Lead requirements gathering for new features and enhancements on our portfolio construction platform
Collaborate with technology and business teams to deliver high-quality solutions to complex business problems
Bring curiosity and a questioning mindset—always asking about the why and the value behind new features or enhancements
Contribute to improving systems analysis and product owner practices across a global team
Mentor junior systems analysts when opportunities arise
Actively engage and collaborate with all team members

Requirements

Bachelor’s or Master’s degree in Computer Science, Management Information Systems, Business Information Systems, Mathematics, or Finance-related fields
Proven experience as a systems analyst delivering software using Agile development practices
Strong analytical skills with a track record of delivering complex technology projects
Excellent interpersonal, relationship management, and facilitation skills with a collaborative work style
Ability to establish and maintain trusted relationships with business and technology partners
Comfortable discussing trade-offs with business stakeholders
Experience defining clear and concise requirements for portfolio management, trading, and/or research applications
Familiarity with Oracle/SQL and other languages (e.g., Java, R); willingness to read/analyze code for analysis purposes
Understanding of application technology and software architecture
Experience coordinating and running User Acceptance Testing (UAT) sessions and developing content for end-user training
Financial services industry experience required; Managed Accounts/Wealth Management expertise from a business or technology perspective is a plus
Excellent written and verbal communication skills with both business and technical teams across the organization

Benefits

Paid time off based on employee grade (A-F), defined by policy: Vacation: 12-25 days, depending on grade
Company paid holidays
Personal Days
Sick Leave
Medical, dental, and vision coverage (or provincial healthcare coordination in Canada)
Retirement savings plans (e.g., 401(k) in the U.S., RRSP in Canada)
Life and disability insurance
Employee assistance programs
Other benefits as provided by local policy and eligibility

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills

systems analysisAgile developmentanalytical skillsrequirements gatheringOracleSQLJavaRUser Acceptance Testingsoftware architecture

Soft skills

interpersonal skillsrelationship managementfacilitation skillscollaborative work stylecommunication skillsmentoringcuriosityquestioning mindsettrust buildingtrade-off discussion

Certifications

Bachelor’s degreeMaster’s degree