About This Role
Being a Business Analyst with Capco means joining the Wealth & Asset Management practice in Toronto to support business and technology initiatives. The role focuses on account transfers, operational processes, and platform enhancements within the banking and wealth management sector, offering the opportunity to work closely with business stakeholders, technology teams, and testing teams.
Responsibilities
- Support the analysis, documentation, and refinement of business requirements for ATON and non-ATON transfers, including inbound and outbound account transfers
- Work with business and technology stakeholders to understand account transfer workflows, identify process gaps, and define business requirements
- Support the transition from requirements analysis into testing, ensuring business scenarios, acceptance criteria, and expected outcomes are clearly documented
- Collaborate with testing teams to develop and execute test scenarios across multiple account types and financial products, including defect investigation and resolution
- Facilitate stakeholder discussions, track issues and dependencies, and support successful delivery of business and technology enhancements
Requirements
- Minimum 5 years of experience as a Business Analyst within banking, wealth management, asset management, or financial services
- Experience working with ATON and non-ATON transfers, including inbound and outbound transfer processes
- Understanding of wealth management operations, account structures, financial products, and end-to-end account transfer lifecycles
- Experience translating business requirements into functional specifications, user stories, acceptance criteria, and testing scenarios
- Strong analytical, communication, and stakeholder engagement skills, with experience collaborating across business, technology, and quality assurance teams
Nice to have:
- Experience supporting wealth management platform implementations, migrations, or enhancements
- Knowledge of registered and non-registered investment accounts and a range of investment products
- Familiarity with Canadian wealth management operations, transfer regulations, and industry processes
- Experience with system integration testing (SIT), user acceptance testing (UAT), and defect management
- Familiarity with Agile delivery methodologies and tools such as Jira and Confluence
Benefits
- Comprehensive benefits coverage: 100% company-paid health, life, and disability insurance effective from Day 1 of employment
- Retirement Savings Program: Registered Retirement Savings Plan (RRSP) with the option of receiving a matching employer contribution
- Virtual Health Care: Company-paid program available to all employees and their dependents/partners
