Business Analyst - Fidelity Wealth
Core
Business Analyst supporting Fidelity Canada's new Wealth Management division by delivering technology and process solutions for private wealth and high-net-worth client offerings.
Role type
Business Analyst (Wealth Management)
Builds
Technology and process solutions for private wealth and high-net-worth client offerings
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
Business requirements elicitation, Agile/Scrum, Stakeholder consultation, SDLC, BABOK methodology, Client onboarding and servicing, Portfolio and investment management concepts, Advisor workflows, Regulatory and compliance considerations
Preferred skills
IIBA certification, CSM, CSPO, Salesforce, JIRA, Confluence, Backoffice, TA & Dealer Operating Platforms
Technologies
Salesforce, JIRA, Confluence
Responsibilities
Business Analysis planning and monitoring, Requirements elicitation, collaboration, analysis, and design, Stakeholder consultation, business support, and readiness/testing activities
Seniority
Mid-level, hands-on IC