Let’s get started
By clicking ‘Next’, I agree to the Terms of Service
and Privacy Policy
Jobs / Job page
Business Analyst (Wealth Management) - (Hybrid - Toronto) image - Rise Careers
Job details

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

Capco – The Future. Now.

Capco is a distinctly and positively different place to work. Much more than consultants, we are active participants in the global financial services industry. Our passionate business and technology professionals enjoy a unique environment where they are actively encouraged to apply intellect, innovation, experience and teamwork. We ware dedicated to fully supporting our world class clients as they respond to challenges and opportunities in: Banking & Payments, Capital Markets, Insurance, Wealth & Asset Management and Energy. Experience Capco for yourself at capco.com.

Let’s Talk About You

You want to Own Your Career. You’re serious about rising as far and as fast as your work and achievements can take you. And you’re ready to write the next chapter of your career story: a challenging and rewarding role.

Let’s Get Down to Business

Capco is looking for talented, innovative and creative people to join our incredible and growing Team focused on our financial services clients. We are looking for experienced talent exceptional domain expertise who can work directly with our clients on mission-critical projects.

About the Role

 

Responsibilities 

  • Independently establish collaborative relationships with external and internal stakeholders, and drive teams toward solutions 
  • Taking on some limited leadership responsibilities, including developing and mentoring team members on best practices for data analysis, project management and requirements gathering 
  • Working closely with clients to define and optimize their roadmap, becoming a trusted advisor 
  • Creating clear, concise, and compelling presentations, including executive management by using data visualization and storytelling techniques 
  • Gather accurate requirements and create user stories, sharing information across internal and client teams 
  • Own and manage your own deliverables with the assistance of your team  
  • Provide subject matter expertise on industry trends, regulations and best practices to inform recommendations and solutions  
  • Strategically and creatively think about how the consumer experience should work; translating a vision to processes and requirements 
  • Shaping and executing complex digital transformations 

Show Us What You’ve Got 

It will be very useful if you have some or all of the following skills and experience: 

  • 5+ years Business Analysis experience 
  • Experience working on projects in the Wealth Management domain
  • Ability to create Business Cases 
  • Experience with creation of EPICs, and writing of User Stories to align with the project plan and scope 
  • Independently leading sessions to gather information and requirements from key stakeholders 
  • Knowledge of process re-engineering will be an advantage 
  • Effective communicator - liaising between stakeholders and users 
  • Demonstrated ability to develop strong relationships with key stakeholders, as well as others across the team/department 
  • Track record of developing and bringing innovative solutions to problems 
  • Ability to work across other related roles, for example Product Owner, as required 
  • Agile methodology experience 
  • Financial Industry experience  

 

Professional experience is important. But it’s paramount you share our belief in disruptive innovation that puts clients ahead in a tough market. From day one, your key mission will be to perceive new and better ways of doing things to give your clients an advantage.

Now Take the Next Step

We have:

  • Access to industry-focused talent globally
  • Ability to leverage best-in-class innovative products and solutions for complex architecture and large-scale transformation
  • Extended global geographic market reach
  • Ability to capitalize on our client footprint and deep domain expertise within financial services and energy

Capco is an equal opportunity employer. We evaluate qualified applicants without regard to race, colour, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics.

For more information about Capco, visit www.Capco.com.

 

Capco Glassdoor Company Review
3.6 Glassdoor star iconGlassdoor star iconGlassdoor star icon Glassdoor star icon Glassdoor star icon
Capco DE&I Review
No rating Glassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star icon
CEO of Capco
Capco CEO photo
Lance Levy
Approve of CEO

Average salary estimate

$95000 / YEARLY (est.)
min
max
$80000K
$110000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Business Analyst (Wealth Management) - (Hybrid - Toronto), Capco

At Capco, we are driving the future of financial services, and we invite you to explore a rewarding opportunity as a Business Analyst (Wealth Management) in our hybrid Toronto office. We're not just consultants; we are committed innovators, passionate about crafting unique solutions for our global clients. In this role, you will leverage your 5+ years of business analysis experience, especially in the Wealth Management domain, to establish and maintain collaborative relationships with both internal and external stakeholders. Your ability to create compelling presentations using data visualization will shine as you work closely with our clients to refine their strategic roadmaps. You'll be trusted to lead information-gathering sessions, develop user stories, and share insights that reflect the latest industry trends and best practices. More than just completing tasks, you will be shaping the future by strategically thinking about enhancing the consumer experience and executing complex digital transformations. If you believe in the power of innovation and client-centric solutions, then this is your chance to make an impactful difference in the financial sector with Capco, where your career is just as important as the work you do.

Frequently Asked Questions (FAQs) for Business Analyst (Wealth Management) - (Hybrid - Toronto) Role at Capco
What qualifications do I need to apply for the Business Analyst (Wealth Management) position at Capco?

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.

Join Rise to see the full answer
What does a typical day look like for a Business Analyst (Wealth Management) at Capco?

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.

Join Rise to see the full answer
How important is experience in the financial industry for the Business Analyst position at Capco?

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.

Join Rise to see the full answer
Are there opportunities for career advancement as a Business Analyst (Wealth Management) at Capco?

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.

Join Rise to see the full answer
How does Capco support its Business Analysts (Wealth Management) in their professional development?

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.

Join Rise to see the full answer
What type of projects will a Business Analyst (Wealth Management) at Capco work on?

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.

Join Rise to see the full answer
What makes Capco a unique place to work for Business Analysts (Wealth Management)?

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.

Join Rise to see the full answer
Common Interview Questions for Business Analyst (Wealth Management) - (Hybrid - Toronto)
Can you describe your experience in wealth management as a Business Analyst?

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.

Join Rise to see the full answer
How do you approach gathering requirements from stakeholders?

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.

Join Rise to see the full answer
What tools or software do you use for data analysis?

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.

Join Rise to see the full answer
How do you handle conflicting priorities from different stakeholders?

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.

Join Rise to see the full answer
Can you give an example of a time you successfully led a project?

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.

Join Rise to see the full answer
What is your experience with Agile methodologies?

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.

Join Rise to see the full answer
How do you create user stories and ensure they align with project objectives?

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.

Join Rise to see the full answer
What strategies do you use to present complex information to non-technical stakeholders?

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.

Join Rise to see the full answer
How do you stay updated on industry trends and best practices?

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.

Join Rise to see the full answer
Describe a challenging project and how you overcame the obstacles.

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.

Join Rise to see the full answer
Similar Jobs
Photo of the Rise User
Posted 5 days ago
Photo of the Rise User
Posted 5 days ago
Photo of the Rise User
Posted 3 hours ago
Photo of the Rise User
Capco Hybrid US - Dallas
Posted 5 days ago
Photo of the Rise User
Sermo Remote No location specified
Posted 11 days ago

Capco is a global technology and management consulting firm that specializes in providing consulting for the financial services and energy industries. They have a growing client portfolio comprising of over 100 global organizations worldwide.

273 jobs
MATCH
VIEW MATCH
BADGES
Badge Diversity ChampionBadge Family FriendlyBadge Global CitizenBadge Work&Life Balance
FUNDING
DEPARTMENTS
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
SALARY RANGE
$80,000/yr - $110,000/yr
EMPLOYMENT TYPE
Full-time, hybrid
DATE POSTED
November 29, 2024

Subscribe to Rise newsletter

Risa star 🔮 Hi, I'm Risa! Your AI
Career Copilot
Want to see a list of jobs tailored to
you, just ask me below!