The Business Analyst role is a key role within this team, and will provide leadership and expertise in the following areas:
Presenting & explaining existing FNZ capability;
Capturing & documenting customer business outcomes to create requirements and solution designs;
Systems migration support and consultancy services;
Engagement with Financial Markets Infrastructure (FMI) providers (eg CDS, DTCC) regarding integration and compliance;
Customer training and knowledge transfer;
Analyst & Developer handovers and support;
Functional Reviews & BRS walkthroughs;
Defect verification and triage.
This role demands individuals who:
Are consistently solution & execution focused;
Capable of dealing with complex problems & environments;
Have strong technology, analytical and data interpretation skills;
Take ownership for an outcome on behalf of a customer;
Comfortable with high levels of customer, stakeholder interaction & management.
Who we are looking for:
Experience in a consulting, business analysis or architecture environment.
Equities, Fixed Income and/or Exchange-Traded Options clearing and settlement processes and workflows
Experience in broking and custody markets in North America.
An understanding of the regulatory environment in the US and Canadian markets.
5+ years of experience in a delivery/consulting environment in the financial services/custody market.
1st class degree or equivalent experience
Be able to evidence establishing an environment of continuous improvement and capability development.
Confident, and able to take initiative given client– and delivery-focused environment.
Independent, self-directing and delivery focused working style.
Superior analytical thinking.
Excellent organisational, administration and time management skills.
Good team communication skills, confident in dealing with internal and external clients.
Highly developed written and oral communication skills.
What FNZ offers:
- A competitive base salary, bonus, and paid time off.
- FNZ will match pension plan contributions at 150%, up to 4% total Employee Contribution.
- Employer-paid medical, dental and vision insurance, and more.
- We are mission-led - work at the heart of a purpose-led organization where you can be proud of the impact you make, every day. Where you’ll transform the way over 20 million people invest, making wealth management more accessible, sustainable and transparent to more people.
- Learning & development – Placing emphasis on a willingness to learn, to think differently, to be creative and to help drive innovation.
- Be part of a highly successful, rapidly growing, Pre-IPO global business that is leading the delivery of financial services via cloud computing and partners with some of the world’s largest companies;
- We provide global career opportunities for our best employees at any of our offices in the US, Canada, UK, Czech Republic, Asia, Australia or New Zealand
About FNZ
FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.
We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.
We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.7 trillion in assets under administration (AUA).
Together with our customers, we help over 26 million people from all wealth segments to invest in their future.

