Credit Data Reference Analyst

Robertson & Company Ltd.; Toronto; Hybrid; CAD 62,000 - 80,000; Full time

Job summary

A leading financial institution in Toronto is seeking a skilled Credit Data Reference Analyst for a 6-month contract with the possibility of extension. The successful candidate will be responsible for managing and processing client data while ensuring strong stakeholder relationships. This role is ideal for individuals with a university degree and expertise in data management seeking to develop their career in a fast-paced banking environment.

Qualifications

• Relevant experience in a similar role.
• Hands-on knowledge of MS Office (Word, Excel, Visio, Outlook).

Responsibilities

• Build and maintain strong relationships with stakeholders.
• Process, manage, and maintain client and credit limit data.
• Provide training to team members.

Skills

Organizational skills

Problem-solving skills

Interpersonal skills

Leadership skills

Time management skills

Written communication

Verbal communication

Self-motivated

Initiative

Education

University or college degree

Tools

MS Office

VBA

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 Credit Data Reference Analyst to join our client.

Contract Period: 6 months with potential to extend or convert

Pay Rate: Starting from $30 per hour

Location: Toronto, ON

Location Type: Hybrid: onsite 2 to 3 days a week – Tuesday is anchor day

Business Hours: Monday to Friday; 9 AM to 5 PM / 10 AM to 6 PM

Job Responsibilities

• Responsible to build and maintain strong relationships with all stakeholders across the bank and be available to service the deal flow with tight deadlines from global desks to be operationally ready
• Process, manage and maintain client and credit limit data in various systems for new and existing clients
• Analyze and resolve exceptions from various reconciliation process
• Provide prompt and accurate responses to inquiries, escalating when necessary
• Ensure standard operating procedures are updated regularly as needed
• Provide training to team members on best practices and processes as well as guide junior staff for the completion of business-as-usual functions
• Undertake project tasks as required, work with project or strategic resources to provide understanding of team functions and help with business requirements
• Collaborate with key business and technology partners to ensure a clear end-to-end project understanding and view
• Validate completeness of operational readiness activities and cutover planning for projects nearing go live and communicating status to Management team
• Assist with gathering data for internal auditors and other control areas as required
• Work with manager to escalate known issues to the appropriate business partner and/technology partner
• Assist manager to ensure distribution of work and management of team mailbox are efficiently handled and prioritized to ensure quality and efficiency
• Put forward creative, innovative ideas to streamline processes and simplify the way we operate
• Help build a positive, diverse and equitable work environment by promoting team effectiveness as well as keeping everyone up to date on the status of routine activities
  
  

Experience & Qualification Requirements

• University or college degree with relevant experience
• Sound knowledge and understanding of trading businesses and understanding of the operating environment, business processes and procedures, and the transaction lifecycle for Client Data Services as it relates to all businesses supported (e.g., Enterprise Distribution, Fixed Income, Institutional Equities, Corporate Lending, etc.)
• Demonstrate excellent organizational, problem-solving, interpersonal, leadership and time management skills
• Ability to effectively train
• Motivated to learn quickly and deliver on business deadlines in a fast-paced work environment
• Self-motivated with the ability to exercise good judgment and solve problems effectively
• A go-getter who can exercise initiative and ability to handle several tasks and changing priorities
• Excellent written and verbal communication skills
• Hands on knowledge of MS Office (Word, Excel, Visio and Outlook)
• VBA and technical skills are asset
• ALL CANDIDATES MUST COMPLETE A CRIMINAL AND CREDIT CHECK AS PART OF THE APPLICATION PROCESS****
  
  

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.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Contract

Job function

• Job function

  Information Technology

• Industries

  Staffing and Recruiting

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