Analyst, Business Systems – CRM

Headquartered in Toronto, the Canada Infrastructure Bank (CIB) is responsible for investing in new infrastructure projects. The CIB’s mission is to work with provincial, territorial, municipal, federal, Indigenous and private sector investor partners to transform the way infrastructure is planned, financed and delivered in Canada.

The Analyst, Business Systems, will be based in Toronto and report to the Manager, Information Technology. The Analyst, Business Systems, is pivotal in documenting business requirements, designing, developing and supporting business applications. The Analyst, Business Systems, will collaborate closely with business stakeholders, IT leadership and cross-functional teams to ensure that solutions are robust, scalable and aligned with organizational goals.

The ideal candidate will have an undergraduate degree in Information Systems or a related field, over three years of experience as a Business Systems Analyst, and be self-directed.

Your responsibilities include:

• Collaborate with stakeholders, project managers, developers and technical teams to identify, document and manage business requirements and specifications. Ensure business requirements are complete, correct, consistent, concise and achievable, securing sign-off from business owners
• Establish and maintain strong partnerships with business users to determine optimal solutions for business and system needs. Set stakeholder expectations appropriately and effectively communicate complex concepts to non-technical audiences
• Design, configure, and deploy custom applications and automated workflows. Ensure solutions are efficient, compliant and meet business objectives
• Act as a subject matter expert for Dynamics CRM and Charles River Private Markets (CRPM) applications and their integrations, including data synchronization, error resolution and process optimization. Collaborate with CRPM teams to ensure accurate data mapping, timely refreshes and alignment with investment management workflows
• Provide ongoing support, troubleshooting and guidance on business applications
• Design, develop and deploy comprehensive reports using Power BI, ensuring data accuracy, insightful visualisation and actionable analytics. Utilise advanced reporting techniques to translate complex business requirements into clear, interactive dashboards and reports
• Develop and maintain technical documentation, training guides and FAQs. Integrate organizational change management practices into training and adoption strategies to ensure smooth transitions and high user engagement
• Maintain documentation of system architecture, changes and user acceptance testing. Ensure quality and consistency of corporate data and produce ad-hoc reports or data extracts as necessary

Your ideal profile:

• 3 to 5 years of experience as a Business Systems Analyst, Functional Consultant, Power Platform Consultant, or similar role
• Undergraduate degree in Information Systems, Business, Finance, Computer Science or a related discipline, or equivalent practical experience
• Strong hands-on experience with:
  • Dynamics 365 / Dynamics 365 Sales
  • Power Apps, particularly model-driven applications
  • Microsoft Dataverse
  • Power Automate
  • Dataverse security roles and record-level security
  • Solution management and application lifecycle management
• Certification in Microsoft Dynamics 365 and/or Power Platform (e.g., PL-200, MB-210, PL-400), an asset
• Understanding of integrations, APIs, connectors, relational databases, and data mapping
• Experience gathering and translating business requirements into system and solution designs
• Experience with business-process analysis, functional specifications, testing and UAT
• Experience with Business Central, an asset
• Experience with Charles River Private Markets or similar Investment Management systems, an asset
• Experience with Microsoft Copilot Studio, including designing or supporting agents and integrating them with Power Platform business processes, an asset
• Working knowledge of Power BI and reporting concepts
• Experience in agile methodologies and project management
• Able to work independently with excellent organizational and priority management skills
• Excellent analytical and problem-solving skills
• Strong written and verbal communication skills
• Sense of initiative, entrepreneurial spirit
• Bilingual English/French, an asset

We thank you for your interest. Only those selected for further screening or an interview will be contacted.

Don’t forget to follow us on LinkedIn and on X (formerly Twitter) @cib_en or @bic_fra.

At the CIB, we are committed to diversity and equitable access to employment opportunities. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know at [email protected] and we will work with you to meet your needs.

For more information on our company, visit www.cib-bic.ca.