Business Analyst (Wealth Management) - (Hybrid - Toronto)

To be considered for the Business Analyst (Wealth Management) role at Capco, candidates should ideally have 5+ years of business analysis experience with a concentration in Wealth Management. You'll need a strong track record of developing business cases, writing EPICs, and creating user stories. Familiarity with Agile methodologies and skills in process re-engineering will also be beneficial.

A typical day for a Business Analyst (Wealth Management) at Capco involves collaborating with various stakeholders, leading requirement-gathering sessions, and providing subject matter expertise on industry trends and best practices. You'll also spend time creating clear presentations to visualize data and share insights effectively with clients and your team.

Experience in the financial industry is crucial for the Business Analyst (Wealth Management) position at Capco. As you work on mission-critical projects, understanding financial systems, regulations, and market dynamics will enhance your ability to deliver innovative solutions and advice tailored to our clients’ needs.

Absolutely! At Capco, we believe in supporting our employees' career growth. As a Business Analyst (Wealth Management), your progress can reflect your contributions and initiatives, potentially leading to opportunities in leadership roles or specialized positions within the organization.

Capco is committed to your professional development by providing access to training, mentorship programs, and opportunities to enhance your skills within the financial services field. You’ll collaborate with talented professionals and gain exposure to innovative practices that help you grow.

As a Business Analyst (Wealth Management) at Capco, you will work on diverse projects, including digital transformations, process optimization, and the development of strategies for our clients in banking and asset management sectors. These projects will challenge your creativity and critical thinking.

Capco stands out as a unique workplace for Business Analysts (Wealth Management) because of our commitment to disruptive innovation and creating collaborative teams. You will be empowered to implement your ideas while having a supportive environment that values your contributions and growth.

When discussing your experience in wealth management, highlight specific projects you've been involved with, the challenges you faced, and the innovative solutions you implemented. Emphasize your ability to analyze market trends and customer needs to improve service delivery.

Describe a structured method you use for gathering requirements, such as conducting workshops or interviews. Discuss your techniques for ensuring all perspectives are considered and how you document and prioritize requirements effectively.

Mention the specific tools you are proficient with, such as Excel, Tableau, or SQL. Explain how you leverage these tools to analyze data and derive insights that contribute to project objectives.

Explain your conflict resolution strategies, such as prioritizing based on business impact, maintaining transparent communication, and facilitating discussions to find a consensus. Provide an example where you successfully navigated conflicting priorities.

Share a specific instance where you took the lead on a project. Discuss your role in coordinating teams, managing timelines, dealing with challenges, and ensuring the project’s success, including any measurable outcomes.

Discuss your familiarity with Agile practices, such as sprint planning, daily stand-ups, and retrospectives. Provide examples of how you've applied Agile principles in your past projects to enhance efficiency and adaptability.

Explain your process for writing effective user stories, such as involving stakeholders, defining acceptance criteria, and ensuring alignment with broader business goals. Highlight instances where your user stories led to successful project outcomes.

Share techniques you use to simplify complex information, such as using data visualization tools, storytelling, and breaking down information into digestible sections. Provide examples of how your presentations have led to informed decision-making.

Discuss your methods for continuous learning, such as following industry publications, attending seminars or webinars, and participating in professional networks. Highlight any specific trends you've recently adapted into your work.

Choose a specific project that had significant challenges. Detail the steps you took to address these challenges, including how you adapted your strategies, collaborated with team members, and ultimately achieved a successful outcome.