Business Analyst

About d1g1t

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. 

d1g1t's leadership is being recognized across the industry. We are proud to be ranked among Canada’s Top Growing Companies by The Globe and Mail and have been selected by RBC Wealth Management to enhance their technology infrastructure. This is a unique opportunity to work with our cutting-edge, institutional-grade platform as we scale, offering a hands-on role in shaping the next generation of wealth management technology.

Job Summary

This is a hybrid role which requires in office presence 2 days per week in downtown Toronto.

We are looking for an experienced 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 modeling, d1g1t functional use and operation, data analysis, system architecture, integration and information technology. Your role would focus on participating in new client implementations as well as providing operational and administrative support for the 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.

Responsibilities 

• Assist in analyzing, cleaning, and loading data into the d1g1t platform.
• 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
• Provide client support on most functional and data related matters
• 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

Skills 

• An entrepreneurial and resourceful mindset 
• Proactive problem solver
• 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 
• Want to make a difference
• Undergraduate degree in quantitative or business field
• 1-5 years of relevant experience, preferably in financial markets or investment management

What you will learn

• Gain an immersive understanding of the data and processes used to power a state-of-the-art portfolio analytics system
• Gain a practical understanding of wealth management, portfolio management and trading practices
• Learn how to visualize and present data findings in dashboards, presentations and commonly used visualization platforms
• Understand how to clean and organize data for analysis, and complete analysis and calculations using spreadsheets, SQL, and R/Python scripts

Perks of working at d1g1t

• Excellent opportunity to join a fast-growing Fintech startup
• Working in a culture of collaboration and innovation where your voice is valued and given importance.
• Competitive compensation package with bonus and comprehensive healthcare benefits 
• Employee and Family Assistance Program
• Fitness and Wellness Credit
• Continuing Education Allowance
• Flexible hours and hybrid-work policy (2 days per week in the office)
• Ability to work abroad for up to 2 months in a year (some conditions apply).

In our most recent Employee Experience Survey, employees rated Diversity & Inclusion at d1g1t Inc. as one of our strengths!  d1g1t Inc. celebrates diversity in its workforce structure and encourages applications from all backgrounds.

We encourage applications from all qualified candidates and will accommodate applicants’ needs under the respective provincial human rights codes throughout all stages of the recruitment and selection process. Please advise the recruiter if you require accommodation; to ensure your accessibility needs are accommodated throughout this process. Information received relating to accommodation will be addressed confidentially.

We understand that looking for a new opportunity can be time-consuming. We truly appreciate your time in going through our job posting and applying for a position with us!