Business Process & Automation Analyst

International Financial Data Services; Toronto; Hybrid; CAD 63,000 - 80,000; Full time

Benefits offered by this job

Hybrid work environment

Professional development

Total rewards package

Job summary

International Financial Data Services (IFDS) in Toronto is seeking a Business Process & Automation Analyst to drive in-depth process analysis, documentation, and transition to automation within the Ops Shared Services team.

The role involves validating requirements with business units, developing design and handoff materials, supporting UAT, change management, and ongoing automation monitoring to improve efficiency and accuracy of financial workflows.

Qualifications

• Post-secondary education in a related discipline.
• Familiarity with software development lifecycle.
• Ability to work independently, set priorities and meet deadlines.
• Previous experience in a development environment.
• Ability to communicate clearly and effectively, verbally and in writing.
• Very strong ability to organize and prioritize work and manage multiple projects.
• Team Player with collaborative mindset.
• Strong analytical and problem-solving skills.

Responsibilities

• Engage with business partners across all teams to validate business requirements and conduct in-depth process analysis and documentation for automation candidates.
• Prepare automation project documentation and ensure all auditable documentation is stored appropriately
• Intake and initial analysis/process design document
• Solution design documentation in partnership with automation developers
• Required approvals received
• Business hand-off documentation development and delivery
• Developer checklists and approvals completed pre deployment
• Review BRDs to assess risks and dependencies to existing automations
• Support automation implementation for new client onboarding
• Review client requirements for addition to existing automations
• Support documentation for new automations identified.
• Monitor automation status alerts
• Monitor and update request/incident tickets assigned to the automation team.
• Support simple automation maintenance
• Monitor vendor service alerts and release notes
• Identify risks to our automation program
• Identify release impacts and raise change tickets
• Identify new opportunities
• Monitor for new tools/features and assess suitability
• Maintain automation status and results reporting
• Support Automation UAT including test plans and tester support
• Participate in weekly automation change review
• Communicate initiatives, releases, and system changes impacting automation
• Assist with training materials and process documentation
• Represent the Automation team at Enterprise Change Board
• Assist with project management of automation deployments
• Lead meetings with internal stakeholders
• Participate in client meetings as required
• Participate in regular vendor touchpoints
• Attend vendor release/update presentations
• Attend vendor training sessions as required

Skills

Process analysis

Documentation

Automation tooling

Communication

MS Excel

Education

Post-secondary education in related discipline

Tools

MS Word

Job description

Business Process & Automation Analyst
Permanent
Department: Ops Shared Services (830)

30 Adelaide Str, East
Toronto, Ontario, M5C 3G9
Canada
Number of Positions: 1

Who we are

With its global headquarters in Toronto, Canada, International Financial Data Services (IFDS) is a world-leading provider of outsourcing and technology solutions to the financial services industry. IFDS services over 240 financial organizations around the world, providing solutions to a wide range of global asset managers, wealth managers, banks, and insurance companies. The IFDS enterprise supports more than 17 million accounts with AUA of approximately CAD $4 trillion. IFDS Canada is a 50/50 joint ventures between Boston-based State Street Corporation, one of the world’s leading providers of financial services to institutional investors, and Connecticut-based SS&C Technologies, a global provider of investment and financial software-enabled services and software for the global financial services and healthcare industries.

Imagine yourself at IFDS

Come experience a community like no other at International Financial Data Services (IFDS). We offer work opportunities driven by a passion for creating market leading financial solutions, and a culture that nurtures collaboration, accountability, diversity & inclusion, and continuous learning. We’ll provide you with opportunities to develop your career. From ongoing training and development programs to experiences working with our global financial services partners, you’ll be able to realize your full potential.

Role Overview

Theincumbent will be responsible for in-depthanalysis and documentation related to the successful transition from idea toproject to automation deployment and will support ongoing automationmonitoring/maintenance within the Business Operations Automation Team.

Thesuccessful individual will be required to show an aptitude for learning,effective questioning, taking initiative and identifying areas for processimprovements in addition to strong written communication skills.

Role Responsibilities

Process Analysis & Documentation

• Engage with business partners across all teams to validate business requirements and conduct in‑depth process analysis and documentation for processes that are automation candidates.
• Prepare automation projectdocumentation and ensure all auditable documentation is storedappropriately
• Intake and initial analysis/processdesign document
• Solution designdocumentation (in partnership with automation developers)
• Required approvalsreceived
• Business hand offdocumentation development and delivery
• Developer checklists andapprovals completed pre deployment
• Review internal project BusinessRequirement Documents (BRDs) to assess risks and dependencies toexisting automations
• Support automationimplementation for new client onboarding
• Review clientrequirements and suitability for addition to existing automations
• Support documentation fornew automations identified.

Automation Team Support

• Monitor automation statusalerts
• Monitor and updaterequest/incident tickets assigned to the automation team.
• Support simple automationmaintenance (i.e. digital worker restarts, credential maintenance)
• Monitor vendor servicealerts and release notes
• Identify risks to ourautomation program
• Identify and documentrelease impacts to existing automations and raise change tickets toaddress same
• Identify newopportunities
• Monitor for newtools/features and support suitability assessment of same.
• Maintain automation statusand results reporting

User Acceptance Testing (UAT)

• Support Automation UserAcceptance Testing (UAT) including:
• Support development oftest plans and supporting documentation
• Tester support inpartnership with internal business teams
• Execute testing as needed

Change Management, Communication & Training

• Participate in weeklyautomation change review
• Proactively communicateall initiatives, enhancements, releases, fixes, and system changesimpacting the Process Automation Team.
• Collaborate with theBusiness Operations Learning & Development team to:
• Identify training impactsand readiness needs
• Assist with thedevelopment of training materials, job aids, and process documentation
• Represent the Automationteam at the Enterprise Change Board to monitor for IT changes that mayimpact automation tools.

Project & Client Engagement

• Assist with projectmanagement of automation deployments
• Lead meetings with internalstakeholders.
• Participate in clientmeetings as required.

Vendor Management

• Participate in regular vendor touchpoints
• Attend vendor release/update presentations
• Attend vendor training sessions as required

Minimum Qualifications

• Post-secondary education in a related discipline
• Familiarity with software development lifecycle
• Ability to work independently, set priorities and meet deadlines
• Previous experience in a development environment
• Ability to communicate clearly and effectively, verbally and in writing
• Very strong ability to organize and prioritize work and manage multiple, concurrent, projects and tasks
• Team Player, able to work in a team environment with shared goals and accountabilities
• Strong research / information gathering / analytical and problem-solving skills - takes a logical approach to analyzing problems.
• Ability to identify the business impact of changes and seek input as needed.
• Proactive in acquiring information to develop new skills to improve job performance. Grasps new material quickly and easily, and applies new information, concepts and procedures in a constructive manner
• Initiates new ideas and solutions to regulatory and business challenges and process improvements
• Intermediate-Advanced MS Excel
• Comfortable presenting to peers and senior leaders

Beneficial

• Knowledge of the Canadian Investment Fund industry and regulations is an asset
• Knowledge of iFAST Base & Surround Products
• Familiarity with Fundserv processing and reporting

AODA Statement

IFDS Canada encourages applications from all qualified individuals. Applicants with disabilities may notify us of any accommodation needed to support your participation in the recruitment process. We wish to thank all applicants for their interest and effort in applying. Please be aware that only candidates selected for interviews will be contacted for this position.

Salary Range

Pay Range (CAD $): 63,000 - 80,000

The above reflects an industry-benchmarked target compensation range. The salary offered may vary based upon the candidate’s skills and experience, job-related knowledge, and other specific business needs.

IFDS Provides:

• Total Rewards: IFDS offers a comprehensive, competitive compensation & benefits package
• Work-Life Balance: IFDS offers a hybrid work environment with our office located in the downtown core within walking distance to Union Station and the PATH
• Professional Development: IFDS offers continuous learning opportunities, leadership development & training programs
• Inclusive Culture: Our inclusive work environment supports equity and values diversity
• Wellness Programs: Access to a variety of wellness initiatives, mental health support, and employee assistance programs
• Community Engagement: Participate in volunteer opportunities and give back to our community through our various social care programs