Business Analyst

d1g1t•Toronto, ON

20d•CA$65,000 - CA$85,000•Hybrid

About The Position

d1g1t is the industry’s first enterprise wealth management platform powered by institutional-grade analytics and risk management tools that allows firms to elevate the quality of their advice and demonstrate its value to clients. Through a single integrated solution that covers the entire advisory lifecycle, d1g1t provides wealth management firms with a whole new set of capabilities they’ve never had before. Headquartered in Toronto, the company was founded and is led by an experienced financial technology team who have developed leading enterprise portfolio systems for many of the world’s banks, institutional asset managers, hedge funds and regulators. We are looking for a Business Analyst to join our client service teams. Our client service teams are multi-disciplinary teams providing implementation and support services to our clients including subject matter expertise in client business & wealth management industry, financial modelling, d1g1t functional use and operation, data analysis, system architecture, integration and information technology. Your role would focus on providing operational and administrative support for existing clients. We want a motivated individual that is a team player and wants to learn, grow, and make an impact. This is an uncommon opportunity to join a young and fast-growing team building a product from the ground up. You will be working directly with our clients - portfolio managers and operations people at wealth management firms. They are smart and demanding and you will need to work hard to meet their expectations.

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