Business Analyst (Financial Planning)
What is Equisoft? Equisoft is a global provider of digital solutions for insurance and investment, recognized by over 250 of the world's leading financial institutions. We offer a comprehensive ecosystem of scalable solutions that help our customers meet all the challenges brought about by this era of digital transformation, thanks to our business needs-driven approach, industry knowledge, cutting-edge technologies and experts. With its business-driven approach, in-depth industry knowledge, cutting-edge technologies and multicultural team of experts based in North America, the Caribbean, Latin America, Europe, Africa, Asia and Australia, Equisoft helps its customers meet the challenges of this era of digital transformation.
Why Choose Equisoft? With 950+ employees, we are a stable organization that offers career advancement opportunities and fosters a stimulant environment. If that’s not enough, then check out these other perks below:
- Hiring Location: Canada (Montreal and Quebec City)
- You are welcome to work in our office, hybrid or remote
- Internal job title: Business Analyst
- Full-time Permanent Role
- Benefits available day 1: Medical, Dental, Retirement Plan, Telemedicine Program, Employee Assistance Program, etc.
- Flexible hours
- Educational Support (LinkedIn Learning, LOMA Courses and Equisoft University)
Role: The Business Analyst works closely with the Product Owner and reports to the Director, Product Development. He or she is primarily responsible for translating user needs into functional requirements. The Business Analyst must demonstrate great attention to detail and excellent organizational and priority management skills.
Below is a brief description of the product the candidate will be working on.
Equisoft/Plan is a SaaS product that allows financial advisors and planners to create a customized plan to help their clients achieve their financial goals. Whether it's the need to minimize major financial risks (death, disability, critical illness), better budget for expenses or plan for retirement, Equisoft/Plan is their tool to help them in the process of identifying needs and establishing strategies.
Your Day with Equisoft:
- Carry out functional analyses of new technological solutions based on user requirements;
- Work closely with UX designers, developers and product manager to document functional specifications
- Contribute to the design of new roadmap functionalities
- Contribute to user interface design in collaboration with designers
- Support the development team during the sprint (answer questions, participate in informal demonstrations, review test cases, etc.).
- Prepare and carry out functional tests
- Act as a proxy for the product manager, if necessary
- Participate in planning sessions with the development team leader and product manager to define the priorities and scope of the next delivery
- Create the necessary Jira tasks for the sprint and collaborate with the technical architect and team leader.
Requirements:
Technical - Minimum of 2 years' significant work experience in the insurance and finance sector personal
- Bachelor's degree in software engineering or information technology or a college diploma combined with 3 years' relevant experience
- 5 years or more in a functional or business analyst role
- Excellent oral and written communication skills in French and English.
- Experience with agile practices (asset).
- Experience working with a design team (UI/UX) (asset)
Soft Skills
- Strong sense of organization and prioritizing
- Analytical and problem-solving skills
- Ability to communicate, write and synthesize information
- Ability to multi-task in a rapid-paced environment
- Team spirit, tact, diplomacy, autonomy, rigor, and discipline
Equisoft is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
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