Role Summary
The Process Analyst supports the definition and documentation of future-state business processes that underpin the delivery of FNZ’s platform solutions for wealth management clients. The PA works closely with Solution Consultants, Functional Leads, QA teams, Business Readiness, and client SMEs to develop accurate, standards-compliant BPMN models that reflect approved requirements and enable downstream delivery activities.
This role is hands-on and detail-oriented, with a strong focus on consuming requirements, interpreting functional intent, and producing clear and traceable process models that support testing, operational readiness, and solution implementation
Key Responsibilities
Process Modelling & Analysis
Produce future-state business process models in BPMN 2.0 (Level 1 Descriptive), following established methodologies and modelling standards.
Interpret functional requirements, business rules, and TOM components to ensure process models accurately reflect expected behaviour.
Decompose end-to-end journeys into logical process steps and reusable sub-processes.
Ensure process models are complete, consistent, and ready for stakeholder review.
Traceability & Documentation
Maintain process-level traceability to Jira stories, system interactions, regulatory obligations, outputs, and procedures.
Track and manage clarifications, gaps, and follow-up items throughout modelling review cycles.
Support QA by ensuring the processes clearly articulate expected outcomes and scenarios.
Stakeholder Collaboration
Participate in process walkthroughs with internal teams and client SMEs to review, refine, and validate future-state processes.
Collaborate with Solution Consultants to confirm functional intent and clarify requirements where needed.
Coordinate with Project Managers to understand modelling timelines, deliverables, and priority focus areas.
Engage Business Readiness teams to ensure process artefacts support downstream operational preparation.
Continuous Learning & Team Contribution
Apply BPMN best practices and modelling standards to all process documentation.
Seek guidance and feedback from Senior Process Analysts to enhance modelling skills and domain knowledge.
Contribute to continuous improvement initiatives within the Process Analysis team
Experience & Skills Required
Required Industry Knowledge
General investment/wealth/life and/or pensions products and the markets in which FNZ and our customers operate.
FNZ Platform experience preferred, including being knowledgeable about 1-2 functional areas of the platform.
For the jurisdiction being hired for, an appreciation of the regulatory environment FNZ operates.
3+ years of experience in a delivery/consulting environment in financial services/wealth market.
2–3 years of experience in business analysis or process modelling roles, ideally within financial services or wealth management.
Foundational understanding of Canadian wealth concepts and operational processes.
Familiarity with Canadian investment product types (RRSP, TFSA, RIF, LIF, etc.) and industry service providers (exchanges, depositories, custodians).
Experience working within Agile delivery environments, using Jira/Confluence or similar tools
Required Knowledge & Skills
1st class degree or equivalent experience
Experience working within a business analysis / consulting role.
Experience within an environment of continuous improvement and capability development.
Confident, and able to take initiative given client– and delivery-focused environment.
Independent, self-directing and delivery focused working style.
Intermediate computer skills essential.
Excellent organisational, administration and time management skills, with attention to detail and completeness.
Excellent written, verbal, and presentation skills, with experience facilitating stakeholder workshops.
Experience working with internal and external clients.
Strong working knowledge of BPMN 2.0 with at least 2 years of hands-on process modelling experience
Ability to interpret and translate requirements into clear and accurate process models.
Strong analytical thinking and problem-solving skills.
Ability to work independently in a delivery-focused environment while managing multiple priorities.
Preferred Skills
Familiarity with Canadian wealth products (RRSP, TFSA, RIF, LIF).
Knowledge of capital markets service providers and industry infrastructure.
About FNZ Culture
Our culture is what drives us. It's at the heart of who we are and everything we do. It's what inspires, excites and moves us forward. Our ambition is to create a culture for growth, one that opens up limitless opportunities for our employees, customers and the wider world. At FNZ we know that great impact is only possible with great teamwork.
That’s why we value the strength and diversity of thought in our global team.
The FNZ Way is the cornerstone of what we do. It is comprised of four values that set the standard for how everyone at FNZ interacts with each other, with our customers, and with all our diverse stakeholders around the world.
Customer obsessed for the long-term
Think big and make an impact
Act now and own it all the way
Challenge, commit and win together
Read more about The FNZ Way and our values: www.fnz.com/culture
Opportunities
Right from day one, you will work alongside exceptional, multicultural teams - experts in their respective fields - who will inspire and challenge you to make your greatest impact.
Be part of a highly successful, rapidly growing, global business that is leading the delivery of financial services via cloud computing and partners with some of the world’s largest companies;
Working in a flexible and agile way that meets the needs of the business and personal circumstances;
Remuneration, significant financial rewards and career advancement is based on individual contribution and business impact rather than tenure or seniority;
We provide global career opportunities for our best employees at any of our offices in the UK, EU, US, Canada, South Africa and APAC.
Commitment to Equal Opportunities
At FNZ, we recognise that diversity, equity and inclusion are important factors contributing to our success. We embrace the unique perspective and capabilities of our current and future employees, which will help us continue to drive innovation and achieve our business goals. Recruitment decisions at FNZ are made in a non-discriminatory manner without regard to gender, ethnicity/race, faith, age, nationality, gender identity, sexual orientation, marital status, socio-economic background, disability or military veteran status where all applicants and employees are valued and respected.
In addition, we want to ensure accessibility needs are well supported, if you require specific support please advise us.
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About FNZ
FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.
We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.
We partner with the world’s leading financial institutions, with over US$2.4 trillion in assets on platform (AoP).
Together with our clients, we empower nearly 30 million people across all wealth segments to invest in their future.
What We Do
FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back. We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution. We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.5 trillion in assets under administration (AUA). Together with our customers, we help over 20 million people from all wealth segments to invest in their future
