Operations Business Analyst - 12 Month Contract
Top Benefits
About the role
At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together .
Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.
Operations Business Analyst 12 Month Contract
How does the role impact the organization? This role involves collaborating with all functional areas of the Operations department to evaluate and implement process improvements, enhance service delivery and seek opportunities for automation. The incumbent will provide business insights using data analytics, assist with budget, financials, and trade analysis, and serve as the main point of contact for print and trade vendors to ensure consistent service delivery and product enhancements. The role requires documenting all process improvements and implementing change management for process changes. This role is also key contributor to the annual budget process, reviewing and analyzing variances throughout the year, and providing backup support to other analysts while synthesizing key performance data.
What will your role be responsible for?
- Vendor management responsibilities, building relationships and keeping processes running smoothly. Work also includes addressing any vendor service issues as they arise, implementing and testing any changes to services, having regular meetings, and working to improve our services in the best interest of the firm and our clients.
- Responsible for the monthly statement testing and production cycles, and troubleshooting any issues related to our print vendors
- Participate in the data processing budget and update, analyze and perform variance analysis on actuals.
- Develop technical solutions utilizing Microsoft suite and approved IT tools to create process improvements and automation in Operations following lean methodology.
- Utilize technical knowledge, analytical skills and creative thinking to make recommendations for technology solutions to efficiency issues (i.e. utilize data from the warehouse in processes, write macros/key board macros/scripts, update/adjust existing scripts, create automation)
- Translate data into valuable insights which are actionable and lead to business decisions, reduced costs and improved operational efficiencies.
- Writing use-cases for potential process improvements for departments throughout Operations and successfully implement the solution.
- Create and maintain documentation supporting process improvements implemented and dashboards deployed;
- Prepare monthly trade analysis and key performance measures tracker and make recommendations on how to improve these.
What can you expect from us? Our most important investment is in people. Upon eligibility, Raymond James Ltd offers flexible workstyles, a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more! We also support internal promotion and community involvement.
What do we expect from you? To qualify for this opportunity, you possess:
- Superior interpersonal and communication skills to build relationships with peer teams vendors.
- Exceptional organization and time management capabilities
- Strong ability to multi-task in a rapidly changing environment will benefit you in this role.
- Keen interest in applying technology for innovation of processes, service delivery and developing business insights.
- Ability to work with and across multiple departments and independently manage work priorities.
- Able to prioritize work and see internal projects through to completion including documentation.
- Desire to work in a team environment and provide mentorship to others on technical skills.
- Strong presentation and writing skills.
- Detail oriented and analytic by nature with the ability to see the bigger picture.
Educational/ Previous Experience Requirements
- A bachelor’s degree in a related field is required (ie. Commerce, Finance, Accounting, Data Sciences etc);
- Strong data analysis skills and ability to provide efficient management summaries
- Accounting knowledge to create budgets, variance analysis, and for monthly trade reporting.
- Proficiency in business process concepts (i.e. workflow diagrams/ process mapping techniques, documentation of processes) and lean methodology.
- Subject matter expertise in the Operations function of a financial services organization is an asset.
- Nice to have: Demonstrated capabilities and experience with data cleansing, modeling and analytics; and
- Nice to have: SQL, Excel/VBA/keyboard macros, PowerQuery, and PowerBI/PowerBI server and DAX skills
- Nice to have: ServiceNow implementation and administrative experience
We encourage our associates at all levels to:
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions based on merit and business needs.
Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodation, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca . By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.
Salary Range: BC (based on Education, Work Experience, etc.) $70,000-$90,000 in addition to competitive performance bonuses/incentives.
Job Operations
Primary Location CA-BC-Vancouver-Vancouver
Organization Operations
Schedule Full-time
Status Temporary Full-Time
About Raymond James Ltd.
Raymond James Ltd., the Canadian subsidiary of Raymond James Financial, Inc., has a rich history dating back to its establishment in 1962. Our parent company, which went public in 1983, is listed on the New York Stock Exchange under the ticker symbol RJF.
In 2000, Raymond James Financial, Inc. acquired Goepel McDermid Inc., subsequently rebranding it as Raymond James Ltd. Our legacy companies have been serving Canadian investors for nearly eight decades.
In 2016, Raymond James Ltd. further expanded its reach by acquiring 3Macs (MacDougall, MacDougall & MacTier Inc.), a distinguished investment firm founded in 1849, predating Canada’s Confederation. This acquisition significantly bolstered our private client business, integrating 72 advisors and over CAD 6 billion in client assets, thereby establishing the combined entity as Canada’s largest independent investment dealer.
Raymond James Ltd. is proud to be a member the Canadian Investor Protection Fund (CIPF).
Our vision – to be a firm as unique as the people we serve – guides us as we work to gain an even deeper understanding of what makes each of us unique and of what unites us. This principle guides our business at every level, including how we attract talented people and support their personal goals and professional development. When we welcome and embrace diverse experiences, perspectives and points of view in the workplace, it leads to more innovation, creativity and collaboration.
Operations Business Analyst - 12 Month Contract
Top Benefits
About the role
At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together .
Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.
Operations Business Analyst 12 Month Contract
How does the role impact the organization? This role involves collaborating with all functional areas of the Operations department to evaluate and implement process improvements, enhance service delivery and seek opportunities for automation. The incumbent will provide business insights using data analytics, assist with budget, financials, and trade analysis, and serve as the main point of contact for print and trade vendors to ensure consistent service delivery and product enhancements. The role requires documenting all process improvements and implementing change management for process changes. This role is also key contributor to the annual budget process, reviewing and analyzing variances throughout the year, and providing backup support to other analysts while synthesizing key performance data.
What will your role be responsible for?
- Vendor management responsibilities, building relationships and keeping processes running smoothly. Work also includes addressing any vendor service issues as they arise, implementing and testing any changes to services, having regular meetings, and working to improve our services in the best interest of the firm and our clients.
- Responsible for the monthly statement testing and production cycles, and troubleshooting any issues related to our print vendors
- Participate in the data processing budget and update, analyze and perform variance analysis on actuals.
- Develop technical solutions utilizing Microsoft suite and approved IT tools to create process improvements and automation in Operations following lean methodology.
- Utilize technical knowledge, analytical skills and creative thinking to make recommendations for technology solutions to efficiency issues (i.e. utilize data from the warehouse in processes, write macros/key board macros/scripts, update/adjust existing scripts, create automation)
- Translate data into valuable insights which are actionable and lead to business decisions, reduced costs and improved operational efficiencies.
- Writing use-cases for potential process improvements for departments throughout Operations and successfully implement the solution.
- Create and maintain documentation supporting process improvements implemented and dashboards deployed;
- Prepare monthly trade analysis and key performance measures tracker and make recommendations on how to improve these.
What can you expect from us? Our most important investment is in people. Upon eligibility, Raymond James Ltd offers flexible workstyles, a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more! We also support internal promotion and community involvement.
What do we expect from you? To qualify for this opportunity, you possess:
- Superior interpersonal and communication skills to build relationships with peer teams vendors.
- Exceptional organization and time management capabilities
- Strong ability to multi-task in a rapidly changing environment will benefit you in this role.
- Keen interest in applying technology for innovation of processes, service delivery and developing business insights.
- Ability to work with and across multiple departments and independently manage work priorities.
- Able to prioritize work and see internal projects through to completion including documentation.
- Desire to work in a team environment and provide mentorship to others on technical skills.
- Strong presentation and writing skills.
- Detail oriented and analytic by nature with the ability to see the bigger picture.
Educational/ Previous Experience Requirements
- A bachelor’s degree in a related field is required (ie. Commerce, Finance, Accounting, Data Sciences etc);
- Strong data analysis skills and ability to provide efficient management summaries
- Accounting knowledge to create budgets, variance analysis, and for monthly trade reporting.
- Proficiency in business process concepts (i.e. workflow diagrams/ process mapping techniques, documentation of processes) and lean methodology.
- Subject matter expertise in the Operations function of a financial services organization is an asset.
- Nice to have: Demonstrated capabilities and experience with data cleansing, modeling and analytics; and
- Nice to have: SQL, Excel/VBA/keyboard macros, PowerQuery, and PowerBI/PowerBI server and DAX skills
- Nice to have: ServiceNow implementation and administrative experience
We encourage our associates at all levels to:
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions based on merit and business needs.
Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodation, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca . By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.
Salary Range: BC (based on Education, Work Experience, etc.) $70,000-$90,000 in addition to competitive performance bonuses/incentives.
Job Operations
Primary Location CA-BC-Vancouver-Vancouver
Organization Operations
Schedule Full-time
Status Temporary Full-Time
About Raymond James Ltd.
Raymond James Ltd., the Canadian subsidiary of Raymond James Financial, Inc., has a rich history dating back to its establishment in 1962. Our parent company, which went public in 1983, is listed on the New York Stock Exchange under the ticker symbol RJF.
In 2000, Raymond James Financial, Inc. acquired Goepel McDermid Inc., subsequently rebranding it as Raymond James Ltd. Our legacy companies have been serving Canadian investors for nearly eight decades.
In 2016, Raymond James Ltd. further expanded its reach by acquiring 3Macs (MacDougall, MacDougall & MacTier Inc.), a distinguished investment firm founded in 1849, predating Canada’s Confederation. This acquisition significantly bolstered our private client business, integrating 72 advisors and over CAD 6 billion in client assets, thereby establishing the combined entity as Canada’s largest independent investment dealer.
Raymond James Ltd. is proud to be a member the Canadian Investor Protection Fund (CIPF).
Our vision – to be a firm as unique as the people we serve – guides us as we work to gain an even deeper understanding of what makes each of us unique and of what unites us. This principle guides our business at every level, including how we attract talented people and support their personal goals and professional development. When we welcome and embrace diverse experiences, perspectives and points of view in the workplace, it leads to more innovation, creativity and collaboration.