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business analyst Remote

Nest Wealth Asset Management

Full Time Remote 10.56 - 12.04 CAD Today

Job description

We’re building our Nest!

Where you’ll be: Working remotely, anywhere in Canada (in EST)

Your Role: Business Analyst (3 month contract, with the possibility of extension)

Reporting to: Tom Samuel

Who We Are:

Founded in 2014, Nest Wealth created Canada's first SaaS-based digital wealth management platform to ensure investors have access to sophisticated, personalized and transparent wealth management services. Nest Wealth is Canada’s largest independent digital wealth management platform, offering both direct-to-investor and advanced business-to-business solutions.

Finding amazing people is one of the hardest parts of building a successful company. That’s why we take our culture and our people seriously. We are a proud recipient of ‘Great Place to Work’ for the past 3 years, ‘Best Workplaces for Inclusion’, ‘Best Workplaces in Technology’, and ‘Best Workplaces in Canada’ and we've recently been recognized as part of the top 10 scaling startups in Canada by CIX.

Before you apply, get an inside look into our culture and learn from team members who discuss what we’re building, recent problems we’ve solved, how/why we’ve made changes to our tech stack and what it’s like joining our team!

The Opportunity:

Nest Wealth is looking for a Business Analyst to join the team on a contract basis. You will have the unique opportunity to work cross-functionally across multiple teams and specifically work closely with our Implementation Project Manager, Product Manager & UX Designer contributing valuable insights to improve the onboarding process for new investment accounts and enhance the overall product experience. This opportunity is best aligned with someone who has experience with data and/or business analytics and who may be particularly curious about the BA function within an innovative and progressive FinTech startup

How you will make an impact:

Impact on the Professional Services team: The role will contribute significantly to the Professional Services team by collaborating with the Implementation Project Manager to shape the onboarding experience for new investment accounts. This collaboration will help ensure a seamless and efficient onboarding process, enhancing customer satisfaction and strengthening the team's ability to deliver high-quality services.
Impact on the Product Management and UX Design teams: This collaboration will enable the team to incorporate valuable insights and requirements into the product, resulting in an improved user experience for customers. The role's contributions will help shape the overall product strategy and enhance Nest Wealth's competitive position in the market.
Analyze paper/PDF forms to identify existing data elements in the Nest Wealth data dictionary and add new entries, as appropriate
Digitize paper/PDF forms as fillable Docusign templates with metadata corresponding to the Nest Wealth data dictionary
Manipulate CSV (Google Sheets) and JSON data to support form and UI field mapping configuration
Participate in and support validation (QA) activities to ensure configuration integrity

Why this role could be a good fit for you:

You have experience with metadata & data dictionary management
You have experience with Canadian and US investment account opening forms
You have proficient experience using JSON
You have experience with Docusign template creation
You have experience with Excel and data analysis
You have a good understanding of how to utilize Salesforce
You know how to effectively provide in-depth reporting on progress

It would be GREAT if you had:

Previous experience in the FinTech space

How can you grow:

Potential of joining our team full-time following successful graduation and continual internal mobility opportunities as we scale and as you grow
Gain experience at a hyper-growth start-up offering a variety of opportunities to get exposure early in your career
Learning and development stipend to put towards professional development
Company-wide lunch & learns across the organization to learn more about FinTech

Commitment: You believe in and embody our 4CE (Force ) values!

You are: Conscientious, Comfortable with Ambiguity, Competitive, Curious, and Expeditious (that means you are a FORCE \uD83C\uDF2A\uD83C\uDF2A)

No candidate will meet every single desired qualification. If your experience looks a little different from what we’ve identified below and you think you can bring value to the role, we’d love to learn more about you!

What you can expect with our interview process:

We understand interviewing can be a daunting experience, and we are here to support you every step of the way. Here is a step-by-step guide on what interviewing with us looks like:

1. 30 min “get to know you” interview with our Talent Acquisition Partner

2. 60 min ‘meet the hiring manager’ interview with our Director of Professional Services & Implementation Project Manager

Our ideal time-to-hire is 28 days, we try our best to provide an efficient, engaging, and enjoyable interview experience. All interviews are over video via Google Meet.

In addition to joining a phenomenal team, we offer support for you, professionally and personally:

Flexibility: An engaging remote-first culture in Canada coast-to-coast. Our employees have the latitude to take care of the other parts of their lives and be there for the things that matter to them

Comprehensive Compensation & Benefits: A competitive total compensation package that includes variable bonus, health, and dental benefits, 3 weeks vacation, and 10 days PTO.

Nest Wealth Equity: An employee stock option plan. We believe work means more when you have ownership in what we’re building

Learning & Development: Udemy Business license, $1000 L&D stipend to put towards professional development, Lunch & Learn opportunities, continual company-wide workshops

Support for Growing Families: We welcome new additions with a generous parental leave top-up

A Connected team: Our social committee knows how to bring the fun! Team bonding game nights, workouts, wellness workshops, cooking classes, and more.

Social Impact: We partner with Troop to help us make a tangible difference in the lives of our neighbours who need it most. Each month we donate $1000 to a local charity and best of all, we get to see how our support is creating an impact in our community. We also have an Employee-driven Resource Group (NWomen); with two paid volunteer days annually.

The Downside?

We’re pretty self aware as a company, and we know there are some areas where we can do better:

Process: The Company is growing fast in all aspects, which is great. We are one of the Top 25 fastest growing private companies in Canada over the last 4 years. The hard part is that we don’t have the processes of a big company in place yet. We are counting on our people to help create that process, stand-up better efficiencies, and adjust quickly as we grow.

Challenges ahead: We have pivoted to where we see the best and biggest opportunity as an enterprise & B2B solution. This requires rigour, discipline and planning from the entire team as we address the functionality and features of our platform and like any pivots, there have been a few bumps in the road.

Transition: This is the key to our success and our ability to scale but there will be short-term challenges in making this transition. We are revisiting everything from marketing collateral, pricing, and the go-to-market plan - and calibrating it all to sync up with the strategy. That is a lot to do in a short period of time!

We believe in everyone.

At Nest Wealth, we commit to pursuing deliberate efforts to ensure that our company is a place where differences are welcomed, different perspectives are respectfully heard and where every individual feels a sense of belonging and inclusion. We know that by creating a vibrant climate of inclusiveness, we can more effectively advance our collective capabilities. We welcome and encourage applications from people of all abilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

About Nest Wealth Asset Management

CEO: Randy Cass
Revenue: Unknown / Non-Applicable
Size: 51 to 200 Employees
Type: Company - Private
Website: https://nestwealth.com/about
Year Founded: 2014

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