Permanent Department: Ops Shared Services (830) 30 Adelaide Str, East Toronto, Ontario, M5C 3G9 Canada Number of Positions: 1 Who We Are With its global headquarters in Toronto, Canada, International Financial Data Services (IFDS) is a world-leading provider of outsourcing and technology solutions to the financial services industry. IFDS services over 240 financial organizations around the world, providing solutions to a wide range of global asset managers, wealth managers, banks, and insurance companies. The IFDS enterprise supports more than 17 million accounts with AUA of approximately CAD $4 trillion.

IFDS Canada is a 50/50 joint ventures between Boston-based State Street Corporation, one of the world’s leading providers of financial services to institutional investors, and Connecticut-based SS&C; Technologies, a global provider of investment and financial software-enabled services and software for the global financial services and healthcare industries. Imagine yourself at IFDS Come experience a community like no other at International Financial Data Services (IFDS).

We offer work opportunities driven by a passion for creating market leading financial solutions, and a culture that nurtures collaboration, accountability, diversity & inclusion, and continuous learning. We’ll provide you with opportunities to develop your career. From ongoing training and development programs to experiences working with our global financial services partners, you’ll be able to realize your full potential.

Role Overview Responsible for user testing of the business-application aspects of enhancements to iFast Base, Desktop, Web and other related applications. Ensures that changes to the system conform to business requirements and processes and/or internal and external client expectations.

Role Responsibilities

Creates UAT test plans, test cases and scenarios that capture client requirements, potential risk items and accurately define expected results and actual results. Attends business and technical project meetings.Acquires and clarifies understanding of requirements,



concerns and approach from various teams involved and applies this understanding to the UAT testing strategy.

Works with internal teams to resolve environment and project issues

Recognizes improvement opportunities and works with leads/management for implementation.

Reviews business specification documents, conducts research and gathers pertinent information relevant to the project

Ensures adequate testing coverage of all business and functional requirements as documented in the release notes and other project artifacts

Understands and tests business-improvement-related process or set-up changes across the affected applications utilized by the Transfer Agency (iFast Base, Desktop, Web, and other related applications.)

Identifies and reports clearly documented testing defects

Monitors progress of issues raised against assigned projects.Escalates and follows-up as appropriate.

Prompt identification of risk items.Acts to prevent impact by testing and/or timely communication to Manager/Project Team.

Learns, understands and retains knowledge of applicable business processes and system set-ups for the entire Transfer Agency clientele for effective risk-based (negative) testing

Prepares power point presentations and conducts functionality walkthroughs geared towards a Business Operations audience

Supports Transfer Agency on ad-hoc testing requests

Updates UAT reporting spreadsheets for accurate stats and metrics reporting.

Minimum Qualifications Critical Mutual funds and/or segregated funds knowledge and processing skills, preferably on iFAST applications

Excellent analytical skills

Resourceful.Finds solutions and answers to resolve issues.

Highly focused, detail oriented, effective and independent

Self-motivated. Shows initiative and takes pride in and commitment to their work

Valuable oral and written communication skills





Ability to coordinate information from various sources and complete assignments within established timeframes and standards (e.g. zero defect target)

Ability to identify potential business problems

Ability to interpret technical specifications and facilitate walkthroughs to ensure that business intent is satisfied Important Microsoft Windows, Word and Excel intermediate or better skills

University degree or College Diploma preferred Beneficial Completion of CSC (Canadian Securities Course) and/or IFIC (Operations Course)

Prior work experience in software testing, preferably mutual fund recordkeeping systems

Understanding of the waterfall and agile methodologies of the Software Development life cycle AODA Statement IFDS Canada encourages applications from all qualified individuals. Applicants with disabilities may notify us of any accommodation needed to support your participation in the recruitment process. We wish to thank all applicants for their interest and effort in applying. Please be aware that only candidates selected for interviews will be contacted for this position.

Salary Range Pay Range (CAD $): 58,000 - 73,000 The above reflects an industry-benchmarked target compensation range. The salary offered may vary based upon the candidate’s skills and experience, job-related knowledge, and other specific business needs.

IFDS Provides Total Rewards: IFDS offers a comprehensive, competitive compensation & benefits package

Work-Life Balance: IFDS offers a hybrid work environment with our office located in the downtown core within walking distance to Union Station and the PATH

Professional Development: IFDS offers continuous learning opportunities, leadership development & training programs

Inclusive Culture: Our inclusive work environment supports equity and values diversity

Wellness Programs: Access to a variety of wellness initiatives, mental health support, and employee assistance programs

Community Engagement: Participate in volunteer opportunities and give back to our community through our various social care programs Section: Client Experience Operations

📌 UAT Analyst (Toronto)
🏢 International Financial Data Services (IFDS)
📍 Toronto