5+ years of experience in a business analysis role
Strong understanding of business principles across various functions
Familiarity with IT project methodologies and practices
Proven analytical and structured problem-solving skills
Experience in gathering and documenting functional and non-functional specifications
Clear and concise communication skills, both written and verbal
Excellent interpersonal skills and teamwork capability
Ability to adapt to change and perform under pressure
Responsibilities
Act as a liaison between business stakeholders and technical teams
Focus on the Unitrax recordkeeping and fund account administration ecosystem
Gather and document requirements for functional and non-functional specifications
Analyze business needs and propose effective solutions
Facilitate communication and collaboration among team members
Benefits
Opportunity to work in a dynamic wealth management environment
Engagement with a variety of business functions
Collaborative team culture
Potential for professional growth and development
Exposure to advanced financial technologies
Full Job Description
Job Description Job Description:
A Unitrax Functional Analyst (often titled a Functional Analyst, Business Systems Analyst, or Senior Analyst specializing in wealth management) acts as the bridge between business stakeholders and technical/development teams, focusing on the Unitrax recordkeeping and fund account administration ecosystem
Requirements
Required Technical Skills:
Equivalent combination of training and experience with a minimum of 5+ years of experience in a business analysis role.
Strong understanding of business principles and experience with a broad range of different types of business functions
Strong understanding of general IT project methodologies, processes and practices
Demonstrated analytical and problem-solving skills that rely on a structured approach to problem solving
Experience with requirements gathering and documentation of functional and non-functional specifications.
Communicates in a clear and concise manner, both written and verbal, that is appropriate for the audience
Excellent interpersonal skills and a demonstrated ability to work effectively in a team environment
Ability to adapt to change and perform effectively under pressure
Demonstrated ability to work both individually and as part of a team, plan and organize your own work, communicate effectively in writing and verbally in person or remotely, initiative, and attention to detail
Preferred Skills:
Working knowledge of Fundserv and Wealth is an asset
Experience with UNITRAX or Univeris is considered an asset
