Overview
Business Consultant – Trading & Investment Operations Jobs in Montreal, Canada at International Financial Group
Title: Business Consultant – Trading & Investment Operations
Company: International Financial Group
Location: Montreal, Canada
Category:
Position: Business Consultant – Trading & Investment Operations (Contract)
Location: Montreal
Our client, a large enterprise organization, is seeking an Intermediate Business Consultant for a 12-month contract opportunity (strong potential for extension). This is a hybrid role based in Toronto or Montreal
, requiring regular onsite presence at a downtown office location.
This is a high-impact transformation role supporting trading workflows, investment operations, data integration, and cross-functional business change initiatives across front, middle, and back-office environments.
Key Responsibilities
o Lead business analysis and solution design initiatives to enhance trading workflows and operational processes
o Manage cross-functional change requests and coordinate enhancements through full lifecycle delivery
o Support onboarding of new products, instruments, and system capabilities
o Act as a central point of contact for operational inquiries and workflow improvements
o Identify opportunities for process optimization, automation, and simplification
o Collaborate with business, technology, and operations teams to ensure aligned execution
o Communicate impacts, risks, and updates effectively to stakeholders
o Contribute to long-term transformation and future-state workflow design
o Provide subject matter expertise across institutional trade lifecycle processes
Must-Have Requirements
o 5+ years of experience designing solutions across complex financial systems
o 5+ years of experience leading change management, workflow optimization, and operational improvements
o Ability to operate in a hybrid capacity (Business Analysis + Project Coordination + SME support)
o Strong knowledge of institutional trade lifecycle across front, middle, and back office
o 2+ years of experience with Bloomberg trading systems
o Solid understanding of operational dependencies including custody, reporting, accounting, investment controls, and risk
Nice-to-Have
o
Experience with institutional platforms such as Think Folio, Eagle/SS&C, OMGEO CTM, TMS, or similar
o Exposure to enterprise data warehouse or investment operations systems
o
Experience with automation tools (VBA, Python, Alteryx)
o Prior experience within large financial institutions
o Exposure to regulatory change or institutional client onboarding initiatives
Soft Skills
o Strong communication and stakeholder engagement skills
o Ability to lead cross-functional initiatives and influence without direct authority
o Analytical thinker with strong problem-solving capabilities
o Highly organized and comfortable managing competing priorities
o Professional, collaborative, and comfortable escalating when required