19 Oct
|
Tekstaff IT Solutions
|
Greater Toronto Area
19 Oct
Tekstaff IT Solutions
Greater Toronto Area
TekStaff's Client has a current vacancy for a Business Analyst
Duration : This is a 6 month contract located in Toronto, ON (5 days/ week)
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 (client 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 qualified 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)
Soft Skills Required:
-Robust communication skills
-strong organizational skills
-time management skills
-ability to work well within a team and stakeholders
-ability to multitask
-be comfortable with changing priorities
Education: A post secondary certificate in Business Administration
TekStaff may use artificial intelligence (AI) tools as part of the applicant screening process. However, applications will also be reviewed by a member of our Recruitment team to ensure a fair and thorough assessment.
📌 Business Analyst (Greater Toronto Area)
🏢 Tekstaff IT Solutions
📍 Greater Toronto Area