Job#: 2081160 Job Description: Senior BSA (Investment Management) Apex Systems is a global IT services provider and our staffing practice has an opening for a Senior BSA (Investment Management) with domain experience in Investment Management, exposure to Charles River IMS, working on data integration projects, Power BI, SQL Queries to place at our client, a top Financial Institution.

Terms: 6-month contract rolling (strong possibility for extension)

Location: Downtown Toronto (currently 2 days onsite work required, Tuesdays and Thursdays)

Application Process: It is best to apply via the medium on which you are seeing this posting. If you encounter technical difficulties submitting your resume, please send your resume in Word format to Phil Piche at [email protected] and reference Senior BSA (Investment Management) Responsibilities:

• Performs analysis of business activities to determine business requirements.
• Converts business functional workflow and data requirements into functional specifications.
• Works closely with the IM technology account manager, application development manager, project managers, business users, QA, developers, and other technology professionals to ensure that project deliverables are completed on time and within budget.
• Using currently documented workflows and control points, work with traders, portfolio managers, investment operations and compliance, business applications support and data management, CRIMS and State Street Bank / Alpha Data Platform (ADP) vendor professional services teams to build and configure new workflows and dataflows that meet the needs of the business as well as eliminate or minimize existing pain points while still maintaining necessary control points.
• Document new workflows.
• Work with Business Application Support (BAS), IT development and QA teams to ensure existing application integrations are working as designed, including ensuing all SMF/IBOR/ABOR data elements are being loaded and displayed properly.
• Manages complexity across business value, technology, and interaction models.
• Possesses a deep understanding and problem-solving ability of various complexities.
• Enables groups to successfully accept changes by informing stakeholders of their implications; recommends actions as appropriate.
• Works with project stakeholders to validate their requirements and analysis models via techniques such as reviews and walkthroughs.
• Ensures system specifications meet expectations/requirements and negotiates solutions.
• Creates documentation to ensure the supportability of analyses.
• Maintains existing requirements to ensure that current-state needs are known.
• Develops and implements data collection systems and other strategies that optimize statistical efficiency and data quality.
• Identifies, analyzes, and interprets trends or patterns in complex data sets.
• Remains alert to new techniques for data analytics, custom reporting, and data visualization tools, and devises new ways of applying them.
• Recommends approaches to streamline and integrate technological processes in the organization to improve overall efficiency.
• Facilitates discussions and follows a structured approach to plan, elicit, analyze, document, communicate and manage requirements with stakeholders.
• Provides specialized consulting, analytical and technical support.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently and regularly handles non-routine situations.

Key Qualifications:

• 10+ years of relevant experience in financial services / investment management / wealth management and/or capital markets technology field, and at least Bachelor’s degree, or preferably, MBA/MS degree in computer science, software engineering, information systems, finance, mathematics, data analytics or business administration.
• The applicant should have in-depth knowledge of various global investment asset classes, publicly listed securities and market data attributes, investment performance and risk data attributes and portfolio management concepts, trade and portfolio accounting attributes and the overall trade processing and portfolio accounting life cycles across major asset classes, investment instruments and products.
• Hands-on experience with investment management vendor systems, such as: Charles River IMS, Blackrock Aladdin, Bloomberg DL, Refinitiv, SimCorp Dimension, Vermilion, FactSet, Markit EDM, Eagle PACE/STAR, State Street’s DataGX and Alpha Data Platform (ADP), SS&C PORTIA Perform; Axioma, BARRA, Bloomberg PORT and Wilshire portfolio risk systems, etc.
• Broad background in trading, including but not limited to execution management systems, trade order management and pre-trade investment compliance systems and processes, and portfolio accounting and investment performance reporting, etc.
• Knowledge of the mutual fund and exchange-traded fund products and associated marketing and distribution channels, workflows and dataflows, including 3rd party mutual fund, ETF and benchmark data aggregators.
• Knowledge of software development practice, concepts/methodologies (i.e. Waterfall, Agile, Scrum/Iterative), and technology obtained through formal training and/or work experience.
• Experience using Jira and Confluence, or any other agile software packages
• Knowledge of one or more requirements analysis and problem decomposition techniques.
• Knowledge of Relational Databases. Intermediate hands-on experience with SQL queries.
• Possible experience with latest cloud-based data-lake technology solutions (e.g., Snowflake, etc.)
• Possesses analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy.
• Specific skills/other requirements: utilizing MS Office Suite, including MS Visio for process, system and data flow modelling; collecting, querying and analyzing complex financial data structures and data warehouses using advanced MS Excel, MS SQL, MS PowerBI or related data query / analytics / data visualization tools and languages.

EEO Employer

Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Employee Services Department at [email protected] or 844-463-6178.

Apex Systems is a world-class IT services company that serves thousands of clients across the globe. When you join Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRated's Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico.

Apex Benefits Overview: Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our ‘Welcome Packet’ as well, which an Apex team member can provide.

Apex Systems is a world-class IT services company that serves thousands of clients across the globe. When you join Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRated's Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico.

Apex Benefits Overview: Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our ‘Welcome Packet’ as well, which an Apex team member can provide.

Apex Systems is part of the Commercial Segment of ASGN Incorporated.

NYSE: ASGN

4400 Cox Road

Suite 200

Glen Allen, Virginia 23060

Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Employee Services Department at [email protected] (Do not submit resumes or solicit consultants to this email address). UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Apex Systems.