Wealth BSA

Adastra Corporation•Markham, ON

2d•Hybrid

About The Position

Adastra is seeking an experienced Business Systems Analyst with strong expertise in Wealth Management and Capital Markets technology and operations. In this role, you will partner with business stakeholders, technology teams, and cross-functional delivery groups to support the design, implementation, and optimization of advisor-led Wealth platforms, investment workflows, and data integration solutions. The ideal candidate combines strong business analysis capabilities with a deep understanding of Wealth Management operations, investment products, and technology delivery. This individual will play a key role in translating complex business requirements into scalable, compliant, and effective technology solutions within a highly regulated environment.

Requirements

Bachelor’s degree in Business, Finance, Information Systems, Computer Science, or a related field (or equivalent experience)
Proven experience as a Business Systems Analyst within Banking or Financial Services environments
Strong experience supporting Wealth Management, Private Wealth, Investment Advisory, or Capital Markets functions
Demonstrated experience gathering, analyzing, and documenting complex business and system requirements
Advanced SQL skills for data analysis, validation, reconciliation, and troubleshooting
Experience interpreting and troubleshooting XML request and response messages
Knowledge of API integrations and system integration concepts
Experience supporting integrations across trading, portfolio management, and downstream operational platforms
Experience working across business, development, and QA teams within structured delivery environments
Strong analytical, problem-solving, documentation, and stakeholder management skills
Experience working within Agile, Waterfall, or hybrid delivery methodologies
Strong understanding of Wealth Management and Capital Markets business models
Knowledge of investment products including mutual funds, equities, and fixed income securities
Experience with trade lifecycle processes, reconciliations, settlements, and post-trade operations
Familiarity with advisor workflows, client onboarding, and suitability requirements

Nice To Haves

Hands-on experience with Wealth platform implementations, upgrades, or modernization initiatives
Familiarity with investment data platforms and market data integrations
Exposure to regulatory and compliance requirements impacting Wealth Management and Capital Markets
Experience supporting exception-based and judgment-driven investment workflows
Knowledge of advisor servicing, client onboarding, and suitability processes

Responsibilities

Gather, analyze, and document business, functional, and system requirements for Wealth Management and Capital Markets platforms
Partner with business stakeholders to identify process improvements and technology solutions that drive operational efficiency
Translate business requirements into functional specifications, business rules, controls, and exception-handling processes
Collaborate with Development, QA, and Business teams throughout the project delivery lifecycle
Support solution design, system integration, testing, implementation, and post-production stabilization activities
Perform data analysis and validation to support business decisions, reporting, and system enhancements
Analyze system impacts across interconnected applications and platforms
Collaborate with technology, governance, risk, compliance, and vendor teams to ensure solutions align with business and regulatory requirements
Support integrations involving advisor platforms, trading systems, portfolio management solutions, and investment data ecosystems
Document current and future-state business processes, workflows, and requirements
Facilitate workshops, stakeholder meetings, and requirements-gathering sessions
Identify risks, dependencies, and gaps while recommending effective solutions