Analyst, Asset Management Operations

Nicola Wealth; Vancouver; On-site; CAD 70,000 - 95,000; Full time

Job summary

A leading wealth management company in Vancouver is seeking an Analyst, Asset Management Operations to lead the implementation of SimCorp. The role involves configuration, data management, testing, and collaboration with stakeholders. Candidates should have a Bachelor's degree and 2-4 years of relevant experience. The compensation package includes a salary range of $70,000 - $95,000 plus performance bonuses.

Benefits

Performance bonus

Profit sharing

Benefits programs

Share ownership program

Qualifications

• Minimum 2 - 4 years of related work experience.
• Experience with Simcorp is considered an asset.

Responsibilities

• Lead configuration, testing and implementation activities for SimCorp.
• Define requirements for functional use cases ensuring alignment with modules.
• Analyze data flows, extract, clean and import data from legacy systems.

Skills

Simcorp software systems

Advanced Excel skills

Understanding of accounting and financial markets

Microsoft Office proficiency

Bloomberg experience

Education

Bachelor’s degree in finance, economics, accounting or a related field

Job description

About Nicola Wealth

We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada’s Top Employers, we are dedicated to upholding our firm’s values through this phase of significant growth.

By bringing together smart, dedicated and supportive colleagues from diverse backgrounds, we deliver extraordinary client service in a values-driven work environment. The collaboration, creativity and entrepreneurial spirit we were founded on provides the opportunity for you to make a real impact and build a rewarding career. We are passionate about our business, our culture and investing deeply in your growth and development to build for the future. If you have this same drive, then let’s talk!

Purpose of the Role

Reporting to the Director, Asset Management Operations, the Analyst, Asset Management Operations, will lead configuration, testing and other implementation activities. In this dynamic position, the Analyst, Asset Management Operations, plays a pivotal role in driving forward a key strategic initiative of Nicola Wealth, the implementation of SimCorp. Key responsibilities include implementation of requirements, data management, testing and collaborating with key stakeholders. The analyst defines and documents processes and policies, ensures alignment with SimCorp Dimension modules for trading, reporting, and investment operations, and leads system configuration to accurately map workflows.

Core Responsibilities

• Review and implementation of functional, operational, and regulatory requirements as it relates to SimCorp.
• Define requirements for functional use cases, ensuring alignment with SimCorp Dimension modules (IBOR / ABOR, trading workflows, reporting).
• Lead system configuration and customization for relevant modules to ensure accurate mapping of business processes.
• Develop functional test cases and execute testing across workflows to confirm that end user requirements are met.
• Analyze data flows, extract, clean, validate and import data from various legacy systems, at the highest level of accuracy.
• Develop and maintain comprehensive documentation, policies and procedures, training materials, and support guides for business users.
• Work with all investment teams on research projects and other duties as assigned from time‑to‑time based on changing business environment and priorities.

Required Skills & Qualifications

• Minimum 2 - 4 years of related work experience.
• Bachelor’s degree in finance, economics, accounting or a related field.
• Proficiency with Simcorp software systems (front / middle / back office). Experience with Simcorp is considered an asset.
• Understanding of accounting and financial markets.
• Proficiency in Microsoft Office, with advanced Excel skills, and financial industry systems and tools. Experience with Bloomberg would be considered an asset.

Compensation & Benefits Package

This position comes with a base salary range of $70,000 - $95,000 plus a competitive performance bonus. Base salary will be commensurate with experience, skills, and qualifications.

At Nicola Wealth, our people grow our business, delight our clients, and live our values every day. Our comprehensive compensation and benefits package reflects our appreciation for this commitment. Whether it’s participating in our profit sharing and benefit programs on day one, or the opportunity to participate in our share ownership program, our people are able to go beyond a conventional salary and bonus structure. To learn more about our complete package, visit www.nicolawealth.com/total-rewards.

Please include both a cover letter and resume in support of your application. We are an inclusive, equal opportunity employer. For more information about this and other roles visit www.nicolawealth.com/careers.

It is our priority to remove barriers to provide equal access to employment. Should you require reasonable accommodation during the recruitment process please contact us at [e-mail] and we will work with you to meet your needs. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Nicola Wealth policies.

Thank you for your interest in a career with Nicola Wealth!