Business Analyst
Description
Business Analyst, Compliance Technology
Canaccord Genuity LLC is the U.S. investment banking and capital markets division of Canaccord Genuity Group Inc. (TSX: CF, LSE: CF.), offering institutional and corporate clients idea-driven investment banking, merger and acquisition, research, and sales and trading services. Our team of capital markets and advisory professionals has industry and transactional expertise in key sectors of the global economy. We are committed to providing valued services to our clients throughout the entire lifecycle of their business and operating as a gold standard independent investment bank.
Canaccord Genuity is building the next generation of technology, data, automation, and AI-enabled workflows for its Trading Compliance & Surveillance team. This is an opportunity to work directly with the Head of Trading Compliance & Surveillance and help design how the team uses technology to operate more accurately and efficiently. You do not need to be an expert in securities regulation. We can teach you financial markets, business, and regulatory context. We are looking for someone who brings strong technology skills, intellectual curiosity, initiative, excellent interpersonal skills, and a desire to build something new.
This is a newly created position with significant opportunities for learning, growth, and visibility. You will work directly with leadership, collaborate closely with Information Technology, and gain exposure to technology, data, compliance, surveillance, vendors, and financial markets.
Essential Job Functions
- Design and improve team workflows and business processes.
- Turn business ideas and regulatory requirements into clear requirements and specifications for our Information Technology team and external vendors.
- Work closely with developers and business users to build new tools and enhance existing platforms.
- Own data mapping, data-quality reviews, reconciliations, dashboards, reporting, and the accuracy of data flows supporting the team.
- Lead testing, rollout support, documentation, and user training for new tools and enhancements.
- Help the team make the best use of Microsoft 365, Copilot, Power BI, Power Automate, Power Apps, Excel, Teams, and related technologies.
- Evaluate the benefits, limitations, and risks of AI tools and identify responsible ways to reduce manual work and improve decision support.
- Partner with senior management to evaluate vendors, establish priorities, and manage ongoing enhancements.
Required Qualifications
- Approximately 2–6 years of experience in business analysis, technology, consulting, operations, data, financial technology, or a related field.
- Strong Microsoft technology skills, including experience with tools such as Microsoft 365, Copilot, Power BI, Power Automate, Excel, Teams, or similar platforms.
- Ability to understand business problems and translate them into practical solutions and clear requirements.
- Strong analytical and organizational skills.
- Excellent written, verbal, and interpersonal communication skills.
- Curiosity, initiative, follow-through, and a collaborative, team-oriented approach.
- Experience in financial markets is a plus, but not required.
Driven by your success
A career at Canaccord Genuity means working for a client-centric organization with a global reach across 10 countries. We are driven to achieve for our clients, our shareholders and each other – our people and culture are at the heart of our success. No matter what your role, you have the opportunity to make a positive difference through your ideas and hard work and be rewarded for your performance.
Driven by diversity and inclusivity
Canaccord Genuity is committed to encouraging a diverse workforce and to promoting a respectful and inclusive culture in which everyone has the opportunity to thrive and realize their potential. We recognize that diversity across our business strengthens relationships, enables more innovative solutions for our clients, as well as creating a more stimulating place to work.
Building and developing a truly varied team of talented people from all walks of life is essential for tackling new global challenges, adapting to changing markets and appealing to an increasingly diverse client base.