Business/Operations Analyst (5+ years of experience) to support Project TPC using business analysis, UAT testing, and Wealth Management operations- 42149 Our financial services client is seeking a Business/Operations Analyst (5+ years of experience) to support Project TPC using business analysis, UAT testing, and Wealth Management operations- 42149
Location Address: Split across 2 offices downtown – 5x/week onsite- University Ave (primary location) and King St. W (Both Downtown Toronto)
Contract Duration: 6 months ( Possibility of extension and FTE)
Schedule Hours: 8:30am-5pm Monday-Friday; standard 37.5 hrs/week (Possible OT)
Business group:
Project: Project TPC (Trust Private Client)
The successful candidate worked closely with Portfolio Operations, National Services, and the Special Projects team to conduct business analysis and participate in requirements gathering sessions, create process and requirements documentation, collaborate with external vendors to discuss project activities and deliverables, and perform business validation within in-scope applications while documenting validation results and track items to follow up on deficiencies.
Typical Day in Role:
Ensure all quarterly client statements are run, printed, reviewed and sent to clients on time and adhering to strict quality standards
Review the accuracy of client portfolios by running various data clean reports on Mpower – investigate and update any discrepancies.This involves extensive review of the Mpower underlying databases – review security transactions, cash balances, position reports, pricing, and performance calculator.
Review and balance any Statement of Change discrepancies.
Co-ordinate with Portfolio Managers for timely delivery of statement testing
Provide support to ensure all security trades are input accurately and within the strict time restraints to SJF (Scotia Jarislowsky Fraser) front office portfolio systems, Mpower.
Update and review new and existing client profiles to ensure accurate set up.
Participate in testing and implementation of internal operational enhancements and troubleshooting errors that arise due to programming issues.
Create and deliver reporting that addressed the current needs of Wealth Management business lines and collaborate with management to proactively anticipate future requirements and business impacts.
Ensure the accuracy and integrity of data collected by maintaining database and/or loading information as required to appropriate applications.
Perform customer Service duties in a professional and thorough manner by acting as liaison with project team
Communicate effectively with all levels of staff including Senior Management, exercise proper judgement and ensure confidentiality is maintained at all times.
Set working priorities autonomously or as part of operations team ensuring both deadlines are met for both standard and rush assignments.
Maintain direct adherence to the company and Bank security procedures
Performance of other duties as assigned which will enhance the project outcome
Work closely with Portfolio Operations, National Services and Special project team
o Business analysis, participate in requirements gathering working sessions




o Create process and requirements documentation
o Communicate and meet with with external vendors to discuss project activities
o Conduct business validation within in-scope applications and document validation results
o Complete account creation and maintenance
Candidate Requirements/Must Have Skills:
1. 5+ years of experience as a BA or Operations Analyst within FI
2. in depth understanding of the Canadian Investment Industry combined with exposure to U.S. and global markets
3. 3+ Years of UAT testing and regression testing
4. 3+ years of experience with Wealth Management
5. Strong proficiency with MS Suite (Excel, Word, PPT)
Nice-To-Have Skills:
- Continued education in securities industry related topics (i.e. Canadian Securities courses, Financial Accounting etc.) are imperative.
- prior experience in CGI Mpower
-Statement generation experience
-Jira and Confluence
-understanding of Data Flow and system connectivity
-previous experience with ROR (understanding of would suffice)
Education: A post secondary certificate in Business Administration
Best VS. Average Candidate:
The ideal candidate will have previous experience with statement generation and would have strong understanding of ROR, with ability to explain this to clients.
1-2 rounds
In-person IV takes place at 70 University Avenue
Take elevator up to 4 th floor upon arrival, HM will meet at front desk
Our financial services client is seeking a Business/Operations Analyst (5+ years of experience) to support Project TPC using business analysis, UAT testing, and Wealth Management operations- 42149
Location Address: Split across 2 offices downtown – 5x/week onsite- University Ave (primary location) and King St. W (Both Downtown Toronto)
Contract Duration: 6 months ( Possibility of extension and FTE)
Schedule Hours: 8:30am-5pm Monday-Friday; standard 37.5 hrs/week (Possible OT)
Business group:
Project: Project TPC (Trust Private Client)
The successful candidate worked closely with Portfolio Operations, National Services, and the Special Projects team to conduct business analysis and participate in requirements gathering sessions, create process and requirements documentation, collaborate with external vendors to discuss project activities and deliverables, and perform business validation within in-scope applications while documenting validation results and track items to follow up on deficiencies.
Typical Day in Role:
Ensure all quarterly client statements are run, printed, reviewed and sent to clients on time and adhering to strict quality standards
Review the accuracy of client portfolios by running various data clean reports on Mpower – investigate and update any discrepancies.This involves extensive review of the Mpower underlying databases – review security transactions, cash balances,



position reports, pricing, and performance calculator.
Review and balance any Statement of Change discrepancies.
Co-ordinate with Portfolio Managers for timely delivery of statement testing
Provide support to ensure all security trades are input accurately and within the strict time restraints to SJF (Scotia Jarislowsky Fraser) front office portfolio systems, Mpower.
Update and review current and existing client profiles to ensure accurate set up.
Participate in testing and implementation of internal operational enhancements and troubleshooting errors that arise due to programming issues.
Create and deliver reporting that addressed the current needs of Wealth Management business lines and collaborate with management to proactively anticipate future requirements and business impacts.
Ensure the accuracy and integrity of data collected by maintaining database and/or loading information as required to appropriate applications.
Perform customer Service duties in a professional and thorough manner by acting as liaison with project team
Communicate effectively with all levels of staff including Senior Management, exercise proper judgement and ensure confidentiality is maintained at all times.
Set working priorities autonomously or as part of operations team ensuring both deadlines are met for both standard and rush assignments.
Maintain direct adherence to the company and Bank security procedures
Performance of other duties as assigned which will enhance the project outcome
Work closely with Portfolio Operations, National Services and Special project team
o Business analysis, participate in requirements gathering working sessions
o Create process and requirements documentation
o Communicate and meet with with external vendors to discuss project activities
o Conduct business validation within in-scope applications and document validation results
o Complete account creation and maintenance
Candidate Requirements/Must Have Skills:
1. 5+ years of experience as a BA or Operations Analyst within FI
2. in depth understanding of the Canadian Investment Industry combined with exposure to U.S. and global markets
3. 3+ Years of UAT testing and regression testing
4. 3+ years of experience with Wealth Management
5. Strong proficiency with MS Suite (Excel, Word, PPT)
Nice-To-Have Skills:
- Continued education in securities industry related topics (i.e. Canadian Securities courses, Financial Accounting etc.) are imperative.
- prior experience in CGI Mpower
-Statement generation experience
-Jira and Confluence
-understanding of Data Flow and system connectivity
-previous experience with ROR (understanding of would suffice)
Education: A post secondary certificate in Business Administration
Best VS. Average Candidate:
The ideal candidate will have previous experience with statement generation and would have strong understanding of ROR, with ability to explain this to clients.
Candidate Review & Selection
1-2 rounds
1 st round = HM – 45 mins – in‑person
In-person IV takes place at 70 University Avenue
Take elevator up to 4 th floor upon arrival, HM will meet at front desk

#J-18808-Ljbffr

📌 Business/Operations Analyst (5+ years of experience) to support Project TPC using business analysis, (Ontario)
🏢 S.I. Systems
📍 Ontario