Business Analyst

Job summary

Manage the accuracy, testing, production, and timely delivery of client statements, portfolio data, security trades, and client profiles using Mpower and related systems. Support operational and business analysis projects by gathering requirements, documenting processes, validating applications, coordinating with stakeholders and vendors, and producing business reporting.

Job details

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) Job Description 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 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) Soft Skills Required: -Strong 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.

What you’ll do

Manage the accuracy, testing, production, and timely delivery of client statements, portfolio data, security trades, and client profiles using Mpower and related systems. Support operational and business analysis projects by gathering requirements, documenting processes, validating applications, coordinating with stakeholders and vendors, and producing business reporting.

Requirements

Requires at least five years of business or operations analysis experience in financial institutions, in-depth knowledge of the Canadian investment industry with exposure to U.S. and global markets, and at least three years of UAT and regression testing and wealth management experience. Candidates should be proficient in Microsoft Office and have a post-secondary certificate in Business Administration; securities-related education and experience with CGI Mpower, Jira, and Confluence are advantageous.

Listed skills

• Business analysis · Preferred
• Data Validation · Preferred
• Microsoft Excel · Preferred
• Microsoft Word · Preferred
• Communication · Preferred
• Time management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Business Analysis
• Operations Analysis
• Investment Industry Knowledge
• Wealth Management
• User Acceptance Testing
• Regression Testing
• Data Validation
• Portfolio Operations
• Statement Generation
• Account Creation and Maintenance
• Microsoft Excel
• Microsoft Word
• Microsoft PowerPoint
• Communication
• Time Management
• Stakeholder Collaboration

Job areas

• Finance & Accounting
• Data & Analytics
• Administrative
• Customer Service & Support

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