Process Analyst

Requirements

• 5-7 years of relevant experience as a Process Analyst / Process Improvement / Change Support professional
• Excellent verbal and written communication skills (must be comfortable influencing stakeholders)
• Strong attention to detail and ability to produce polished documentation
• Proven ability to work independently as a self-starter in a growing team environment
• Strong technical skills in Microsoft Office (Word, PowerPoint)

Preferred Qualifications

• Experience in wealth operations (preferred, but not required)
• General banking experience and/or experience within a large financial institution (BMO experience is a plus)
• Familiarity with platforms/systems such as Broadridge, RIS, or similar tools

Key Responsibilities

• Facilitate meetings and discovery sessions with stakeholders
• Capture and distribute meeting minutes, action items, and executive-ready summaries
• Develop and maintain documentation, including:
• Standard Operating Procedures (SOPs)
• Process maps and workflow documentation
• Other project/change documentation as required
• Lead design and process-change conversations to drive alignment and clarity
• Liaise with Operations, Technology, and Line-of-Business stakeholders to:
• Complete impact assessments
• Identify risks and gaps
• Propose solutions and support decision-making
• Escalate issues appropriately when needed
• Support initiative management activities (note: this is not a Project Manager role)

Job Description

Insight Global is looking for a Process Analyst to support a large banking client’s initiatives within wealth operations. This individual will play a key role in facilitating meetings, producing high-quality documentation, and partnering with cross-functional stakeholders (Operations, Technology, and Line of Business) to assess impacts, identify risks, and support process change efforts. The ideal candidate is a strong communicator, a self-starter, and highly detail-oriented.

We may use artificial intelligence tools to assist with the screening, assessment, or selection of potential applicants for this.

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