Business Analyst

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.