Job Description
What will you do?
Developing documents for IT applications, system specifications and test plans, according to existing standards and methodologies
Translate business needs, processes and procedures into a workable approach, articulating on specific needs or requirements by helping develop materials to drive alignment with various stakeholders
You will contribute to business development, operational & process efficiency, policy reviews, create and provide analytical insights and assist with change management and internal controls
Work closely with internal departments such as Portfolio Management, Compliance, and IT, as well as external parties such as brokers, custodians, and clearing agents
Use in-house applications to process trades and monitor settlement workflows. Leverage tools such as Eagle, Charles River, Bloomberg, and Excel for data analysis and reporting
Working closely with business architects and other technology staff to deliver project results while implementing risk analysis and meeting required deliverable
Support targeted ad hoc reviews through planning, execution, reporting, and analysis of high-risk issues, focusing on risks and root causes
Assisting with the design and execution of regulatory programs, which include risk and control identification/assessment, change management, and operational risk reviews
Work closely with teams to ensure materials are prepared and up to date for project updates, team presentations, etc.
Help benchmark ideas against various competitors in the market, understanding trends that are driving consumer preferences
Perform in-depth data analysis, examination, and reconciliation to flag discrepancies, start upstream inquiries, and prepare respective summaries
Complete due diligence on existing and prospect clients to fully understand a client’s source of wealth, and identify red flags to determine if a client is within or outside of our risk appetite
Assist in management of projects and initiatives for multiple stakeholders
Assist in the automation of KRI data collection by collaborating with data owners to streamline the process
What do you need to succeed?
Must have:
Excellent analytical and critical thinking skills, with high attention to detail.
Displays strong competencies in relationship management, collaboration, and time management
Excellent written and oral communication skill
Ability to think “big picture” while balancing smaller details
Interest in operational risk management and regulatory compliance within the financial services industry
Able to adapt to dynamic situations and can impact and influence outcomes
Nice to have:
Experience leading small projects or small/medium enhancements
Has successfully managed multiple small projects or initiatives simultaneously
Some experience working on projects with information technology components
Ability to collaborate with multiple stakeholders
💡 Quick Summary
Seeking a career-building opportunity? The 2026 Wealth Management, Summer Business Analyst position is now open for candidates interested in the Remote Jobs sector. This role in Toronto offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Remote Jobs is a plus.
