JobsBusiness & Financial AnalystMontrealBusiness Analyst (Distribution)

Equisoft

Posted 2 days ago

Business Analyst (Distribution)

Equisoft · Montreal, Quebec, Canada · also Quebec, Quebec, Canada

Full-timeHybrid5-10 yrsListed as no visa sponsorshipIT Services and IT Consulting
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In short

The Business Analyst will collaborate with clients and development teams to define business requirements and document functional specifications for insurance solutions. They will also translate user stories into technical requirements and assist the development team throughout the sprint process.

What they're looking for

MUST-HAVE SKILLS

Business analysisRequirements elicitationFunctional specificationsUser storiesProcess modelingWireframingUI designSQL

ALSO MENTIONED

Business AnalystInsuranceInvestmentDigital solutionsFinancial institutionsFunctional specificationsUser storiesWireframesSQLMicroservice architecture

Candidates must hold a technical Bachelor's degree or college diploma and possess at least 5 years of experience in the life insurance industry. Proficiency in business analysis techniques and strong documentation skills are required, with bilingual fluency in English and French.

About the employer

Equisoft

A global provider of insurance and investment software solutions.

Founded in 1994, Equisoft is a global provider of advanced insurance and investment digital solutions. Recognized as a valued partner by over 250 of the world’s leading financial institutions in 16 countries, Equisoft offers innovative front-end applications, extensive back-office services and unique data migration expertise.

Read more

The firm’s flagship products include a SaaS policy administration solution, CRM, financial needs analysis, financial planning, asset allocation, fund and portfolio analysis, quotes and illustrations, electronic application, agency management systems, as well as customer, agent and broker portals. Equisoft is also Oracle’s largest and most experienced partner for the OIPA platform. With its business-driven approach, deep industry knowledge, innovative technology, and more than 700 experts based in Canada, USA, UK, Chile, Colombia, South Africa, India and Australia, Equisoft helps its clients tackle any challenge in this era of digital disruption. For more information about our products and services, please visit our website.

INDUSTRY
IT Services and IT Consulting
COMPANY
Privately Held
FOUNDED
1994
HEADQUARTERS
Montréal, Québec
SIZE
501-1,000on LinkedIn
OFFICES
8 on LinkedIn

KNOWN FOR

Data Conversion and migrationAdminServerAsset AllocationCRMFinancial Needs AnalysisOracle Insurance Policy Administration

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Questions about this role

Is this Equisoft role remote?
Tagged hybrid.
Does it sponsor visas?
Listed as no visa sponsorship.
What experience does it ask for?
Listed as 5-10 years.

The posting, in full

HYBRID - Québec City, Canada What is Equisoft? Equisoft is a global provider of advanced insurance and investment digital solutions, recognized as a valued partner by over 250 of the world’s leading financial institutions. We offer a complete ecosystem of end-to-end and scalable solutions that help our clients tackle any challenge in this era of digital disruption. Our business-driven approach, deep industry knowledge, innovative technology, and expert teams help our partners solve their biggest, most complex problems. With are diverse and multicultural team of experts based in North America, the Caribbean, Latin America, Europe, Africa, Asia, and Australia, Equisoft helps its clients tackle any challenge in this era of digital disruption.

▶ READ THE FULL POSTING

HYBRID - Québec City, Canada

What is Equisoft? Equisoft is a global provider of advanced insurance and investment digital solutions, recognized as a valued partner by over 250 of the world’s leading financial institutions. We offer a complete ecosystem of end-to-end and scalable solutions that help our clients tackle any challenge in this era of digital disruption. Our business-driven approach, deep industry knowledge, innovative technology, and expert teams help our partners solve their biggest, most complex problems. With are diverse and multicultural team of experts based in North America, the Caribbean, Latin America, Europe, Africa, Asia, and Australia, Equisoft helps its clients tackle any challenge in this era of digital disruption.

Why Choose Equisoft? With 950+ employees, we are a stable organization that offers career advancement and fosters a stimulant environment. If that’s not enough, then check out these other perks below:

  • Hiring Location: Canada (our local in Montreal or Quebec)
  • You are welcome to work in our office, hybrid or 100% remote
  • Full-time Permanent Role
  • Benefits available day 1: medical, dental, retirement plan, telemedicine program, employee assistance program, etc.
  • Flexible hours
  • Number of hours per week: 40
  • Educational Support (LinkedIn Learning, LOMA Courses and Equisoft University)

Role: The Business Analyst will work closely with clients and the development team to provide clear business requirements and context setting based on their extensive insurance distribution industry knowledge. The Business Analyst will be responsible for producing formal requirements and providing feature and capability guidance.

Your Day with Equisoft

  • Participate in client, internal and industry workshops as required
  • Work closely with the technical team, product management and clients to document functional specifications that will benefit the core solution.
  • Conceptualize business needs and processes into functional building blocks that fit in the capabilities of our existing software.
  • Translate user stories from various unstructured requirements into business, functional and non-functional requirements (with acceptance criteria)
  • Collaborate with UI experts to design user interfaces and create low fidelity wireframes and detailed screen specifications tasks.
  • Assist the development team during the sprint (answer questions, review test cases, etc.)
  • Participate in pre-planning sessions with the Development Team Lead and Product Owner to define next sprint priorities.
  • Provide pre-sales support on the product from time to time.

Requirements:

Technical

  • Bachelor's Degree or College Diploma
  • 5+ years working for a life insurance company or in a similar role
  • Strong documentation skills, with the ability to create clear and concise requirement artifacts
  • Proficient in business analysis techniques, including user story creation, process modeling and requirements elicitation
  • Knowledge of Life and Health insurance products and processes is an asset
  • SQL knowledge & experience in a Microservice architecture environment is an asset
  • Fluency in both written and spoken French and English (oral and written)

Soft skills

  • Strong sense of organization and prioritization of tasks
  • Analytical and problem-solving skills
  • Ability to communicate, write and synthesize information
  • Ability to multitask in a fast-paced environment
  • Team spirit, tact, diplomacy, autonomy, accuracy and discipline

Equisoft is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

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This listing comes from Equisoft's own careers site. Apply links go to the employer. Company facts are from Equisoft's public profile. Last checked 6 Nov 2026.