Business Analyst - Wealth/Investment

Position Overview The successful candidate will have the opportunity to learn about statements and ROR Data Validation. Key Responsibilities • 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 (the 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 Required Qualifications • 5+ years of experience as a BA or Operations Analyst within FI • in depth understanding of the Canadian Investment Industry combined with exposure to U.S. and global markets • 3+ Years of UAT testing and regression testing • 3+ years of experience with Wealth Management • Strong proficiency with MS Suite (Excel, Word, PPT) Preferred Qualifications • 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 • 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 and Certification A post secondary certificate in Business Administration