Management)Great Place to Work™ 2020, 2021, 2022, 2023 | Best Workplaces™ in Financial Services & Insurance 2020, 2021, 2022, 2023 | Best Workplaces™ for Mental Wellness 2023 | Best Workplaces™ for Giving Back 2022 | Best Workplaces™ for Women 2021 | Best Workplaces for Inclusion 2021 | Best Workplaces™ in Ontario 2020 and 2021Our CompanyPicton Mahoney Asset Management (“PMAM”) was founded in 2004 to provide unique investment solutions to institutional, retail and high net worth investors in Canada and around the world. We are proud to say that we are 100% employee-owned and manage approximately $9.6 billion in sub-advisory, pension plan and hedge fund assets on behalf of our clients. The core values at Picton Mahoney guide the employee experience and contribute to the culture which fosters strong, transparent relationships.Why Work at Picton Mahoney?Picton Mahoney Asset Management is a place where employees can be proud of building a rewarding career that offers growth and the opportunity to evolve within a supportive culture that focuses on professional development. Over the years, we have learned from feedback and have developed strategies and programs that enhance employee engagement and improve the employee experience. As our values state: We work together; fully engaged and aligned. We support each other, and our actions contribute to the strategic goals of our firm. We believe in integrity and always “doing the right thing” for our clients, colleagues, and the firm. We believe in the concept of “unity in diversity” and are driven by a collaborative spirit to achieve our goals. We are committed to performance, excellence and winning. At Picton Mahoney, “stepping up” is an action, not a thought, which results in the development and implementation of those ideas. We prioritize growth and innovation and accept full responsibility for personal performance and results. We believe in being open when providing and receiving feedback, because it makes us better at what we do best.The Opportunity
We are seeking a candidate to join our Digital Product Management team as a Senior Business Analyst. In this pivotal role, you will be responsible for providing comprehensive business and product support. Your primary focus will involve collaborating with various teams, including Compliance, Portfolio Construction, Sales Operations, and Technology to ensure seamless daily operations. You will work closely with business partners to facilitate the development of intricate business requirements and engage in solution design discussions and testing to meet project requirements through daily scrums, sprint reviews, and backlog refinement. You will actively participate in key Agile/Scrum rituals.Responsibilities of the Role

• Collaborate with business stakeholders to gather requirements and create illustrative examples to clarify understandings and challenges.
• Conduct data analysis to support requirements; review specifications with business stakeholders and obtain development approval.
• Work closely with the development team to facilitate technical design, create system specifications, and agile stories.
• Lead story grooming sessions, provide clarifications as needed, and approve QA test cases.
• Assist in test case development, review, execute part of test cases, and support stakeholders during testing activities.

The Qualifications and Experience Required

• Bachelor’s degree or higher in finance, accounting, economics, business administration, or a related field.
• 5+ years of professional experience implementing technology solutions within an asset management firm.
• Prior experience in wealth management, capital markets, and market data is preferred.
• Excellent communication skills with the ability to interact confidently at all organizational levels, internally and externally.
• Strong presentation and writing skills.
• Proficiency in business and data analysis.
• Technical expertise in databases and SQL writing.
• Experience in the financial domain, especially in asset management.
• Familiarity with Agile environments.
• Proficiency in project tracking tools, process modeling, and drawing tools.
• Highly organized, self-motivated, and capable of managing multiple related initiatives simultaneously.

Our Commitment to EmployeesAt Picton Mahoney Asset Management, we take pride in elevating our employees’ experiences through an array of exceptional perks and programs. Enjoy a suite of benefits including Corporate Wellness & Fitness Reimbursement, Women in Capital Markets partnership, Women Executive Membership, Volunteer Days, Charitable Matching, Maternity and Parental Leave Top-Up, Peer Performance Recognition Awards, Semi-Annual Performance Bonuses, a generous Annual Vacation Entitlement (minimum of 15 days/year), Tuition Reimbursement, Extensive Medical & Dental Benefits, Healthcare Spending Account, and more. These offerings are crafted to enhance your career journey and overall well-being. Join us in an environment that values your growth and success!Picton Mahoney Asset Management is proud to be recognized by Great Place to Work® as a 2021 “Best Workplaces for Inclusion” and 2021 “Best Workplaces for Women”. We are committed to providing an equitable and fair work environment for everyone and all hiring and other personnel actions will be taken without regard to race, colour, creed, religion, sex, disability, gender identity, gender expression, family status, age, language or national origin. If you require an accommodation at any point in time throughout the application and hiring process, please contact Human Resources at (416) 955-4108 or at .

Expected salary

Location

Toronto, ON

Job date

Wed, 12 Jun 2024 07:02:25 GMT

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