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Scotiabank Business Analyst Advisory - Charles River Investment Management System in Toronto, Ontario

Business Analyst Advisory - Charles River Investment Management System

Requisition ID: 219080

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

We are seeking an experienced Business Analyst in Scotiabank’s Global Wealth Engineering division.

Is this role right for you? In this role you will:

  • Work closely with portfolio managers, traders, compliance, operations and support teams to enhance system functionalities within Charles River.

  • Collaborate with IT and vendors on system enhancements, upgrades, and troubleshooting issues.

  • Capturing and lead the functional requirements in the form of user stories

  • Maintain and communicate application changes and issues to key stakeholders

  • Support the customization and ongoing maintenance of Charles River to align with business needs.

  • Analyze trade workflows, compliance rules, and operational processes to identify areas for efficiency improvements.

  • Generate reports and insights to support decision-making and regulatory compliance.

Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have:

  • Experience with Charles River Investment Management System(CRIMS) is strongly preferred

  • Over 7 years of experience as a Business Analyst or Business System Analyst in the wealth management, asset management or related financial industries

  • Proficient in gathering business, user, and system requirements and capturing them in agile user stories using agile best-practices

  • Experience with complex investment systems

  • Preferred experience in Canadian Wealth Management

  • Familiarity with Wealth Management systems such as Client Accounting (Custodian) (Book of Records), Portfolio Performance, Transaction History, and Investment/Order Management

  • Skilled in leading requirements gathering and documenting high-level business requirements

  • Experience in drafting Agile Epics, Features, and User Stories

  • Proficient in conducting stakeholder interviews and facilitating meetings

  • Excellent written and verbal communication skills, adaptable to both management and technical audiences

  • Strong problem-solving skills with the ability to perform systems and business root-cause analysis

  • Advanced SQL skills for extracting and interpreting data from various systems

  • Ability to work with multiple investment systems to gather data and support recommendations

  • Self-motivated and capable of leading requirements gathering and other activities independently

  • Mentor and guide junior Business Analysts, ensuring best practices in business analysis and system support.

What's in it for you?

  • Diversity, Equity, Inclusion & Allyship - We strive to create an inclusive culture where every employee is empowered to reach their fullest potential, respected for who they are, and are embraced through bias-free practices and inclusive values across Scotiabank. We embrace diversity and provide opportunities for all employee to learn, grow & participate through our various Employee Resource Groups (ERGs) that span across diverse gender identities, ethnicity, race, age, ability & veterans.

  • Accessibility and Workplace Accommodations - We value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. Scotiabank continues to locate, remove and prevent barriers so that we can build a diverse and inclusive environment while meeting accessibility requirements.

  • Upskilling through online courses, cross-functional development opportunities, and tuition assistance.

  • Competitive Rewards program including bonus, flexible vacation, personal, sick days and benefits will start on day one.

  • Dynamic Ecosystem - Free tea & coffee, universal washrooms, and lots of space for team collaboration.

  • Community Engagement - No matter where you choose to work from; we offer opportunities for community engagement & belonging with our various programs such as hackathons, contests, cooking with friends, Humans of Digital and much more!

Working location condition: Hybrid

#LI-Hybrid

Location(s): Canada : Ontario : Toronto

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, pleaseclick here (https://www.scotiabank.com/careers/en/careers/technical-support-for-applicants.html) . Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

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