Senior Business Analyst, Investments & Operations (Consultant)

THE ROLE

As a Senior Business Analyst, you will engage with business partners to determine requirements for prioritized initiatives and perform various analyses to help determine solutions. This role will be responsible for collecting, analyzing and presenting different analysis materials for priorities identified by your business partner. This involves collaborating closely with multiple constituents and management across the Investment and Operations organization. You will have the opportunity to contribute to the analysis and development of cloud-based systems, tools, policies, and processes.

In a Senior Business Analyst role, you will collaborate with our team of analysts, technologists, project managers, and solution architects to ensure the successful implementation and delivery to the business teams. You will also help enhance the overall business analysis processes and skillsets to mature the business analysis craft within the organization.

Note: This is a independent consultant engagement opportunity until December 31, 2025.

This is a fantastic opportunity for an experienced, driven, and motivated business analyst to join a team of high performing professionals and make a significant impact.

This role is based in downtown Toronto under a hybrid work policy, with flexibility to work remotely and in-office (two days per week in-office).

SPECIFIC ROLE ASSIGNMENTS

As a Senior Business Analyst you will be working with various business partners to support the organizational strategic priorities within Investments and Investment Operations.

SPECIFIC ACCOUNTABILITIES

• Engage with business partners and vendors to identify requirements for key initiatives, including outcomes, objectives, scope, and functionality.
• Perform and present analysis with appropriate detail and quality (e.g., business and functional requirements, requirements traceability, workflows, data mapping, current/future state, etc.)
• Analyze and prioritize business requirements into various solution options by measuring and communicating the proposed benefits of options
• Formulate analysis into reports and make recommendations to the team
• Create visual representations to communicate complex concepts to various target audiences
• Create “user” type documentation (e.g., employer kits, internal procedure manuals, standard operating procedures and process documentation)
• Analyze existing processes and contribute to the improvement of current practices and processes by implementing recommendations in consultation with business partners
• Coordinate and prepare comprehensive executive-level insights and analysis
• Participate in testing activities as required (define approach, write test cases, execute test cases).
• Perform data analysis such as a data profiling, gap analysis, and validation as required
• Lead BA standards & practices and drive BA selection and planning activities
• Coach and mentor junior BA’s

QUALIFICATIONS & EXPERIENCE

• Undergraduate degree and 5-10 years of work experience in a business analysis role
• Proven business analysis skills in stakeholder management, facilitating requirement workshops, use case creation, and requirements documentation management
• Proficient in test scenario design, test case writing, and test management documentation
• Adept at process analysis, design, improvement and process flow documentation
• Experience in data migration projects to cloud based systems
• Comfortable with quantitative and qualitative data analysis and tools such (SQL, Python, R)
• Familiarity with relational databases (SQL Server)
• Proficiency in MS Office, analytical software, data analysis and visualization reporting techniques (PowerBI, Domo)

Nice-to-have:

• Passion for business analysis as a craft & demonstrated continuous learning in the field
• Previous experience in a Business Analysis lead role
• Certified Business Analysis Professional, CFA, process improvement methodology accreditation
• Previous experience on agile teams (i.e., Scrum/Kanban) and BA techniques (i.e., story mapping)
• Experience with tools such as Jira and Confluence

ROLE SPECIFIC QUALIFICATIONS & EXPERIENCE

The following will be considered strong assets where role specific assignments are applicable:

• Investments: investment lifecycle (private, public, passive/treasury), associated platforms, risk management
• Operations: transaction lifecycle, custodian integration, cash mgmt., compliance

ATTRIBUTES

• Ability to lead within ambiguity and organize work individually and within teams
• Strong analytical problem-solving skills (ability to structure problems and hypotheses)
• Curious mind who deep dives with questions to understand context & root cause (why, what, who)
• Digital-first mindset who envisions a 3-5 year user experience through current implementations
• Excellent communication skills, ability to communicate effectively at all levels within the organization and with external partners and stakeholders
• Ability to prioritize and manage multiple tasks in a time sensitive manner while maintaining quality of work
• Ability to work well under pressure and remain calm during high volume periods
• High degree of self-motivation and professionalism
• Excellent relationship building and conflict resolution skills
• Remains alert to new techniques for insights, analytics, and data visualization, and devises new ways of applying them

UPP enthusiastically welcomes applications from all qualified applicants and especially invites people with lived experience as an Indigenous person, a person with a disability or as a member of another Human Rights Code protected group that faces barriers to employment to apply. Our goal is to create a barrier-free experience for every candidate throughout the recruitment process, so if you require accommodation at any point during the process, please let us know so that we can make the appropriate arrangements.  It would be our honor to work with you to adapt our processes to ensure that you can meaningfully participate.

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