Financial application system analyst

Since 1999, Digital Shape Technologies Inc. has developed Webfolio®, a high-value added investment management software used by internationally renowned companies.

We are seeking a financial application system analyst who will work closely with our clients and will serve as a high-level specialist to support the use of Webfolio.

Your main responsibilities

Under the supervision of the Customer Service Manager, your responsibilities will include:

  • Collect financial and technical data from clients in order to assist them with the use of Webfolio.
  • Communicate appropriately with clients depending on the user profile, the type of investments and the investment constraints.
  • Understand, analyze and explain the financial behavior related to the clients’ investments.
  • Identify and document issues related to the application behavior, then validate financial results.
  • Elaborate the specifications of new functionalities and ensure proper delivery of software developments as well as update clients’ knowledge throughout the process.
  • Perform functional tests by simulating the client’s financial activities.
  • Contribute in updating existing documentation, in collaboration with the functional and technical teams.


  • Minimum 2 years of experience as a financial analyst or a similar role.
  • Bachelor's or master's degree in finance.
  • In-depth knowledge of finance (alternative investments, equities, bonds, derivatives, structured products, etc.).
  • CFA is an asset.
  • Experience in customer service.
  • Experience in performing software testing.
  • Good knowledge of MS Office.
  • Bilingual English / French.