Permanent
Department: Asset Manager Solutions (150)
30 Adelaide Str, East
Toronto, Ontario, M5C 3G9
Canada
Number of Positions: 1
Who We Are
With its global headquarters in Toronto, Canada, International Financial Data Services (IFDS) is a world-leading provider of outsourcing and technology solutions to the financial services industry. IFDS services over 240 financial organizations around the world, providing solutions to a wide range of global asset managers, wealth managers, banks, and insurance companies. The IFDS enterprise supports more than 17 million accounts with AUA of approximately CAD $4 trillion. IFDS Canada is a 50/50 joint ventures between Boston-based State Street Corporation, one of the world’s leading providers of financial services to institutional investors, and Connecticut-based SS&C Technologies, a global provider of investment and financial software-enabled services and software for the global financial services and healthcare industries.
Imagine yourself at IFDS
Come experience a community like no other at International Financial Data Services (IFDS). We offer work opportunities driven by a passion for creating market leading financial solutions, and a culture that nurtures collaboration, accountability, diversity & inclusion, and continuous learning. We’ll provide you with opportunities to develop your career. From ongoing training and development programs to experiences working with our global financial services partners, you’ll be able to realize your full potential.
Role Overview
- Consulting / business support to our direct and indirect client base
- Responsible for sound consulting principles on customer assignments
- Provide suggestions for product improvement, efficiency etc…
- Continually provide 100% service excellence to all customers
- Work together as a cohesive team member providing support for other BSCM associates as required
- Respond to all clients within allowable OLA agreement timelines
Role Responsibilities
Business & Fund Change Management:
- Manage the review, prioritization, assignment of the daily flow of requests from the Client & Operations teams
- Intercept, research and resolve requests as applicable
- Manage client and BSCM documentation
- Client communication as assigned
- Project/Implementation plans / documentation as assigned
- Provide Client service support to the Client Account Teams and Operations
- Ad-hoc environment setup
- Upkeep of implementation utilities, department process / procedures, and checklists
Project Management Of All Initiatives Taken On By Analyst
- Fund Mergers /Roll overs / Conversions
- Activation of Functionality
- Includes setup, testing and implementation
- Direct Client Meeting management for new ideas and how to accomplish client goals
- Complicated Fund Launches
- Fund Re-organizations and re-structure
- Code testing as required
- SOW/HLE Creation and Support
- Tasks that require an advanced skill set to deliver and cannot be accomplished within day to day operation.
- New fund setup / modifications
Minimum Qualifications
Critical
- Maintain logs to track issues, action items, risks, queries and solutions
- Assists project team in strategic meetings and follow up with meeting notes.
- Coordinate the collection and filing of project documentation in the project repository.
- Ability to communicate clearly and effectively, both verbally and in writing.
- Excellent customer relationship skills.
- Analytical skills – able to analyze and solve problems. Ability to identify, document and recommend solutions to business problems with accuracy.
- Superior research and information gathering skills.
- Innovative – seeks out innovative solutions and champions continuous improvement.
- Initiative – takes independent action and goes beyond what the job or situation requires.
- Solid knowledge iFAST, iFAST Web Plus, APIs, AWD, Datamarts, and other IFDS Systems.
- Excellent client focus as required to obtain business information and assist in solving problems.
- Prioritization – ability to organize workflow in order to accomplish multiple and changing priorities within specified timeframe.
- Results oriented – Strives to achieve high levels of individual and organizational performance.
Important
- Excellent oral and written communication skills
- Attentiveness to detail
- Ability to meet deadlines
- Committed to excellence
- Creative thinking - develops solutions and new ways of thinking about a situation, problems, and opportunities
- iFAST Web Plus skills
Beneficial
- Previous experience with other iFAST products
- IFDS Process and documentation knowledge
- CSC and/or IFIC Operations and Procedures courses would be an asset
- Knowledge of mutual funds and financial services industry
- Exposure to ITIL Methodologies Knowledge of iFast system, iFAST Surround Products, Microsoft applications
AODA Statement
IFDS Canada encourages applications from all qualified individuals. Applicants with disabilities may notify us of any accommodation needed to support your participation in the recruitment process. We wish to thank all applicants for their interest and effort in applying. Please be aware that only candidates selected for interviews will be contacted for this position.
Salary Range
Pay Range (CAD $): 74,000 - 93,000
The above reflects an industry-benchmarked target compensation range. The salary offered may vary based upon the candidate’s skills and experience, job-related knowledge, and other specific business needs.
IFDS Provides
- Total Rewards: IFDS offers a comprehensive, competitive compensation & benefits package
- Work-Life Balance: IFDS offers a hybrid work environment with our office located in the downtown core within walking distance to Union Station and the PATH
- Professional Development: IFDS offers continuous learning opportunities, leadership development & training programs
- Inclusive Culture: Our inclusive work environment supports equity and values diversity
- Wellness Programs: Access to a variety of wellness initiatives, mental health support, and employee assistance programs
- Community Engagement: Participate in volunteer opportunities and give back to our community through our various social care programs
Section: Client Experience Operations
