Senior Business Analyst
CGI
Senior Business Analyst
Are you passionate about shaping the future of wealth management and trust services? We're looking for a Senior Business Analyst who thrives at the intersection of business strategy, client experience, and technology. In this role, you'll partner directly with business leaders and subject matter experts to drive meaningful transformation initiatives that impact advisors, trust officers, and high net worth clients. You'll have the opportunity to influence key decisions, lead complex projects, and help modernize critical banking and wealth management platforms. We offer a collaborative environment where your expertise is valued, your ideas are heard, and your contributions have a direct impact on business outcomes. If you're looking for a role that combines strategic thinking, industry expertise, stakeholder engagement, and technology enabled innovation, this is an opportunity to make a lasting difference while continuing to grow your career in a highly respected financial services organization.
Lead business analysis activities throughout the project lifecycle, including discovery, requirements gathering, analysis, documentation, testing, and implementation support. Partner with business stakeholders to identify opportunities for operational efficiencies, process improvements, and enhanced client experiences. Elicit, document, and validate business, functional, and non functional requirements. Create detailed business process flows, use cases, user stories, data mappings, and requirements specifications. Facilitate workshops, stakeholder interviews, and requirements review sessions. Analyze existing business processes and recommend improvements aligned with industry best practices. Collaborate with technology teams to ensure accurate interpretation and implementation of business requirements. Support system implementations, upgrades, integrations, and data conversion efforts. Assist with User Acceptance Testing (UAT), including test planning, test script development, execution support, and defect management. Evaluate impacts of proposed changes across trust, wealth management, investment, and banking operations. Provide guidance regarding regulatory and compliance considerations affecting trust and wealth management functions. Develop and maintain project documentation, status reports, and stakeholder communications. Support change management and end user adoption activities.
Bachelor's degree in Business, Finance, Information Systems, Accounting, or a related field. 7+ years of Business Analyst experience supporting financial services organizations. 3+ years of experience within Trust, Wealth Management, Private Banking, or Investment Management environments. Strong understanding of trust administration, fiduciary services, wealth management operations, portfolio management, and client onboarding processes. Experience gathering and documenting business and functional requirements for technology initiatives. Proficiency in process mapping, workflow analysis, and requirements management methodologies. Experience working in Agile, Scrum, Waterfall, or hybrid project environments. Strong analytical, problem solving, and critical thinking skills. Excellent communication, facilitation, and stakeholder management abilities. Experience supporting User Acceptance Testing and implementation activities.
Together, as owners, let's turn meaningful insights into action. Life at CGI is rooted in ownership, teamwork, respect and belonging. Here, you'll reach your full potential because You are invited to be an owner from day 1 as we work together to bring our Dream to life. That's why we call ourselves CGI Partners rather than employees. We benefit from our collective success and actively shape our company's strategy and direction. Your work creates value. You'll develop innovative solutions and build relationships with teammates and clients while accessing global capabilities to scale your ideas, embrace new opportunities, and benefit from expansive industry and technology expertise. You'll shape your career by joining a company built to grow and last. You'll be supported by leaders who care about your health and well-being and provide you with opportunities to deepen your skills and broaden your horizons.
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