Senior Business Analyst

d1g1t•Toronto, ON

3d•CA$65,000 - CA$85,000•Hybrid

About The Position

d1g1t is seeking a Business Analyst to join its client service teams. These teams are responsible for implementation and support of the d1g1t enterprise wealth management platform, offering expertise in client business, wealth management, financial modeling, d1g1t platform usage, data analysis, system architecture, integration, and IT. The role focuses on providing operational and administrative support to existing clients. The ideal candidate is motivated, a team player, eager to learn and grow, and wants to make an impact. This is a unique opportunity to join a rapidly growing team building a product from the ground up, working directly with sophisticated clients in the wealth management sector.

Requirements

Undergraduate degree in quantitative, business, or engineering field
1-5 years of relevant experience, preferably in financial markets or investment management
Experience with: Excel, Google Suite, Notion, Slack, Python, SQL.
Proactive problem solver and self learner
Strong analytical skills and attention to details
Passionate about client success
Strong interest in finance and wealth management space with the desire to learn
Great listener and communicator

Responsibilities

Provide client support on most functional and data related matters
Configure d1g1t platform and on-board users in accordance with their business requirements
Oversee daily reconciliation process
Participate in the software delivery process to d1g1t clients including testing, documenting system usage and operational processes and training users
Help build the best possible experience for our clients
Work as part of the team to understand client current and future requirements
Maintain knowledge base & internal documentation that would enable effective client support & improve client experience
Act as a strategic partner to product teams
Develop reports and dashboards for the team to monitor and report on client success.
Identify product requirements that would drive operational efficiencies