Senior Business Analyst – Technical Solutions

Job summary

Drive workflow optimization and technical solution delivery for transfer agency, fund accounting, and private funds. Gather requirements, map processes, automate workflows, and manage stakeholder engagement across capital activity processes.

Job details

Job Title: Senior Business Analyst – Technical Solutions Location: Toronto, ON | Hybrid (2–3 days onsite/week) Duration: 12+ months Pay range: $80 - $100/ hr. We’re looking for a Senior BA with strong expertise in Transfer Agency, Fund Accounting, and Private Funds to drive workflow optimization and technical solution delivery. Key Requirements: 5+ years of Business Analysis experience. Strong knowledge of private funds and the capital activity lifecycle, including capital calls, distributions, investor allocations, and cash movements. Experience in requirements gathering, process mapping, workflow automation, and stakeholder management. Familiarity with Investran and/or Yardi is a strong advantage. Knowledge of Jira, Confluence, and Draw.io is beneficial.

What you’ll do

Drive workflow optimization and technical solution delivery for transfer agency, fund accounting, and private funds. Gather requirements, map processes, automate workflows, and manage stakeholder engagement across capital activity processes.

Requirements

Requires at least five years of business analysis experience and strong knowledge of private funds and the capital activity lifecycle, including capital calls, distributions, investor allocations, and cash movements. Experience with requirements gathering, process mapping, workflow automation, and stakeholder management is required; Investran or Yardi experience is an advantage, while Jira, Confluence, and Draw.io knowledge is beneficial.

Listed skills

• Business analysis · Preferred
• Requirements gathering · Preferred
• Process Mapping · Preferred
• Workflow Automation · Preferred
• Stakeholder Management · Preferred
• Jira · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Business Analysis
• Transfer Agency
• Fund Accounting
• Private Funds
• Capital Activity Lifecycle
• Capital Calls
• Distributions
• Investor Allocations
• Cash Movements
• Requirements Gathering
• Process Mapping
• Workflow Automation
• Stakeholder Management
• Investran
• Yardi
• Jira

Job areas

• Finance & Accounting
• Data & Analytics
• Technology
• Consulting

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