Technology Business Analyst Lead - Salesforce
We are seeking a Technology Business Analyst Lead to join our Financial Services practice. This role will lead the business analysis workstream for a technology initiative focused on centralizing investment banking documentation in Salesforce and building a daily data feed to Axiom. The position requires deep understanding of investment banking documentation, regulatory context, and technical integration between systems.
Why Join Exadel
We’re an AI-first global tech company with 25+ years of engineering leadership, 2,000+ team members, and 500+ active projects powering Fortune 500 clients, including HBO, Microsoft, Google, and Starbucks.
From AI platforms to digital transformation, we partner with enterprise leaders to build what’s next.
What powers it all? Our people are ambitious, collaborative, and constantly evolving.
What You’ll Do
- Lead the business analysis function for the investment banking documentation centralization project
- Manage intake and prioritization of business requests related to Qualified Financial Contracts (QFCs)
- Act as SME for the documentation portfolio, providing real-time transparency and insights
- Engage with senior stakeholders across technology and business to present gaps, opportunities, and strategic recommendations
- Maintain and evolve documentation such as project plans, BRDs, process maps, and executive summaries
- Collaborate with Salesforce developers and data engineers to define document tagging, metadata capture, and feed logic
- Translate business needs into technical requirements and ensure traceability across systems
- Ensure document structure and metadata support downstream compliance and audit readiness
- Partner with PMs to maintain up-to-date delivery plans and timelines
- Ensure traceability and auditability of documentation and data flows across systems
Targeted Document Types
- Underwriting agreements
- Merger agreements
- Share subscription agreements
- 10b5-1 plans
- Buyback agreements
- Collateral agreements
- Guarantees
- Letters of credit
- Share purchase agreements
- Tender offers
- Credit agreements with security collateral
What You Bring
- 7+ years of experience in business analysis or data analysis within capital markets or investment banking
- Experience in a lead position
- Strong understanding of Salesforce architecture and document management
- Familiarity with investment banking agreements and their regulatory context
- Experience with data integration tools and platforms (e.g., Axiom, ETL pipelines)
- Excellent communication and stakeholder management skills
- Proficiency in process modeling, data mapping, and documentation tools
Location
Toronto, ON
Legal & Hiring Information
- Exadel is proud to be an Equal Opportunity Employer committed to inclusion across minority, gender identity, sexual orientation, disability, age, and more
- Reasonable accommodations are available to enable individuals with disabilities to perform essential functions
- Please note: this job description is not exhaustive. Duties and responsibilities may evolve based on business needs
Exadel Culture
We lead with trust, respect, and purpose. We believe in open dialogue, creative freedom, and mentorship that helps you grow, lead, and make a real difference. Ours is a culture where ideas are challenged, voices are heard, and your impact matters.
Want more jobs like this?
Get jobs in São Paulo, Brazil delivered to your inbox every week.
Perks and Benefits
Health and Wellness
Parental Benefits
Work Flexibility
Office Life and Perks
Vacation and Time Off
Financial and Retirement
Professional Development
Diversity and Inclusion