Senior Lead Business Analyst - Wealth Management

Requisition ID: 210307

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

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

We are looking for an accountable and driven Senior Lead Business Analyst to join Global Wealth Management Technology (GWMT) – where we develop and modernize the technology that powers the Global Wealth Management business lines. GWMT consists of departments with high performing agile teams working closely together to deliver, support, and maintain the many applications and ecosystems within Global Wealth.

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

• Communicate and Align with Stakeholders: Effectively communicate with business functions, development, and quality assurance teams to align technology solutions with business needs.
• Gather and Document Business Requirements: Lead and support the understanding and documenting of business needs through Agile methods such as user stories, acceptance criteria, definition of done, etc.
• Understand and Build Workflows: Work to understand complex business processes and system flows to help build workflows supporting target operating model execution.
• Support Data Collection and Analysis: Collect and perform analysis on financial data sets to support decision-making.
• Drive Quality: Have a keen attention to detail to enable collaboration with development and quality assurance teams to ensure high quality of systems being deployed.
• Drive Accountability: Ensure your deliverables are completed on time and with quality, while helping drive execution with internal and external stakeholders.
• Challenge the Status Quo: Propose solutions and alternatives to internal and external stakeholders to enable the most effective process and requirement to be implemented.
• Design and Build Solutions: Support the build out of technical solutions in collaboration with key stakeholders such as solutions / business architects, technical leads, etc.
• Continuously Improve: Aid in the continuous improvement of business and technical processes through prior experiences and best practice adoption.
• Mentor Team Members: Play a role in mentoring more junior team members to support career growth and delivery milestones.
• Lead Complex Projects: Oversee large-scale projects from inception to final implementation.

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

• 7+ years of practical business analysis and management experience within a financial services firm, building out best practices and frameworks and leading large-scale projects.
• Strong Communication: Ability to convey information in written (business requirements) and verbal form (meetings / presentations) and collaborate with multiple teams.
• Strategic Planning: Ability to contextualize the bigger picture across the business landscape to set a strategy and execute on that plan across projects and products.
• Demonstrated Delivery Experience: Ability to drive the execution of deliverables across the team through strong time management, organization, and communication skills.
• Strong Proficiency in Workflow Mapping: Ability to understand complex, cross-departmental business workflows and document using workflow tools (MS Visio).
• Excellent Understanding of Wealth Business and Data: Knowledge of how the Asset Management and Wealth Management business operates and key concepts, such as:
  • Master Data Management (Security, Client, Position, Transaction, etc.)
  • Client Lifecycle Management (Onboarding, Servicing, etc.)
  • Client Reporting & Portal
  • Investment Performance & Benchmarking
  • Portfolio Management (Asset Allocation, Risk Management, Rebalancing, etc.)
  • Trading Lifecycle (Order Management, Execution, Settlements, etc.)
  • Investment Operations (Reconciliation, Trade Support, Account Servicing, etc.)
• Proficiency in Data Analysis: Ability to understand data models and structures, query databases (SQL), analyze, map, and summarize large data sets to support decision-making.
• Flexibility and Accountability: Ability to prioritize and work across multiple initiatives as a team member to deliver on assigned tasks on-time and with quality.
• Agile Experience: A solid understanding and demonstrated ability to deliver on projects and products in an Agile manner (Scrum, Kanban, etc.).
• Proficiency in Key Tools an Asset: Tools to productively deliver such as:
  • Workflow Mapping (ex. Microsoft Visio)
  • API Querying Tools (ex. Postman)
  • Database (ex. SQL/SMSS)
  • Productivity Tools (ex. MS Excel, PowerPoint, Word)
  • Collaboration (ex. JIRA / Confluence)
• Education: Bachelor’s degree in Finance, Information Technology, Business Administration, Economics, or a related field is preferred. A Master’s degree or relevant certifications (e.g., CFA) is a plus.

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!

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, please click here. 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.