Canadian Wealth Management Analyst
Insight Global (United States)
Apply Canadian Wealth Management expertise to trading platform modernization as a Business Systems Analyst with strong requirements skills.Insight Global seeks a Business Systems Analyst with five-plus years of Canadian Wealth Management experience. You will partner with business and technology stakeholders, analyze trading and portfolio processes, and document requirements. The work includes Agile, Waterfall, and Hybrid environments.Key Responsibilities:
Support a major trading platform modernization initiativeElicit requirements from business and technology stakeholdersDocument requirements for trading platform changesAnalyze trading and portfolio management processesUse AI tools to accelerate analysis and documentationRequirements:
Five-plus years of Canadian Wealth Management experienceStrong understanding of the complete trade lifecycleKnowledge of portfolio management concepts and metricsHands-on experience with Copilot, ChatGPT, or similar toolsExperience in Agile, Waterfall, or Hybrid environmentsBring wealth management, requirements analysis, trade lifecycle, and AI tool experience to Insight Global's modernization initiative.
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Support a major trading platform modernization initiativeElicit requirements from business and technology stakeholdersDocument requirements for trading platform changesAnalyze trading and portfolio management processesUse AI tools to accelerate analysis and documentationRequirements:
Five-plus years of Canadian Wealth Management experienceStrong understanding of the complete trade lifecycleKnowledge of portfolio management concepts and metricsHands-on experience with Copilot, ChatGPT, or similar toolsExperience in Agile, Waterfall, or Hybrid environmentsBring wealth management, requirements analysis, trade lifecycle, and AI tool experience to Insight Global's modernization initiative.
#J-18808-Ljbffr
Vacancy posted 1 hour ago
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