Business Analyst, Operations

Posted 6 Hours Ago
Be an Early Applicant
2 Locations
In-Office
90K-105K Annually
Mid level
Financial Services
The Role
Work with stakeholders to analyze, document and improve operations processes and systems for Capital Markets and Wealth Management. Elicit and document requirements, perform workflow analysis, coordinate with vendors and IT, prepare test plans/scripts, participate in project delivery, training, and documentation to ensure successful system and process changes.
Summary Generated by Built In

Salary Range: $90,000 - $105,000

Who we are:

Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets.  CG is driven by an unwavering commitment to build lasting client relationships – we achieve this by generating value for our individual, institutional, and corporate clients through comprehensive wealth management solutions and investment banking services.  We are a leading independent wealth management firm in Canada, and the leading mid-market provider of investment banking advisory, equity research, sales and trading services for corporations and institutions.

We pride ourselves on understanding our clients’ needs and finding innovative, bespoke solutions.  Our entrepreneurial and friendly team will challenge you to learn and grow every day.  We value great work and collaboration and strive to eliminate bureaucratic thinking.  We’re looking for talented people who thrive in a fast-paced environment and want to have an impact with innovative ideas and best practices.

Come be a part of our Canadian success story and help deliver superior experiences for our clients. At CG, we recognize that diversity across our business strengthens our client relationships and enables more innovative solutions.  We strongly encourage applications from all qualified individuals regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. CG provides an accessible candidate experience. If you need any accommodations throughout the interview process and beyond, please let us know.

Our Canadian operation, Canaccord Genuity Corp., is currently looking for a Business Analyst, Operations to join our team. This BA role will work on change initiatives that are key for improving processes and systems that support Canaccord Genuity’s business growth and improve the services from our Operations group.

Responsibilities:

  • Work with the key stakeholders of the business area to develop a solid knowledge base of their business services products and processes;
  • Investigate, analyze and document business process and system change requirements;
  • Perform workflow analysis that identifies change improvement solutions;
  • Ensure priorities are identified and the information system opportunities and/or needs of the business unit are clearly documented and put forward for approval in an orderly and timely manner;
  • Interface with external vendors and the IT development team ensuring the detailed business requirements to support development are communicated clearly between the developer and end user;
  • Elicit requirements using interviews, document analysis, requirements workshops, business process analysis, use cases or user stories;
  • Prepare test plans and document test scripts for validating that develop solutions and accurately address identified requirements;
  • Participate in project delivery; including testing, training, defining and documenting procedures/policies ensuring successful system and process change implementations.

Skills & Qualifications:

  • 3-5 years of business analysis experience preferably in the financial investment industry;
  • Strong working knowledge of Operational teams supporting both a Capital Markets and Wealth Management brokerage entity;
  • Strong analytical and problem-solving skills required;
  • Mature, highly motivated and excellent interpersonal skills;
  • Strength with Microsoft Desktop products with an advanced level Excel skillset;
  • Skilled in business process redesign, with complex business models and technology;
  • Ability to work effectively independently and within a team environment, with the ability to set and meet deadlines while working on multiple projects at a time;
  • Excellent communication and facilitation skills and ability to grasp abstract concepts;
  • Ability to set, commit to and meet deadlines;
  • Must be able to work effectively on team projects;
  • Possess post-secondary education/certification in business related and technical disciplines;
  • Experience with Dataphile Software Applications and a strong knowledge of corporate reporting (Executive or Enterprise Information Systems, Power BI applications and an understanding of SQL queries is an asset).

#LI-VP1 #LI-Onsite #INDHP

All applications will be held in strict confidence.

In order to be considered for employment, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.

Protecting your online safety:

Canaccord Genuity and its affiliates do not use text messages for recruitment purposes. If you have received a text message claiming to be from CG or an authorized representative regarding job recruitment, please treat as fraudulent and do not respond.

We wish to thank all candidates for their interest but only those applicants selected for an interview will be contacted. No phone calls please. Thank you for your understanding.

Skills Required

  • 3-5 years of business analysis experience
  • Experience in the financial investment industry (preferred)
  • Working knowledge of Operational teams supporting Capital Markets and Wealth Management brokerage
  • Strong analytical and problem-solving skills
  • Mature, highly motivated with excellent interpersonal skills
  • Advanced Microsoft Excel / Microsoft Desktop products
  • Skilled in business process redesign with complex business models and technology
  • Ability to work independently and within a team, manage multiple projects and meet deadlines
  • Excellent communication and facilitation skills
  • Post-secondary education/certification in business-related or technical disciplines
  • Experience with Dataphile Software Applications
  • Strong knowledge of corporate reporting / Executive or Enterprise Information Systems
  • Power BI applications experience
  • Understanding of SQL queries
  • Proof of citizenship, permanent residence, or eligibility to work in Canada with no restrictions
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The Company
HQ: New York, NY
757 Employees
Year Founded: 1950

What We Do

Canaccord Genuity is the global capital markets division of Canaccord Genuity Group Inc., offering institutional and corporate clients idea-driven investment banking, merger and acquisition, research, sales and trading services from offices in North America, UK & Europe, Asia, Australia and the Middle East. Our diverse team of capital markets and advisory professionals has deep industry and transactional expertise in key growth sectors of the global economy. We are committed to providing valued services to our clients throughout the entire lifecycle of their business and operating as a gold standard independent investment bank – expansive in resources and reach, but targeted in industry expertise, market focus and individual client attention.

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