Senior Business Analyst who drives complex, multi‑workstream initiatives to deliver data, analytics, and platform solutions for investment and capital‑mark

Title: Senior Business Analyst

Location: 100 Adelaide St W, Toronto (Hybrid - 4 days/week onsite)

Contract Length: 12 Months

Target Start: End of March

Interview Process: One in‑person interview (March 16-23)

Role Overview

We are seeking a Senior Business Analyst to join the Program Management & Delivery team supporting Platform Engineering, AI, and Advanced Analytics. You will play a key role in delivering the products, platforms, and capabilities that allow Investment teams to analyze investment opportunities, make decisions, and optimize the portfolio. The team requires a strong BA capable of operating independently with minimal oversight. You will collaborate closely with Capital Markets, Private Equity, Infrastructure, Growth Equity, Ventures, Finance, and Risk & Compliance teams, as well as data engineers, Power BI developers, data scientists, and enterprise technology partners. You will support large-scale transformational initiatives, day‑to‑day project delivery, and priority workstreams and other capital/ private markets projects.

Must‑Have Qualifications

• 5+ years as a Business Analyst working with complex, interconnected systems.
• Ability to independently manage projects with minimal oversight.
• Strong communication and stakeholder management skills with business + technical teams.
• Ability to gather, translate, and document requirements in multiple formats.
• Experience working on large programs or multi‑workstream environments.
• Strong understanding of process analysis and systems analysis.
• Ability to run workshops, design sessions, and stakeholder reviews.
• Foundational knowledge of financial services or capital markets.
• Experience supporting investment, private markets, or capital markets initiatives preferred.
• Comfortable analyzing data, system interactions, and integration patterns.
• Ability to develop test plans and execute UAT/performance testing.

Nice‑to‑Have Qualifications

• Exposure to AI initiatives, models, or language models.
• Experience working with data scientists or data engineering teams.
• Knowledge of investment systems (Capital Markets, Private Markets, etc.).
• CBAP certification.
• Bachelor’s degree in a scientific or engineering discipline.
• Experience using Power BI or supporting analytics-driven platforms.
• Experience within pension funds, asset management, or large financial institutions.
• Strong relationship-building track record across business units.

What You Will Do

Technical Responsibilities

• Document existing business processes and identify opportunities for automation and efficiency.
• Analyze current systems’ functionality, data, and integrations across the enterprise ecosystem.
• Develop detailed product requirements using user stories, use cases, data flow diagrams, and requirements documentation.
• Lead design review sessions to ensure clarity of requirements for development teams.
• Investigate issues, evaluate solution options, and provide recommendations.
• Define and execute business test plans, including performance and integration testing.
• Support automated regression testing efforts.
• Engage with Power BI devs, data scientists, and investment teams for research, integrations, and technical support.

Organizational & Delivery Responsibilities

• Support the Program Manager and Delivery team to meet milestones and roadmap goals.
• Work independently on initiatives that may not have dedicated Project Managers.
• Operate within a hybrid Agile/Waterfall environment.
• Communicate effectively across product managers, analysts, data engineers, infrastructure, security teams, architects, and senior leadership.
• Lead change impact assessments and communicate outcomes to stakeholders.
• Identify opportunities to improve processes and delivery execution.
• Manage multiple projects concurrently (typically 2-3 active initiatives).
• Serve as a liaison between business and technical teams.
• May act as project manager on small initiatives.