Title: Business Systems Analyst
- Transfer Agency Operations We are looking for a Business Systems Analyst who is equally comfortable in a room with transfer agency operations leaders and in a working session with engineers and data architects. You will own the analysis that connects how our investment products are manufactured, sold, and serviced to the systems, integrations, and data that make it all run. Beyond documenting requirements, you will query the data yourself, read and shape interface specifications, trace a transaction from order capture through to settlement and the unitholder register, and challenge solutions that will not hold up operationally. You will be a trusted partner to the business and a credible voice with technology. Product and fund lifecycle new fund and series launches, fund mergers, terminations, series changes, and fund-code and reference-data set-up. Fund operations dependencies NAV calculation and pricing, dealing cut-offs, distributions, fund accounting, custody, and the flow of data between the manager, fund accountant, custodian, and transfer agent. Product data fund, series, fee, eligibility, and pricing data that feeds regulatory documents, dealer platforms, websites, and reporting. Investor and account servicing onboarding, account opening and maintenance, account hierarchies, authorized parties, investor records, and correspondence. Unitholder register holdings, transaction history, book value and cost information, statements, confirmations, and tax reporting. Dealer compensation trailing commissions, service fees, rebates, and related data flows. Reconciliation and controls reconciliations across the transfer agent, fund accountant, custodian, bank, and dealers; Regulatory and compliance processes KYC, AML, sanctions screening,



FATCA and CRS tax-residency reporting, privacy, and complaint handling. Fundserv order, settlement, and account messaging, and dealer/manufacturer interactions experience. Registered plans, including RRSP, RRIF, TFSA, RESP, FHSA, and locked-in plans, and their contribution, withdrawal, and tax-reporting rules. Canadian tax reporting such as T3, T5008, NR4, and Québec RL slips. Regulatory frameworks relevant to fund manufacturers and dealers, including NI 81-102, NI 31-103, Client Focused Reforms, CIRO requirements, and FINTRAC obligations. 5+ years of experience as a Business Systems Analyst, Technical Business Analyst, or similar role in asset management, fund administration, wealth management, or investment operations. ~ Solid understanding of the asset management manufacturing lifecycle and the interaction between transfer agency, fund accounting, custody, and distribution. ~ Working experience with mutual funds, ETFs, pooled funds, segregated funds, or alternative investment products. ~ Exposure to connected TA ecosystem applications such as AML and sanctions screening, bank and payment systems, print and document-generation vendors, CRM, dealer-compensation, and workflow/case-management tools. ~ Experience with cloud data platforms (for example, Azure, Databricks, Google Cloud, BigQuery, or Snowflake) and reporting tools such as Power BI or Tableau.



~ Python or scripting skills for data analysis and automation; Exposure to AI, automation, or LLM-enabled workflow tools applied to operations or analysis. ~ Proficiency with Jira, Confluence, Azure DevOps, Visio, Miro, or equivalent tools. ~ CBAP, CCBA, PMI-PBA, Agile/Scrum, or Lean Six Sigma certification; Diversity, Equity, Inclusion & Allyship
- We strive to create an inclusive culture where every employee is empowered to reach their fullest potential, respected for who they are, and are embraced through bias-free practices and inclusive values across Scotiabank. We embrace diversity and provide opportunities for all employee to learn, grow & participate through our various Employee Resource Groups (ERGs) that span across diverse gender identities, ethnicity, race, age, ability & veterans. Upskilling through online courses, cross-functional development opportunities, and tuition assistance. Competitive Rewards program including bonus, flexible vacation, personal, sick days and benefits will start on day one. Energetic Ecosystem
- Free tea & coffee, universal washrooms, and lots of space for team collaboration. Community Engagement
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We offer
opportunities for community engagement & belonging with our various programs such as hackathons. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection

📌 Business Systems Analyst (Toronto)
🏢 Scotiabank
📍 Toronto