Business analyst, Product (wealth management)

At Croesus, we are at the forefront of digital transformation in the wealth management industry. As a provider of innovative, high-performance, and secure solutions, we offer a comprehensive range of tools, from portfolio management systems to application programming interfaces (APIs). Our mission is to empower wealth management professionals to reach new heights of productivity, strengthen their client relationships, and make informed decisions, while simplifying the management of assets under management.

Building on our success and sustained growth, we are proud to have won numerous industry recognition awards, reflecting the exceptional quality of our solutions and our commitment to excellence. With over 200 employees across our offices in Montreal, Toronto, and Geneva, we continue to expand our reach and deepen our impact on the community.

2025 marks a crucial milestone in our growth trajectory. Faced with increased demand for our cutting-edge solutions, we are looking for passionate new talent to join our software engineering team. If you are a talented professional motivated by innovation, we invite you to explore career opportunities at Croesus. Together, let's build the future of wealth management!

We are looking for an experienced and motivated business analyst to join our Products team. You will play a key role in understanding user needs, defining requirements, and designing solutions. You will work closely with Product Owners (POs) and development teams to deliver user-friendly, robust, and secure portfolio management solutions.

Key responsibilities

• Conduct detailed analyses of user needs, particularly for complex features or those requiring market expertise;
• Identify real needs by asking questions to understand the issue or opportunity, what we want to achieve, and why;
• Work closely with Product Owners (POs) from agile development teams to translate user needs into clear, concise, and testable user stories, including acceptance criteria;
• Actively participate in refinement sessions, clarify user stories, and answer questions;
• Work collaboratively with development and testing teams to ensure that the solution developed delivers added value to customers.
• Ensure the quality of the solution by being involved in testing cycles.
• In collaboration with the Product Leader and Product Owners (POs), ensure that everyone shares a common understanding of needs and objectives.
• Assess the feasibility of proposed solutions and their impact on existing operations.
• Ensure that proposed solutions are in line with the product vision;
• Produce clear and concise documentation of user requirements, user stories, and decisions made to facilitate understanding and traceability;
• Provide market expertise when analyzing needs and defining solutions, particularly for aspects related to portfolio management;
• Conduct market research and analyses of the competition and the field of portfolio management;
• Contribute to the definition of product strategy.

*The working language is French. A perfect command of French (oral and written) is mandatory.

Education and experience

• Hold a university degree in finance, computer science, or a related field;
• Have at least 5 years of experience in business analysis, ideally in an Agile environment;
• Knowledge of database environments (SQL) is an asset;
• Have experience in portfolio management.

Skills

• Strong understanding of finance;
• *Excellent written and oral communication skills in French and English;
• Ability to model business and technology solutions that are tailored and optimized;
• Ability to analyze and solve complex problems;
• Strong organizational and time management skills;
• Ability to work independently and as part of a team;
• Proficiency in Agile collaboration tools (Jira, Confluence, etc.);
• Understanding of Agile principles and practices.

Why join Croesus ?

• À la carte vacations
• Annual salary + Corporate profit-sharing plan
• Hybrid work (Laval & Montréal)
• Sports program
• Gym available at our Laval head office
• Telemedicine + group insurance (super useful for the family 😉 )
• Group RRSP
• Proximity to Montmorency & Mcgill metro
• Ongoing training and development plan
• Referral bonus
• Indoor and outdoor parking & electric car recharging
• Croesus boutique
• Beautifully renovated and spacious office
• Complimentary breakfast every morning
• Weekly Happy hours, prepared by our Croesus Life Partner

Are you interested in this challenge? Do you believe you have the qualities and expertise required for this position? Please complete your application today.

Although all applications are carefully analyzed, we will communicate only with those selected. Thank you for your interest in Croesus.