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.
Permanent Department: Ops Shared Services (830)
30 Adelaide Str, East
Toronto, Ontario, M5C 3G9
Canada
Number of Positions: 1
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 The incumbent will be responsible for in-depth analysis and documentation related to the successful transition from idea to project to automation deployment and will support ongoing automation monitoring/maintenance within the Business Operations Automation Team.
The successful individual will be required to show an aptitude for learning, effective questioning, taking initiative and identifying areas for process improvements in addition to strong written communication skills.
Role Responsibilities Process Analysis & Documentation Engage with business partners across all teams to validate business requirements and conduct in‑depth process analysis and documentation for processes that are automation candidates.
Prepare automation project documentation and ensure all auditable documentation is stored appropriately
Intake and initial analysis/process design document
Solution design documentation (in partnership with automation developers)
Required approvals received
Business hand off documentation development and delivery




Developer checklists and approvals completed pre deployment
Review internal project Business Requirement Documents (BRDs) to assess risks and dependencies to existing automations
Support automation implementation for new client onboarding
Review client requirements and suitability for addition to existing automations
Support documentation for new automations identified.
Automation Team Support Monitor automation status alerts
Monitor and update request/incident tickets assigned to the automation team.
Support simple automation maintenance (i.e. digital worker restarts, credential maintenance)
Monitor vendor service alerts and release notes
Identify risks to our automation program
Identify and document release impacts to existing automations and raise change tickets to address same
Identify new opportunities
Monitor for current tools/features and support suitability assessment of same.
Maintain automation status and results reporting
User Acceptance Testing (UAT) Support Automation User Acceptance Testing (UAT) including:
Support development of test plans and supporting documentation
Tester support in partnership with internal business teams
Execute testing as needed
Change Management, Communication & Training Participate in weekly automation change review
Proactively communicate all initiatives, enhancements, releases, fixes, and system changes impacting the Process Automation Team.
Collaborate with the Business Operations Learning & Development team to:
Identify training impacts and readiness needs
Assist with the development of training materials, job aids, and process documentation
Represent the Automation team at the Enterprise Change Board to monitor for IT changes that may impact automation tools.
Project & Client Engagement Assist with project management of automation deployments
Lead meetings with internal stakeholders.
Participate in client meetings as required.
Vendor Management Participate in regular vendor touchpoints
Attend vendor release/update presentations
Attend vendor training sessions as required
Minimum Qualifications Post-secondary education in a related discipline
Familiarity with software development lifecycle
Ability to work independently,



set priorities and meet deadlines
Previous experience in a development environment
Ability to communicate clearly and effectively, verbally and in writing
Very strong ability to organize and prioritize work and manage multiple, concurrent, projects and tasks
Team Player, able to work in a team environment with shared goals and accountabilities
Strong research / information gathering / analytical and problem-solving skills - takes a logical approach to analyzing problems.
Ability to identify the business impact of changes and seek input as needed.
Proactive in acquiring information to develop new skills to improve job performance. Grasps new material quickly and easily, and applies new information, concepts and procedures in a constructive manner
Initiates new ideas and solutions to regulatory and business challenges and process improvements
Intermediate-Advanced MS Excel
Comfortable presenting to peers and senior leaders
Beneficial Knowledge of the Canadian Investment Fund industry and regulations is an asset
Knowledge of iFAST Base & Surround Products
Familiarity with Fundserv processing and reporting
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 $): 63,000 - 80,000
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
Client Experience Operations
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📌 Business Process & Automation Analyst (Ontario)
🏢 International Financial Data Services (IFDS)
📍 Ontario