Wealth BSA

Adastra is seeking an experienced Business Systems Analyst with strong expertise in Wealth Management and Capital Markets technology and operations. In this role, you will partner with business stakeholders, technology teams, and cross-functional delivery groups to support the design, implementation, and optimization of advisor-led Wealth platforms, investment workflows, and data integration solutions.

The ideal candidate combines strong business analysis capabilities with a deep understanding of Wealth Management operations, investment products, and technology delivery. This individual will play a key role in translating complex business requirements into scalable, compliant, and effective technology solutions within a highly regulated environment.

• →Gather, analyze, and document business, functional, and system requirements for Wealth Management and Capital Markets platforms
• →Partner with business stakeholders to identify process improvements and technology solutions that drive operational efficiency
• →Translate business requirements into functional specifications, business rules, controls, and exception-handling processes
• →Collaborate with Development, QA, and Business teams throughout the project delivery lifecycle
• →Support solution design, system integration, testing, implementation, and post-production stabilization activities
• →Perform data analysis and validation to support business decisions, reporting, and system enhancements
• →Analyze system impacts across interconnected applications and platforms
• →Collaborate with technology, governance, risk, compliance, and vendor teams to ensure solutions align with business and regulatory requirements
• →Support integrations involving advisor platforms, trading systems, portfolio management solutions, and investment data ecosystems
• →Document current and future-state business processes, workflows, and requirements
• →Facilitate workshops, stakeholder meetings, and requirements-gathering sessions
• →Identify risks, dependencies, and gaps while recommending effective solutions

• Bachelor’s degree in Business, Finance, Information Systems, Computer Science, or a related field (or equivalent experience)
• Proven experience as a Business Systems Analyst within Banking or Financial Services environments
• Strong experience supporting Wealth Management, Private Wealth, Investment Advisory, or Capital Markets functions
• Demonstrated experience gathering, analyzing, and documenting complex business and system requirements
• Advanced SQL skills for data analysis, validation, reconciliation, and troubleshooting
• Experience interpreting and troubleshooting XML request and response messages
• Knowledge of API integrations and system integration concepts
• Experience supporting integrations across trading, portfolio management, and downstream operational platforms
• Experience working across business, development, and QA teams within structured delivery environments
• Strong analytical, problem-solving, documentation, and stakeholder management skills
• Experience working within Agile, Waterfall, or hybrid delivery methodologies
• Strong understanding of Wealth Management and Capital Markets business models
• Knowledge of investment products including mutual funds, equities, and fixed income securities
• Experience with trade lifecycle processes, reconciliations, settlements, and post-trade operations
• Familiarity with advisor workflows, client onboarding, and suitability requirements

• Hands-on experience with Wealth platform implementations, upgrades, or modernization initiatives
• Familiarity with investment data platforms and market data integrations
• Exposure to regulatory and compliance requirements impacting Wealth Management and Capital Markets
• Experience supporting exception-based and judgment-driven investment workflows
• Knowledge of advisor servicing, client onboarding, and suitability processes

Adastra is a global leader in AI and data-driven transformation, helping organizations lead with artificial intelligence—responsibly, strategically, and at scale. With over 25 years of experience, Adastra empowers enterprise clients to unlock business value through data innovation, operational excellence, and smart customer engagement.

Trusted by some of the world’s most prominent brands, Adastra delivers end-to-end solutions grounded in thoughtful strategy, robust governance, and deep technical expertise. From defining vision to ensuring execution, Adastra guides organizations through every stage of their AI, data and cloud journey—building future-ready capabilities and delivering measurable, lasting impact.

Adastra serves clients across key industries including financial services, automotive, manufacturing, technology, media and telecom (TMT), healthcare, retail, and professional services. The company employs more than 2,000 professionals across North America, Europe, and Asia.

In our commitment to promote fair and equitable treatment of all employees and applicants, Adastra Corporation provides equal employment opportunities for all individuals regardless of age, sex, disability, race, ethnic origin, citizenship, creed, sexual orientation, marital status, or any other ground as described in the Ontario Human Rights Code.  In addition, accommodation will be provided during the hiring process. Adastra Corporation’s implementation and support of employment initiatives, encourage diversified labour force participation and equal access to opportunities based on merit and performance.

AI Usage - Our hiring process includes the use of AI-enabled tools to screen applications (e.g., keyword matching, qualification ranking). A human recruiter reviews all AI-generated shortlists to make informed hiring decisions.

There has been an increased instance of fraudulent job offers coming from people posing as Adastra HR employees. Please note that Adastra will never request fees as part of our recruiting process and any emails sent to you that are not from ‘@adastragrp.com’ or ‘@talent.icims.com’ are fraudulent. All employment offers are sent via DocuSign and if you receive an employment offer from a suspicious email and not via DocuSign, it is fraudulent.

Contact careers@adastragrp.com to inquire about jobs at Adastra, to report a suspicious request for money or personal information from external websites or suspicious employment offers.