Business Analyst at Affinity

On behalf of our client, Affinity is seeking a Business Analyst who will support a diverse portfolio of strategic, technical, and regulatory initiatives across multiple business domains. You will collaborate closely with business stakeholders, subject‑matter experts, technology partners, and external vendors to understand problems, analyze processes, and define clear, actionable requirements that enable effective solution design and delivery.

This role blends business analysis, technical analysis, and cross‑functional coordination. You will help translate business objectives into solutions that enhance advisor and client experiences, strengthen operational efficiency, and advance the firm’s transformation priorities.

Core Responsibilities

• Lead discovery and analysis activities to define business, functional, and non‑functional requirements across a range of initiatives.
• Develop high‑quality BA deliverables, including process maps, workflow diagrams, business requirements, use cases, epics/user stories, acceptance criteria and data mappings.
• Facilitate workshops, interviews, and working sessions with stakeholders at all levels to define, validate and refine business requirements
• Conduct gap analysis, feasibility assessments, and impact analysis across systems and business processes.
• Collaborate with architects, developers, QA, and SMEs to support solution design, test planning, UAT, and implementation.
• Support change management, readiness planning, and post‑implementation validation activities.
• Document complex end‑to‑end workflows across client‑facing, operational, and system‑driven processes.
• Partner with SMEs to define requirements that enhance process efficiency, control, usability, and data accuracy.
• Support initiatives involving integrations with internal systems and third‑party vendors.
• Identify and clarify cross‑team dependencies, ensuring handoffs and responsibilities are well defined and understood.
• Support initiatives involving workflow automation, service request management and enterprise platforms such as Service Now or comparable workflow solutions

What Success Looks Like In This Role

• You build strong, trust‑based relationships with business partners, technology teams, and external vendors to drive shared understanding and alignment.
• You communicate clearly and proactively, ensuring stakeholders stay informed, engaged, and confident in delivery progress.
• You consistently bring clarity to complex or ambiguous problems by asking the right questions, synthesizing information, and translating business needs into well structured requirements.
• You regularly look for ways to streamline processes, strengthen controls, improve client and advisor experiences, and advance the firm’s transformation goals.
• You adapt quickly to shifting priorities and remain grounded, organized, and solutions‑focused in a fast‑paced environment.
• You balance strategic thinking with hands‑on execution, producing high‑quality deliverables while identifying opportunities to streamline process and improve user experience.
• You demonstrate curiosity, ownership and initiative by anticipating risk, surfacing dependencies and driving issues to resolution
• You contribute to efficient, low‑rework delivery by defining accurate requirements, supporting testing and validation activities, and partnering closely through implementation.
• You help ensure solutions meaningfully improve advisor and client experiences.

Expertise You Bring

• Ability to concurrently work across multiple projects in a dynamic, high‑accountability environment.
• Proficiency with JIRA, Confluence, Visio, and Microsoft Office.
• Comfort analyzing data using Excel, SQL, or equivalent tools to validate requirements and support decision‑making

Top Skills Necessary

• Financial Services experience - 3-5+ years supporting front-, middle-, and back‑office functions in the financial services industry such as wealth management platforms, advisor and regulatory workflows, account servicing, onboarding, financial reporting, trading, portfolio management, or investment operations.
• Requirements and Process Analysis - 3 – 5+ years of proven experience as a Business Analyst including gathering business requirements, facilitating workshops, creating process maps, documenting user stories, and producing end-to-end BA deliverables.
• Stakeholder Management - Ability to engage advisors, operations teams, technology teams, compliance, and external vendors to drive consensus and solution definition.
• Agile Delivery Experience – 3+ years of experience creating user stories, acceptance criteria, backlog items, and supporting testing/UAT within Agile environments.
• Process Improvement and Transformation - Track record identifying process inefficiencies and supporting workflow automation, operational improvements, and digital transformation initiatives.

Affinity Earn

Know someone who’s great for this, or any of our open roles? Earn up to $4,000/year for each successful referral through Affinity Earn. You can also earn up to $50,000 for helping us find new clients. Learn about our referral program at https://affinity-group.ca/earn/ or browse our jobs & follow us at https://www.linkedin.com/company/affinity-staffing/jobs/

About Affinity

Affinity Group is a technology and business consulting and services company. We believe in creating long term relationships between clients and consultants that foster a mutually beneficial partnership. Affinity is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment is decided on the basis of qualifications, merit and business need.

For more information on Affinity, please visit www.affinity-group.ca

Job Number: 14014