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CI Financial

Canadian asset manager growing through acquisitions

Senior Business Systems Analyst

Business AnalysisUpdated on Nov 13
Full-timeToronto, ON, Canada

About the Job

Requirements

  • Extensive understanding of financial products, business processes, procedures, and best practices.
  • Strong experience in business systems analysis, requirements gathering, and documentation.
  • Proven ability to recommend and implement business process improvements.
  • Hands-on experience with JIRA for backlog management and agile project execution.
  • Deep knowledge of agile methodologies and experience working within cross-functional agile teams.
  • Expertise in User Acceptance Testing, including developing and executing test plans to validate functionality against documented requirements.
  • Strong focus on quality assurance to ensure successful implementation of solutions.
  • Proven ability to lead meetings, facilitate discussions, and communicate effectively with technical and non-technical stakeholders.
  • Strong verbal, written, and presentation skills.
  • Strong analytical and problem-solving skills with attention to detail.
  • Strong organizational and multitasking abilities to deliver high-quality work under pressure.
  • Ability to work independently and collaboratively as part of a team.
  • Experience with information systems and exposure to project management processes.
  • Solid business skills with the ability to bridge technology and business needs.
  • Seven years of hands-on experience in wealth management and technology solution delivery through the full development cycle, including requirements gathering, testing, and implementation.
  • A university degree in Computer Science and Mathematics, Commerce and Finance, Engineering, or equivalent industry-related business experience.

Responsibilities

  • Collaborate with project managers, business systems analysts, developers, and technical teams to identify, document, and manage business requirements and specifications.
  • Ensure business requirements are complete, correct, consistent, concise, and achievable, and secure sign-off from business owners.
  • Investigate, understand, and articulate business issues, processes, and opportunities, and recommend viable solutions.
  • Document new requirements as user stories in JIRA and maintain project documentation in alignment with the JIRA framework.
  • Establish and maintain partnerships with business users to determine optimal solutions for business and system needs.
  • Set stakeholder expectations and communicate complex concepts to non-technical audiences.
  • Organize and facilitate stakeholder meetings, documenting and following up on key actions and decisions.
  • Act as a liaison between business and IT teams, soliciting input from subject matter experts and ensuring alignment with business goals.
  • Support testing phases by developing and executing test plans and test cases to ensure high-quality implementations.
  • Verify test output, report critical issues, and coordinate resolutions with relevant teams.
  • Document test results and assist in the transition from project implementation to operational support.
  • Provide guidance and mentorship to junior Business Systems Analysts to support their analytical, technical, and communication skills development.
  • Contribute to team knowledge-sharing through best practices, documentation, and training initiatives.
  • Assist junior team members in refining requirements, improving documentation quality, and understanding Agile and testing methodologies.

About the Company

CI Financial

Canadian asset manager growing through acquisitions

CI Financial builds and runs investment management and wealth-advisory platforms through a network of subsidiaries that manage assets and provide investment products and advisory services to individuals and institutions. Its platforms are advisor-facing, helping independent financial advisors and RIAs offer mutual funds, managed accounts, and other wealth-management services. The company differentiates itself by growing through acquisitions, creating a large, integrated footprint in Canada and the United States. Its goal is to scale into a leading diversified financial-services group serving a broad adviser network, a strategy that culminated in Mubadala Capital taking the company private in 2024.

Company size
1,001-5,000
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1965

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