Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private clients, commercial banking, treasury, and retail banking.
Introduction:
Robertson is seeking a skilled Business Analyst - IT V to join our client in support of an existing vacancy.
Contract Period: 18 months
Pay Rate: Starting form $56 per hour
Location: Toronto, ON
Location Type: Hybrid
Business Hours: Monday-Friday, Core business hours
Job Responsibilities:- Develop, own and lead implementation of GRE operational policies and procedures
- Act as owner and subject matter expert on leasing policies, procurement policies, playbooks, and templates
- Maintain an inventory of business until policies, procedures, and templates
- Track timing and refresh dates of the policies, ensuring that policy owners are keeping policies up to date
- Lead third-party manager oversight programs (e.g., annual tenant engagement survey, property management and leasing broker scorecards etc.)
- Develop and lead a process related to onboarding and offboarding of investments
- Develop and lead a process related to onboarding new ventures and funds
- This includes development of a fund operational playbook and aligning accountabilities with the various functions within the business unit
- Find opportunities to build efficiencies in operational processes and support change
- Manage business unit compliance and risk management programs
- Responsible for collecting, organizing, and maintaining all business unit managed contracts, including master agreements, service contracts, and vendor agreements ensuring they are all easily accessible
- Overall lead for response to internal audits on behalf of the GRE platform
- Coordinate and oversee the external audit process as necessary
- Responsible for the administration of the AML/ATF program within GRE to ensure compliance with all applicable internal policies and external regional, federal, and state laws, regulations, and industry best practices (AML onboarding screening, monitoring and reporting requirements)
- Organize compliance reporting programs such as – anti-money laundering, privacy assessments and fraud risk assessments
- Identify continuous improvement opportunities to enhance the efficiency and effectiveness of the AML/TF program
- Lead coordination of business unit managed contracting process and contract management
- This includes working with key stakeholders to identify critical business processes, assess risks, and develop strategies for mitigating disruptions
- Ensure the business managed procurement policy is followed by the GRE team and is adhering to the company’s third-party risk management standard
- Train users on the standard and act as subject matter experts
- Own and manage contracting and relationship with certain third-party vendor relationships
- Develop business cases and obtain consensus for new contract types
- Responsible for collecting, organizing, and maintaining all business unit managed contracts, including master agreements, service contracts, and vendor agreements ensuring they are all easily accessible
- Maintains a centralized contract database or inventory system, where all relevant details of procurement contracts are recorded, including contract terms, renewal dates and pricing
- Tracks contract renewal and expiry dates, proactively managing the process to ensure that the contract owners are renewing contracts timely or renegotiating rates as necessary
- Responsible for receiving, reviewing, and processing invoices from vendors and suppliers in a timely and accurate manner
- This involves verifying the accuracy of invoices, matching them to purchase orders and contracts, and ensuring that all necessary approvals are obtained before payment
- Business unit owner of the business continuity plan
- This includes working with key stakeholders to identify critical business processes, assess risks, and develop strategies for mitigating disruptions
- Ensure that all employees are familiar with the business continuity plan, understand their roles and responsibilities during a crisis, and are prepared to implement the plan effectively
Experience & Qualification Requirements:- Bachelor’s in business, finance, accounting required
- Minimum 10 years of experience, with minimum 5 year of experience within the investment management industry
- Ability to work independently and prioritize deadlines
- Advanced proficiency with Microsoft Excel
- Experience with real estate accounting systems required, experience with Yardi, VTS and Anaplan a plus
- Strong knowledge of real estate investment, asset management, accounting, and administration concepts
- Experience working with real estate funds a plus
- Ability to manage working with a range of stakeholders to achieve objectives and deadlines
- Ability to work as a team player and to develop strong working relationships across various groups and locations
- Excellent influencing and communication skills
- Sound analytical and problem-solving skills
- Effective customer service and interpersonal skills
- Strong organizational, time management and priority setting skills to meet tight deadlines
- Strong analytical skills (both quantitative and qualitative)
- Strong risk assessment skills
- Ability to compile, monitor, examine, and audit various financial, performance, and/or data reports for accuracy, integrity, and conformance to performance benchmarks
- Strong organizational and prioritization skills
- Ability to juggle competing priorities and work under pressure to meet demanding response times, all while paying strict attention to detail
How to Apply: If you are a motivated professional looking to contribute to a leading team, please submit your resume outlining your qualifications and experience relevant to this role. Robertson & the clients we represent, value diversity and are committed to creating an inclusive workplace. We invite all qualified individuals to apply.
Background screening is required as part of the onboarding process. The type of screening required (criminal, credit, or other verifications) will vary based on the position and client requirements.
We use AI technology as part of our application review process to assist with screening and assessment. All applications are also reviewed by our recruitment team.
Robertson & the clients we represent are equal opportunity employers, committed to diversity and inclusion. Robertson is a certified diverse supplier and actively seeks to foster a representative and inclusive workforce. We welcome applications from all qualified individuals, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal status, or any other legally protected factors. We champion building a diverse and inclusive environment.
