Business Analyst
fintex
Job Description
Join a Rocketship ๐
At Fintex Inc., we're reimagining wealth management from the ground up. Our founding team has built and shipped digital products at Canada's leading financial institutionsโand now we're doing it faster, bolder, and entirely on our own terms.
We're growing quickly and looking for someone who thrives in the details, drives delivery, and makes sure nothing falls through the cracks. This is a high-impact, hands-on role at the intersection of business and technology.
The Opportunity
This isn't a back-seat role. As our Business Analyst, you'll be the connective tissue between our business stakeholders and our engineering and design teamsโtranslating complex requirements into clear, actionable work and making sure the right things get built, in the right order, at the right quality.
You'll own the backlog, live in the sprint, and be the person everyone counts on to keep delivery moving. If you love turning ambiguity into organized, executable plansโand you understand wealth managementโthis role was made for you.
What You'll Own
- Own the product backlog end-to-endโwriting, grooming, and prioritizing user stories, epics, and acceptance criteria that engineering can act on immediately
- Bridge business and technologyโgather, document, and validate requirements from advisors, internal stakeholders, and end clients, then translate them into specs that leave no room for interpretation
- Drive sprint executionโpartner closely with engineering and design in daily standups, sprint planning, reviews, and retrospectives to keep delivery on track
- Map and improve processesโdocument current-state workflows, identify gaps and inefficiencies, and define future-state solutions that make the platform better for advisors and clients
- Validate and testโown UAT, define test cases, and be the last line of defence before features go live
- Track and reportโmonitor delivery progress, surface blockers early, and communicate status clearly to the Product Manager and broader team
- Wear multiple hatsโbecause startup life means you might be running a grooming session in the morning, doing competitive research in the afternoon, and jumping into a client feedback call before end of day
What You Bring
- Wealth management fluencyโyou understand the advisor-client relationship, portfolio operations, and the regulatory landscape; you can speak the language without a glossary
- BA toolkit masteryโyou're comfortable writing airtight user stories, process flows, BRDs, and data mappings; you know what \"done\" looks like
- Design-to-delivery fluencyโyou can take wireframes and high-fidelity designs and break them down into well-structured user story maps, identifying edge cases, component boundaries, and logical sequencing before a single line of code is written; you can then trace those stories through to technical solutions, including contributing to or reviewing API specs, data contracts, and integration touchpoints
- Comfortable working with technical stakeholdersโyou collaborate effectively with architects and technical project managers, clearly communicating requirements, dependencies, and constraints while proactively escalating gaps and risks to ensure an optimal user experience
- Strong data understandingโyou can map data fields between UI requirements and underlying data sources, perform gap analyses to identify missing or misaligned fields, and recommend enhancements across systems
- Agile in practice, not just theoryโyou've lived inside scrum or kanban teams and know how to keep a backlog healthy and a sprint moving
- Analytical sharpnessโyou can dig into data, identify patterns, and build a business case or impact analysis when needed
- Exceptional communicationโyou can extract a requirement from a stakeholder who doesn't know what they want, and write it up in a way an engineer can build from without a follow-up meeting
- Detail obsessionโyou catch what others miss, and you take pride in documentation that actually gets used
- Startup adaptabilityโyou're comfortable when priorities shift, tools change, and the answer is \"we haven't figured that out yet\"
Nice to Have
- Experience with tools like Jira, Confluence, Figma, or similar
- Exposure to API documentation or working alongside technical architects
- Background in financial services product delivery or compliance-adjacent work
- Experience working with financial data providers such as Doxim, Broadridge, Conquest, or similar platforms used by Canadian financial institutions