About the Role
The Process Analyst supports the definition and documentation of future-state business processes for FNZ’s platform solutions for wealth management clients. This role involves creating accurate, standards-compliant BPMN models that reflect approved requirements and enable downstream delivery activities, requiring a hands-on, detail-oriented approach to consuming requirements and interpreting functional intent.
Responsibilities
- Produce future-state business process models in BPMN 2.0 (Level 1 Descriptive), following established methodologies and modelling standards.
- Interpret functional requirements, business rules, and TOM components to ensure process models accurately reflect expected behaviour.
- Decompose end-to-end journeys into logical process steps and reusable sub-processes.
- Ensure process models are complete, consistent, and ready for stakeholder review.
- Maintain process-level traceability to Jira stories, system interactions, regulatory obligations, outputs, and procedures.
- Track and manage clarifications, gaps, and follow-up items throughout modelling review cycles.
- Support QA by ensuring the processes clearly articulate expected outcomes and scenarios.
- Participate in process walkthroughs with internal teams and client SMEs to review, refine, and validate future-state processes.
- Collaborate with Solution Consultants to confirm functional intent and clarify requirements where needed.
- Coordinate with Project Managers to understand modelling timelines, deliverables, and priority focus areas.
- Engage Business Readiness teams to ensure process artefacts support downstream operational preparation.
- Apply BPMN best practices and modelling standards to all process documentation.
- Seek guidance and feedback from Senior Process Analysts to enhance modelling skills and domain knowledge.
- Contribute to continuous improvement initiatives within the Process Analysis team.
Requirements
- General investment/wealth/life and/or pensions products and the markets in which FNZ and our customers operate.
- FNZ Platform experience preferred, including being knowledgeable about 1-2 functional areas of the platform.
- For the jurisdiction being hired for, an appreciation of the regulatory environment FNZ operates.
- 3+ years of experience in a delivery/consulting environment in financial services/wealth market.
- 2–3 years of experience in business analysis or process modelling roles, ideally within financial services or wealth management.
- Foundational understanding of Canadian wealth concepts and operational processes.
- Familiarity with Canadian investment product types (RRSP, TFSA, RIF, LIF, etc.) and industry service providers (exchanges, depositories, custodians).
- Experience working within Agile delivery environments, using Jira/Confluence or similar tools.
- 1st class degree or equivalent experience.
- Experience working within a business analysis / consulting role.
- Experience within an environment of continuous improvement and capability development.
- Confident, and able to take initiative given client– and delivery-focused environment.
- Independent, self-directing and delivery focused working style.
- Intermediate computer skills essential.
- Excellent organisational, administration and time management skills, with attention to detail and completeness.
- Excellent written, verbal, and presentation skills, with experience facilitating stakeholder workshops.
- Experience working with internal and external clients.
- Strong working knowledge of BPMN 2.0 with at least 2 years of hands-on process modelling experience.
- Ability to interpret and translate requirements into clear and accurate process models.
- Strong analytical thinking and problem-solving skills.
- Ability to work independently in a delivery-focused environment while managing multiple priorities.
Skills
- BPMN 2.0
- Process Modelling
- Business Analysis
- Jira
- Confluence
- Agile
- Wealth Management
- Financial Services
- Communication
- Problem-Solving
- Analytical Thinking
- Time Management
- Organisational Skills
Experience Level
- 3+ years of experience in a delivery/consulting environment in financial services/wealth market
- 2–3 years of experience in business analysis or process modelling roles
Education Level
- 1st class degree or equivalent experience
Benefits
- Remuneration, significant financial rewards and career advancement is based on individual contribution and business impact rather than tenure or seniority
- Global career opportunities
About the Company
- FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms.
- FNZ created wealth’s growth platform to help.
- FNZ provides a global, end-to-end wealth management platform that integrates modern technology with business and investment operations.
- FNZ partners with the world’s leading financial institutions, with over US$2.5 trillion in assets on platform (AoP).
- Together with our clients, FNZ empowers nearly 30 million people across all wealth segments to invest in their future.
Equal Opportunity
- At FNZ, we recognise that diversity, equity and inclusion are important factors contributing to our success.
- We embrace the unique perspective and capabilities of our current and future employees, which will help us continue to drive innovation and achieve our business goals.
- Recruitment decisions at FNZ are made in a non-discriminatory manner without regard to gender, ethnicity/race, faith, age, nationality, gender identity, sexual orientation, marital status, socio-economic background, disability or military veteran status where all applicants and employees are valued and respected.
- We want to ensure accessibility needs are well supported, if you require specific support please advise us.
