Business Analyst V

Robertson & Company Ltd.; Toronto; Hybrid; CAD 100,000 - 125,000; Full time

Job summary

A top financial institution in Toronto is seeking a skilled Business Analyst V to provide expertise in operational processes for Trade and Transaction reporting. The role requires 8-10 years of experience, strong analytical skills, and familiarity with capital markets. A hybrid work model is in place, requiring onsite presence for 3 days a week.

Qualifications

• 8-10 years of relevant experience.
• Strong understanding of CAT, EBS, and capital markets reporting.
• Familiarity with Python and other data analytics tools.

Responsibilities

• Provide expertise on operational processes for Trade and Transaction reporting.
• Communicate BAU health status and escalate issues to senior management.
• Support change management projects impacting business processes.

Skills

Capital markets knowledge

Relationship management

Technical expertise in operational processes

Analytical skills

Knowledge of US regulations

Data analytics (Python, SQL)

Education

University and Master’s Degree

Tools

JIRA

Confluence

Broadridge

Alteryx

Job description

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 client, commercial banking, treasury, and retail banking.

Introduction:

Robertson is seeking a skilled Business Analyst V to join our client.

Contract Period:

6 months

Pay Rate:

Starting from $58 per hour

Location:

Toronto, ON

Location Type:

Hybrid; 3 days onsite and 2 days remote

Business Hours:

Monday-Friday; 8:30 AM – 5:00 PM

Job Responsibilities:

• Provide deep technical subject matter expertise/analysis on operational processes as a key resource/representative for the Trade and Transaction reporting function
• Identify, document, and investigate processes/exceptions arising from transactions/processes and work with vendor applications and internal stakeholders to remediate and elevate them
• Communicate key BAU health status and provide timely escalation of issues to senior management to ensure regulatory objectives are met
• Provide accurate and thorough analysis of key process drivers, root or systemic causes of cross functional operational issues, interpret findings and make recommendations
• Maintain and develop working relationships with customers, partners and vendors by representing the Regulatory Operations function in the regions, thus addressing complex issues within the context of the full end-to-end process
• Support the timely and accurate completion of business processes and procedures according to SLA requirements
• Actively maintain understanding of internal and industry regulations and trends, developing and sharing knowledge of emerging issues/risks, and assess its potential impact
• Contribute to the development/delivery of presentations/ communications to management or broader audiences
• Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite; adhere to enterprise frameworks and methodologies that relate to operations activities for own area
• Support change management projects or programs that impact the business, functions or processes and ensure clear communication and documentation of new processes
• Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure the timely communication of issues/points of interest
• Provide thought leadership and/or industry knowledge by actively building operations/business services knowledge, think critically about processes and opportunities for improvement, share ideas and transfer knowledge within the team and across the function
• Participate in personal performance management and development activities, including cross training within own team and other teams globally within Trade and transaction reporting
• Lead, motivate and develop relationships with internal and external business partners/ stakeholders to develop productive working relationships
• Expert knowledge and understanding of the operations environment, business processes and procedures, and transaction lifecycle within capital markets
• Ability to execute on more complex and/or non-standard processes and handle high volume of trades and exceptions in a timely and efficient manner
• Provides training/guidance to others on best practices, processes, etc. as well as guide junior staff for the completion of business-as-usual functions or ad-hoc non-routine requests
• Summarize and communicate complex problems in a summarized, effective manner to senior management
• Provide progress reports to senior management, clearly stipulating constraints, dependencies, and delays that may impact overall delivery
• Protect the interests of the organization
• Identify, manage, and raise risks or issues and problem solve as required; stay on top of emerging issues, trends, and evolving regulatory requirements

Experience & Qualification Requirement:

• University and Master’s Degree
• 8-10 Years of Relevant Experience
• Strong understanding of CAT, EBS, 606 and LOPR reporting and capital markets
• Strong knowledge of US regulations
• Security market knowledge
• Good knowledge of front-to-back capital marketing processes
• Financial Industry Experience
• Familiarity with Python and/or other data analytics tools like Alteryx, SQL
• Understanding of applications such as JIRA, Confluence, Broadridge
• Strong relationship management skills required to handle both internal and external stakeholders

**** ALL CANDIDATES MUST COMPLETE A CRIMINAL AND CREDIT CHECK AS PART OF THE APPLICATION PROCESS **** ***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. ***

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.

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.