Business Analyst
Business Analyst
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Job Description
Full Time Contract (1 Year)
Location: Calgary AB or Toronto ON
Be Boring. Make Money. is our investment approach but we are anything but dull. We are a diverse passionate team united by our commitment to provide our clients with financial peace of mind and our desire to create one of the best companies in the world. A career with us will be demanding; however the experience will also be dynamic supportive intellectually stimulating and above allmeaningful. We take pride in doing things a little differently than other investment firms. Innovative ideas diverse opinions and experiences and teamwork are expected and rewarded regardless of title or tenure.
Dedicated to our people we have consistently been recognized as a preferred employer receiving awards such as Canadas Top 100 Employers (2025) Alberta Top Employers (2025) and Canadas Top Small & Medium Employer (2025).
The Opportunity
Mawer Investment Management is seeking a Business Analyst (BA) to join our Project Management Office (PMO) to support the vision of a Digitally Enabled Counsellor Team for the Private Wealth group. This position will play a key role in enabling more value-added time through digital tools process improvements and automation. You will work cross-functionally to analyze document and deliver business solutions that enhance the client experience streamline internal processes and support the ongoing evolution of our Private Wealth strategy.
This position requires a client-centric mindset an understanding of portfolio management and wealth planning experience with Customer Relationship Management Investment Management systems and related data structures as well as the ability to provide improvement solutions for complex and interdependent business processes.
Role Responsibilities
- Gather and document business requirements for business and digital initiatives including the Client Portal and related enhancements (user management migration onboarding automation self-serve features security document management etc.)
- Collaborate with stakeholders across Private Wealth Investment Operations Portfolio Management Research Finance and Compliance to define and prioritize business needs and solutions
- Facilitate workshops document and evaluate information gathered from multiple sources reconcile conflicts decompose business needs to requirements user stories etc.
- Analyze and map current and future state business processes identifying opportunities for improvement and alignment with strategic objectives
- Support the implementation of new features and ongoing enhancements to client-facing platforms ensuring alignment with client-centric and regulatory requirements
- Collect and analyze feedback to inform prioritization and continuous improvement of digital solutions
- Facilitate change management activities to drive adoption of new tools and processes
- Create project documentation as required (Functional Requirements Business Requirements User Stories Process & Procedure documents testing training etc.) ensuring buy-in from business users
- Develop and execute test plans coordinate testing efforts and validate solutions against requirements
- Support the integration of AI technologies and assess effectiveness of deployed AI solutions to drive continuous improvement
- Champion best practices in business analysis and contribute to the continuous improvement of PMO processes
- Lead smaller business focused initiatives from inception to completion applying project management skills as needed
Desired Qualifications
- Minimum of 5 years experience as a Business Analyst preferably in financial services wealth management or digital transformation environments
- Experience with client portals CRM systems (Salesforce) and investment/portfolio management platforms is an asset
- Experience in managing small to medium sized projects is an asset
- Post-secondary degree in a business or information technology discipline is preferred
- Excellent verbal written and communication skills and the ability to interact professionally with all internal and external stakeholders
- Strong organization and prioritization skills with exceptional attention to detail
- Demonstrated evidence of Change Management experience
- Proven analytical problem solving and trouble-shooting skills
- Experience leading process analysis and documentation of current and future state processes
- Demonstrated commitment to excellent client service and team collaboration
- Familiarity with digital security onboarding and self-serve functionality
- Proficiency with Microsoft Office Visio and basic data analysis tools; Power BI/SSRS and scripting knowledge is an asset
- Demonstrated investment management / private wealth domain knowledge required
Why Mawer
- Directly contribute to the firms growth as a global independent investment manager.
- Learn and work within a high-performing team that has consistently delivered exceptional long-term investment results and high levels of client satisfaction.
- Be a part of a meritocracy in which the quality of ideas supersedes hierarchy; where every role is valued and every voice heard. At Mawer talented team members can progress quickly regardless of tenure or experience.
- Our unique culture which is integral to who we are and (we think) a competitive advantage. Our culture is shaped by our core values (integrity putting clients interests first excellence teamwork and long-term thinking) and key behaviours (curiosity candour accountability and appreciation) which are much more than words on a page. They guide the way we operate make decisions and communicate every day.
- We offer a flexible work environment with a blended workplace approach tailored to the unique needs of each department and team. This allows employees to seamlessly combine in-person and remote work experiences fostering collaboration promoting work-life integration and empowering our team members to thrive in a dynamic interconnected professional setting.
Our Benefits and Perks Include:
- Comprehensive health and wellness benefits
- Unlimited vacation days
- Significant community investment contribution via our Employee Matching Program
To apply please submit your resume cover letter and application by September 10th 2025 at: candidates must be eligible to work in Canada. Only applications that include all required materials will be considered.
At Mawer we are committed to fostering a culture of diversity and inclusion. We strive to attract hire develop and retain the best people from a wide variety of backgrounds/experiences and create an environment where unique ideas and perspectives are heard and valued. We believe a diverse and inclusive culture fuels innovation and enables more effective decision-making across the firm helping to improve investment performance strengthen client partnerships and create more value for all stakeholders: clients employees owners and society.
We administer all practices and programs without discrimination and strive to provide equal access to employment. A Human Resources representative will work with applicants who request accommodation or special assistance during the application process. If you need accommodation or assistance please contact us at .
We believe experience comes in many forms and were committed to adding new perspectives to our team. If your experience is close to what weve outlined we encourage you to apply.
About Mawer
Established in 1974 Mawer Investment Management Ltd. is an independent firm that provides world-class global investment management services to a broad range of institutional and individual clients. We are proud of our reputation as one of Canadas most respected investment management firms and strive to earn such respect by continually delivering long-term investment excellence developing strong client partnerships and living our core values.
No telephone inquiries please.
We thank all applicants and advise that only those selected for an interview will be contacted.
Required Experience:
IC
Employment Type
Full-Time
