Business Analyst - Investment Technology & Data

Description

Alpha Group is a leading global consultancy to the financial services industry. Founded in 2003, Alpha has spent over 20 years bringing together specialists, sector-focused strategy, management consulting, and technology expertise to support the entire client transformation lifecycle. Having partnered with more than 1,200 clients worldwide across the asset and wealth management, alternatives, and insurance industries, Alpha is a trusted advisor for complex change programs.

We now have over 1,180 consultants working with clients across North America, the UK, Europe, the Middle East, and APAC. In 2024, in recognition of our successful track record and strong growth prospects, Alpha was acquired by Bridgepoint, one of the world's leading quoted private asset growth investors.

Our people are at the heart of everything we do. Many of our team have built long and fulfilling careers with us, often staying for over a decade. Alpha offers a genuinely rewarding place to work: a meritocratic environment where your career can flourish, and a welcoming culture where you can be yourself, connect with others, and thrive.

As we look to the future, we’re excited to be looking for new Alpha colleagues—individuals who are collaborative, innovative, and ambitious. We hope you will join us and help shape the next chapter of our growth journey.

Conditions

The anticipated base salary for this role varies based on geographic location and is structured across three compensation zones. These zones reflect local market conditions and cost of labor. Geographic placement is determined by the employee’s primary work location.

Applies to candidates working in designated high-cost metropolitan areas, including: Los Angeles, CA; San Francisco, CA; Boston, MA; New York City, NY; and Washington, DC, as well as remote roles based in Massachusetts or the New York Tri-State Area.

Applies to candidates working in key metropolitan markets, including: Austin, TX; Atlanta, GA; Chicago, IL; Charlotte, NC; Denver, CO; and Philadelphia, PA, as well as remote roles based in Texas, California, Pennsylvania, Florida, or Colorado.

Applies to all other U.S. locations not listed above.

Toronto | CAD 137,800 - CAD 161,500

Applies to candidates working in the Toronto region

Final compensation will be determined based on experience, qualifications, and work location. In addition to base salary, this role is eligible for a discretionary bonus and a comprehensive benefits package. We are committed to equitable and transparent compensation practices across all locations.

Competitive salary with annual profit-sharing opportunity

401k/RRSP matching

25 days of annual paid time off

Up to 7 days annually for sick leave

Supplemented medical, dental and vision coverage

Generous reimbursement for commuting, mobile phone, and home internet expenses

North America team-wide training and retreats

Sponsorship towards professional certifications / training supported with 5 days of paid training time.

We are committed to creating an environment where careers and families can thrive together. Our family-friendly benefits are designed to support employees through every stage of caregiving:

Comprehensive parental leave for all parents, including 8 weeks of birthing leave and 8 weeks of bonding leave.

Return with Care Program to support a smooth transition back to work after leave.

Child Sickness Leave , providing up to 5 days of protected time for returning parents.

Menstrual care support , offering employees time off as needed to manage menstrual-related illness.

Pregnancy loss support, offering paid time off and resources to support employees through loss.

Menopause support , ensuring employees have access to resources and flexibility during this stage of life.

Flo subscription coverage for up to two memberships per year to support reproductive and hormonal health.

Flexible hybrid schedules help balance work and family commitments.

A supportive community of working parents that shares resources and fosters connection.

Leadership that models healthy work–life integration , reflecting our belief that family and professional success go hand in hand.

Our Commitment to Inclusion

At Alpha, diversity, equity and inclusion are critical to our success. Our priorities show a focus on fostering an inclusive, equitable workplace where individuals are treated fairly regardless of gender or background. We welcome applications from disabled people and are committed to making our recruitment process and workplace accessible and inclusive for everyone.

Benefits

• Flexibility that supports real life – We trust our team to manage their time and energy in the way that works best for them. Our hybrid and flexible working model allows you to balance client delivery with personal commitments — without sacrificing career progression.
• Inclusive parental leave & family support – We offer generous parental leave for all parents alongside a truly supportive return-to-work culture. Many of our team members transition smoothly back through flexible scheduling, ramp-up periods, and ongoing mentorship.
• Established yet entrepreneurial – Alpha combines the stability of a global consultancy with the agility of a high-growth firm, giving you autonomy, visibility, and the ability to shape your career.
• Learning built in, not added on – You’ll receive tailored training, structured mentorship, and up to 5 paid training days each year, plus on-the-job experience that accelerates your growth.
• A diverse culture and leadership team – We’re proud to have diversity within our senior leadership here at Alpha across North America and globally. We invest in developing all leaders through coaching, internal communities, and opportunities to work closely with partners.
• A truly supportive environment – We’re a meritocratic culture where your impact matters more than face time. We care about results, high standards, and collaboration.
• About Alpha Tech Services
• Alpha Tech Services is part of the Alpha Financial Markets Consulting (Alpha FMC) group, the leading global consultancy to the asset and wealth management industry. We are a boutique management consulting firm that offers the world’s top asset and wealth managers a competitive edge through our expertise and industry insight. Our team is of a uniquely high caliber and by focusing on asset and wealth management alone we build deep knowledge and experience within our industry. We work with a blue-chip client base, including 21 of the top 25 largest global asset management firms, and work with over 130 clients across the globe. We have our headquarters located the United Kingdom, as well as offices in major global financial centers across the United States, Canada, France, Luxembourg, Switzerland, Denmark, and Asia. Alpha Tech Services represents the technology implementation/business integration arm of the Alpha group, with deep expertise in delivering change and transformation programs centered around Asset & Wealth technology solutions. To clients, we are a trusted partner for creating programs, however, we are so much more to our employees. At Alpha, we pride ourselves in being a meritocratic environment perfect for building a career and meeting great people, as well as a rewarding place to work.
• Role Responsibilities
• Alpha FMC is looking for a Data Business Analyst to join our growing team. We are seeking people with strong Front Office Technology skills, along with a personal desire to build a unique, world-class service offering for our clients.
• The Investment Technology BA will be part of our Investment Technology & Data team, Alpha Tech Consulting – and will require the following skills:
• Minimum 3 years of experience in an implementation or business analysis role for a leading front office technology, such as Blackrock Aladdin, Charles River IMS, Bloomberg AIM, or SimCorp Dimension
• Proficiency in SQL, understanding of data modelling, data governance, and data quality management.
• Familiarity of portfolio management and trading processes in for asset managers/asset owners across fixed income, equity, derivatives, & alternative products
• Specialist in two of the following areas (minimum 2 years’ experience): Risk & Performance, Compliance & Regulation, Client Reporting, Non-listed Derivatives Management, Investment Operations & Settlements, Investment Data Management
• Experience implementing solutions in modern cloud data platforms, such as Snowflake, Databricks, Amazon Redshift, or Microsoft Fabric
• Deep experience of leading small to medium-sized teams in an implementation/consulting environment
• Willingness to travel when required
• General skills:
• Strong problem-solving skills and attention to detail
• Excellent interpersonal and client relationship skills
• Entrepreneurial approach and commercial awareness
• Proven experience in building and delivering technical solutions
• Outstanding demonstrated verbal and written communication
• Specialist industry qualifications such as CFA, CAIA, FINRA Series 7 or equivalent is desirable
• Appreciation of regional business culture