Business Process & Automation Analyst

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

Theincumbent will be responsible for in-depthanalysis and documentation related to the successful transition from idea toproject to automation deployment and will support ongoing automationmonitoring/maintenance within the Business Operations Automation Team.

Thesuccessful individual will be required to show an aptitude for learning,effective questioning, taking initiative and identifying areas for processimprovements 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 projectdocumentation and ensure all auditable documentation is storedappropriately

Intake and initial analysis/processdesign document

Solution designdocumentation (in partnership with automation developers)

Required approvalsreceived





Business hand offdocumentation development and delivery

Developer checklists andapprovals completed pre deployment

Review internal project BusinessRequirement Documents (BRDs) to assess risks and dependencies toexisting automations

Support automationimplementation for recent client onboarding

Review clientrequirements and suitability for addition to existing automations

Support documentation fornew automations identified.

Automation Team Support

Monitor automation statusalerts

Monitor and updaterequest/incident tickets assigned to the automation team.

Support simple automationmaintenance (i.e. digital worker restarts, credential maintenance)

Monitor vendor servicealerts and release notes

Identify risks to ourautomation program

Identify and documentrelease impacts to existing automations and raise change tickets toaddress same

Identify newopportunities

Monitor for newtools/features and support suitability assessment of same.

Maintain automation statusand results reporting

User Acceptance Testing (UAT)

Support Automation UserAcceptance Testing (UAT) including:

Support development oftest plans and supporting documentation

Tester support inpartnership with internal business teams

Execute testing as needed

Change Management, Communication & Training

Participate in weeklyautomation change review

Proactively communicateall initiatives, enhancements, releases, fixes, and system changesimpacting the Process Automation Team.

Collaborate with theBusiness Operations Learning & Development team to:

Identify training impactsand readiness needs

Assist with thedevelopment of training materials, job aids, and process documentation

Represent the Automationteam at the Enterprise Change Board to monitor for IT changes that mayimpact automation tools.

Project & Client Engagement

Assist with projectmanagement of automation deployments

Lead meetings with internalstakeholders.

Participate in clientmeetings 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 solid 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

📌 Business Process & Automation Analyst (Winnipeg)
🏢 International Financial Data Services
📍 Winnipeg