Who Can Apply
- Candidates must be legally authorized to work in Canada
Job Description
Insight Global is looking for a Business Systems Analyst (BSA) with strong Canadian Wealth Management expertise to support a major trading platform modernization initiative. This individual will partner with business and technology teams to gather requirements, analyze trading and portfolio management processes, and leverage AI tools to accelerate analysis and documentation.
Please Note: We may use artificial intelligence tools to assist with the screening, assessment, or selection of potential applicants for this position.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Required Skills & Experience
5+ years of Canadian Wealth Management experience.
Strong understanding of the trade lifecycle, including order initiation, rebalancing, trade desk operations, execution, and posting.
Knowledge of portfolio management concepts, including cash management, IPS, rebalancing, positions, market value, and performance metrics.
Experience eliciting and documenting requirements with business and technology stakeholders.
Hands-on use of AI tools (Copilot, ChatGPT, etc.) to improve productivity, research, or requirements gathering.
Experience working in Agile, Waterfall, and/or Hybrid environments
Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.