Business Systems Analyst

Toronto, ON M5H 3L5

Employment Type: Contract Industry: Other Area(s) Job Number: 60567

Business Systems Analyst

Location: Toronto

Type: 3-Month Contract to Perm


Our Client, a leader in the infrastructure and private equity solutions sector has asked Bagg Technology Resources to assist them in finding a Business Systems Analyst to join their team. The Business Systems Analyst will solicit, understand, and document the business requirements, processes and reporting needs. The successful candidate will serve as a subject matter expert in AltaReturn to customize CRM based on specific client investment guidelines and build/improve BI reporting. As the subject matter expert, you will be responsible for managing data loads and building reports and system improvements. 

Why Join?

This is an excellent opportunity to work for a large organization that can help maximize your potential and develop your career.

Key Responsibilities:

  • Configure the AltaReturn system according to the agreed-upon requirements and work with the client services and investment management teams to migrate client historical data into the system
  • Build customizations for CRM, Portfolio Monitoring and Business Intelligence system
  • Create new fields for Funds and their underlying investment companies and client specific investment guidelines/fields
  • Transfer historical data from Excel format to AltaReturn templates; bulk upload and review of historical data
  • Build customised client reporting, investment dashboards, risk monitoring by client or investment and dynamic reporting
  • Proactively identify functionality/features that would benefit the business
  • Other duties as required


Technical Skills

  • 1 - 3 years of experience in Business Intelligence/Quality Assurance.
  • Minimum of 1-3 years of partnership and/or accounting experience at a Fund, Fund Administrator, Big Four or other top accounting firm, private equity firm, pension fund, etc.
  • Completion of a Bachelor of Science Degree in Computer Science or business administration; knowledge of finance, economics, statistics or mathematics a plus; strong academic record
  • Strong, fundamental understanding of Partnership Accounting
  • Background in finance, economics, statistics or mathematics a plus.
  • Experience in AltaReturn is preferred; experience in Microsoft Dynamics GP, Microsoft Dynamics NAV, Microsoft SharePoint, Dynamics CRM, Investrac or comparable Limited Partner (LP) Allocation Software is acceptable
  • Experience with SQL Queries and SQL Server Reporting Services (SSRS) as well as SSRS Reporting Output
  • Knowledge and understanding of data warehouse star schema design and structure
  • Skilled in the use of Microsoft applications, including Word and Excel

Professional Skills

  • Exceptional oral and written communication skills
  • Intellectual agility and the proven ability to manage multiple workstreams simultaneously
  • Strong technical and problem-solving skills
  • Detail-oriented and highly organized with a proven ability to prioritize and meet deadlines
  • Ability to multi-task and work independently as well as part of a client service team
  • Proven ability to work under pressure and in a fast-moving and constantly changing environment
  • Ambitious self-starter, a solid team player with a positive attitude; possesses high professional and ethical standards
  • Works beyond what is required at this level and willing to ‘roll up sleeves’ in an entrepreneurial environment to get work done as necessary
  • Resourceful and persistent in gathering and assessing information and quickly assimilating knowledge


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Accommodations are available upon request to support your participation during all stages of the recruitment process.

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