Skills

Communication Leadership Problem Solving Jira Risk Management Sales Gap Analysis Confluence

Job Specifications

Title: Wealth Management Business Analyst

Location: Toronto, ON (Hybrid, 2-3 days onsite)

Duration: 6+ Months (Possible extension)

Summary

We have an immediate need for Business analysts specifically around using agentic AI for centralized Operational & Support groups to enhance their workflows.

Key Responsibilities:

Ability to build and manage relationships with senior leaders providing thought leadership for informed decision making
Ability to collaborate and guide discussions on approach, scope, etc. with various stakeholders.
Collaborate with cross-functional teams, including sales, product, analysts, legal, PR, development, QA, etc. to deliver accurate positioning and storytelling of products and solutions.
Lead Workshops, elicit and document business requirements in order to construct personas, identify user profiles, and write requirement documents both as user stories and in waterfall formats.
Translate and break down complex business concepts into specific actionable requirements including reporting/dashboard views for senior management.
Ability to work on process mapping and gap analysis by documenting the current state and future state workflows
Support user acceptance testing (UAT), scenario modeling, and reporting requirements

Must haves

8+ years of experience as a Business Analyst gathering requirements for Wealth Investment, insurance underwriting, portfolio risk management or banking sector; familiar with onboarding/offboarding/client profile/account set up concepts
Must have in-depth knowledge of gathering Data and functional requirements for automating workflows or agentic AI capabilities
Proficiency in MS Office Suite (Excel, PowerPoint, Outlook, Word, JIRA/Confluence, AI assistants/prompting)
Excellent written and verbal communication skills for productive discussions, requirements gathering, and problem solving.

About the Company

Welcome to SPECTRAFORCE, your gateway to NEWJOBPHORIA(tm)! Established in 2004, SPECTRAFORCE is now one of the largest and fastest growing U.S. staffing firms renowned for its exceptional client service, SPECTRAFORCE's innovative A.I.-powered talent acquisition platform and proven methodologies set us apart in the industry. We offer a comprehensive range of services including Contingent, Permanent, and Statement of Work (SOW) staffing solutions. Our expertise extends across multiple sectors such as Technology, Financial Se... Know more