Business analyst_WEALTH TECH – Croesus

Job Title: Business analyst_WEALTH TECH

Location: Laval, QC

Job Description: Company DescriptionCroesus provides innovative, high-performance, and secure wealth management solutions that include portfolio management systems, portfolio rebalancing tools, and application programming interfaces (APIs). These solutions empower wealth management professionals to improve their productivity, enhance their client relationships, make informed decisions, and maximize the management of their assets under management. Croesus’s mission is to provide a superior experience to its clients, users, partners, and employees and to positively impact the community. With more than 200 employees in its Montréal, Toronto, and Geneva offices, Croesus has won several industry awards for being a high-quality solution provider and an outstanding employer.PositionWe are looking for a highly specialized business analyst in the field of portfolio management and investments. This position requires a deep and strategic understanding of financial markets, investment mechanisms and the complex intricacies of wealth management.Your role will be to transform expert financial knowledge into innovative technological solutions that address the most sophisticated portfolio and investment management challenges. You will act as SME (Subject Matter Expert) to Product Owners and development teams, while actively participating in product prioritization and strategy with Product Leaders.Manager: Vice-President, Head of ProductsSection 1: Portfolio management expertise

• Share in-depth market expertise when analyzing needs and defining solutions, particularly for aspects related to portfolio management;
• Evaluate the feasibility of proposed solutions and their potential impact on existing operations;
• Ensure that proposed solutions are in line with product vision and investment strategies;
• Carry out market analyses with a depth that goes far beyond superficial data;
• Contribute to product strategy by integrating expert financial perspectives.

Section 2: Analysis and documentation

• Carry out detailed analyses of the needs of portfolio managers and investment advisors, particularly with regard to complex portfolio management functionalities requiring in-depth market expertise;
• Document use cases to support technical teams and stakeholders.
• Section 3: Interdisciplinary collaboration
• Work closely with Product Managers (PMs) on agile development teams to translate user requirements into clear requests.

Section 3: Interdisciplinary collaboration

• Work closely with Product Managers (PMs) on agile development teams to translate user requirements into clear requests.

Section 4: Strategic support

• Identify real needs by interacting with customers, in contexts such as gathering feedback, conducting market research and supporting product demonstrations.
• Section 5: Vision and alignment
• Transform financial complexities into concrete technological solutions;
• Ensure that the solutions developed meet the most sophisticated challenges of portfolio and investment management.

RequirementsBilingualism required: French and English

• Education and experience
• Bachelor’s degree in business administration, finance, business intelligence or related field (Master’s degree in business administration is an asset);
• Certified Investment Manager (CIM MD)asset;
• Chartered Financial Analyst (CFA) asset;
• Canadian Securities Course (CSC) asset
• 7+ years of relevant experience demonstrating in-depth expertise in portfolio and wealth management.

Competencies

• Advanced understanding of financial products, markets and investment trends;
• Excellent knowledge of financial industry standards, including compliance and security aspects;
• Understanding of agile principles and practices;
• Excellent written and oral communication skills, in French and English;
• Ability to design optimal business models and technological solutions;
• Ability to analyze and solve complex problems;
• Strong organizational and time management skills;
• Ability to work independently and as part of a team;
• Proficiency in agile collaboration tools (Jira, Confluence, etc.).

Other informationWhy join Croesus ?

• À la carte vacations
• Annual salary + Corporate profit-sharing plan
• Hybrid work
• Sports program
• Gym available at our Laval head office
• Telemedicine + group insurance (super useful for the family 😉 )
• Group RRSP
• Proximity to Montmorency metro
• Ongoing training and development plan
• Referral bonus
• Indoor and outdoor parking & electric car recharging
• Access to bike sharing
• Croesus boutique
• Beautifully renovated and spacious office
• Complimentary breakfast every morning
• Weekly Happy hours, prepared by our Croesus Life Partner

Are you interested in this challenge? Do you believe you have the qualities and expertise required for this position? Please complete your application today.Although all applications are carefully analyzed, we will communicate only with those selected. Thank you for your interest in Croesus.Video

Company Name: Croesus

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