Analyst Source Data & Document Traceability

RBC; Montreal (administrative region); On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading financial institution in Montreal seeks an Analyst for Source Data & Document Traceability. This role involves assisting in Transaction Testing and maintaining the SDDT Directory while ensuring compliance with regulatory standards. The ideal candidate should possess over 3 years of relevant experience and demonstrate strong analytical and communication skills, with a requirement for bilingualism in English and French. The position offers a collaborative work environment and is part of a full-time employment structure.

Benefits

Comprehensive Total Rewards Program

Development opportunities through coaching

Agile and collaborative work culture

Qualifications

• 3+ years of experience in an analyst or data-focused role.
• Experience with large data sets.
• Strong written and verbal communication skills.

Responsibilities

• Assist in Transaction Testing cycles.
• Maintain the SDDT Directory.
• Collaborate with data management offices.

Skills

Analytical skills

Data analysis

Bilingualism (English and French)

Communication

Relationship management

Agile methodology

Tools

SQL

Python

Excel

Job description

Overview

What is the opportunity?

The Analyst, Source Data & Document Traceability, is responsible for participating in Transaction Testing by requesting and validating source documents based on the Business Process and Product being tested. Ensure consistency in approach, identification of data anomalies, adherence to internal processes and assist in identifying efficiencies.

What will you do?

Source Data and Document Traceability (SDDT)

• Assist in Transaction Testing cycles; request and review source document based on the scope of the test working with first, second and third line of defense.
• Assist in collaborating with Business Stakeholders to ensure the SDDT Directory is understood and maintained.
• Ensure Service Level Agreements (SLAs) with our stakeholders are adhered to during transaction testing and report on SLA metrics.
• Develop knowledge of the Regulatory Reports and RBC Product Classes to become a valuable team resource.
• Assist with project work as required (e.g. regulatory deliverables).

Review and Maintain the effectiveness of Business Processes

• Maintain the SDDT Directory by leveraging CDE Memo updates/refreshes.
• Assist in the maintenance of documented processes and procedures to support SDDT Directory and its processes.
• Identify and communicate options to optimize SDDT processes.

Relationship Management

• Collaborate with source document providers and consumers to stay current on source document requirements.
• Collaborate with other Data Management Offices, Data Custodians and Data Stewards to understand regulatory reporting standards and best practices.
• Promote the Source Data and Document Traceability Directory as required.

What do you need to succeed?

Must-have

• 3+ years of relevant professional experience in an analyst or data-focused role.
• Experience handling and deriving information from large data sets.
• Strong written and verbal communication skills coupled with the ability to communicate effectively with both business and technology staff at different levels of seniority.
• Understanding of retail and commercial banking products, policies, processes, and procedures.
• Ability to work independently with general supervision/oversight to achieve short-term (daily/weekly/monthly) performance expectations.
• Strong ability to utilize the Microsoft Suite of tools (PowerPoint, Word, Excel)
• Bilingualism (English and French) required, as you will regularly do business with RBC partners and/or employees across Canada with English and French speaking needs.

Nice-to-have

• Familiarity with data manipulation and analysis tools such as Excel, Visio, SQL, Python, etc.
• Familiarity with data governance and metadata management tools such as Collibra.
• Familiarity with agile methodology and agility tools such as Jira.

What’s in it for you?

We thrive on the challenge to be our best, thinking progressively to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program including bonuses and flexible benefits
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Work in an agile, collaborative, progressive, and high-performing team
• The opportunity to interface with executives from many different parts of the organization

Job Skills

Job Skills: Agile Methodology, Big Data, Collaborating, Communication, Critical Thinking, Data Administration, Data Analysis, Database Structures, Data Governance, Data Management, Data Modeling, Data Movement, Detail-Oriented, Group Problem Solving, Information Capture, Relationship Management, Risk Management, SLAs, Standard Operating Procedure (SOP), Teamwork

Additional Job Details

• Address: 1 PLACE VILLE MARIE, MONTRÉAL
• City: Montréal
• Country: Canada
• Work hours/week: 37.5
• Employment Type: Full time
• Platform: CHIEF LEGAL & ADMIN OFFICE GRP
• Job Type: Regular
• Pay Type: Salaried
• Posted Date: 2026-02-03
• Application Deadline: 2026-02-27

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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