Data Conversion Analyst

Fidelity Canada; Toronto; On-site; CAD 80,000 - 110,000; Full time

Job summary

A leading investment firm in Canada is seeking a Data Conversion Manager. This role involves managing technical data components for new clients, ensuring effective data loading and mapping, and investigating large datasets. Candidates should have advanced skills in data manipulation, including Python and SQL, and experience in the brokerage industry. The position offers a hybrid working environment with various benefits.

Benefits

Flexible working arrangements

Comprehensive health benefits

Parental leave top-up

Home office equipment allowance

Time-off policy for volunteering

Professional development opportunities

Qualifications

• 3+ years working experience within the brokerage industry preferred.
• Advanced Excel skills in using functions, pivot tables, and Power Query.
• Relevant experience with flat files/text database and ETL.

Responsibilities

• Bulk and ad‑hoc data loading, scripting, and data mining.
• Handle large sets of data cleaning and manipulation.
• Responsible for delivering clear requirements for data modification requests.

Skills

Data manipulation

Excel functions

Python

SQL

Data analytics

Education

Post-secondary education or equivalent work experience

Tools

JIRA

Confluence

Bitbucket (GIT)

Job description

Job Description

Data Conversion Manager

Current work authorization for Canada is required for all openings.

You will be working on a hybrid working model as part of Fidelity’s dynamic working arrangement.

Who We Are

At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future.

Working with us means you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best - both personally and professionally.

Business Overview

Fidelity Clearing Canada (FCC) is the leading independent clearing broker and custodian in the Canadian market. We provide trade execution, clearing, custody and back‑office support services to Canadian‑based brokerage firms and the Canadian brokerage arms of U.S‑based firms.

For more information about Fidelity Clearing Canada, please visit https://clearing.fidelity.ca/

The Opportunity

The Technical Conversion Manager, FCC is responsible for the technical data components of implementing new clients to FCC. This includes developing, enhancing, and maintaining conversion utilities (internal) for a bulk data conversion and understanding the functionality of external conversion utilities utilized by the books & records provider. In addition, this role is responsible for data loading, scripting, and mining as well as maintaining accurate data mapping.

What You Will Do

• Bulk and ad‑hoc data loading, scripting, data mining using house conversion tools
• Handle large sets of data cleaning and manipulation of upwards from 100,000 to millions of records
• Working closely with the books & records provider to complete configuration for Dataphile to Dataphile data replication and conversions
• Responsible for delivering clear requirements for data modification requests and conversion script selections
• Completing data analysis on the incoming client, account, position, security, and transaction records
• Creating and maintaining conversion utilities for managing aspects of client data
• Handling the post‑conversion sweep process, ensuring adherence to FCC transaction code standards
• Maintaining conversion data mapping, performing necessary QA and version control
• Consulting with external stakeholders for agreement and approval on all configuration and mapping
• Other duties as required

What We’re Looking For:

• 3+ years working experience within the brokerage industry preferred
• Completion of a post‑secondary education or equivalent work experience
• Advanced Excel skills in using Excel functions, conditional formatting, pivot tables, charting, and Power Query ( Language). Knowledge of VBA & Macros is nice to have.
>Relevant experience with Python and its data processing libraries and packages
• Relevant experience working with flat files/text database and ETL. Experience with Regular Expressions is an asset.
• SQL knowledge with relevant experience working with SQLite and MySQL/MariaDB
• Experience with MS SQL Server and Oracle database is an asset
• Knowledge or relevant experience with Broadridge Dataphile, OSS/ISM or other stock brokerage accounting systems, understanding of brokerage operations is an asset
• Experience using JIRA, Confluence, Bitbucket (GIT) is preferred
• Experience with data analytics, automation using Power Automate, screen scraping, web scraping is an asset
• Completion of Canadian Securities Course is an asset

The Expertise You Bring:

• Strong foundation in programming logic and skill in handling large datasets
• Solid understanding of the Canadian brokerage industry in both the retail and institutional segments
• Ability to analyze technical requirements and documentation
• Ability to work with cross‑functional teams
• High to detail
• Strong analytical & organizational skills
• Outstanding verbal, and written communication skills

Equal Opportunity Statement

Fidelity Canada is an equal opportunity employer. Fidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veterans’ status, Aboriginal/Native American status or any other legally‑protected ground.

Accommodation During the Application Process

Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email us at [e-mail].

Contact and Application Information

No telephone agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.

By applying to this job, you are consenting to receive an automated acknowledgement of your application.

Awards and Recognition

• Canada’s Top 100 Employers
• Greater Toronto’s Top Employers
• Canada’s Top Family‑Friendly Employers
• Canada’s Top Employers for Young People
• Great Place To Work® Certified
• Best Workplaces for Inclusion
• Best Workplaces for Mental Wellness
• Best Workplaces for Today's Youth
• Best Workplaces for Women
• Best Workplaces in Financial Services & Insurance
• Best Workplaces in Ontario
• Best Workplaces with Most Trusted Executive Teams
• LinkedIn Top Companies in Canada
• Human Resource Director (HRD) - Best Place To Work
• HRD - 5-Star Benefit Program
• HRD - 5-Star Diversity & Inclusion Employer

Designations

• Canadian Compassionate Companies – Certified
• Benefits Canada's Workplace Benefits Award - Future of Work Strategy
• TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting
• Canadian HR Reporter’s Most Innovative HR Team

Benefits

• Flexible working arrangements – 100% remote, hybrid, and in‑office options
• Competitive total compensation, including company contributions to your group RRSP without a matching requirement from you
• Comprehensive health benefits that start on your first day, with 100% employer-paid premiums, including up to $5,000 annually for mental health services and therapy
• Parental leave top‑up to 100% of your salary for a period of 25 weeks
• Up to $650 for home office equipment
• Generous time‑off policy, including 2 paid days annually to volunteer at a charity of your choice
• Diversity and inclusion programs, including an active network of Employee Resource Groups
• Extensive professional development opportunities, including access to over 11,000 training and development courses, tuition reimbursement, and monetary rewards for completing a required designation

Why Work at Fidelity?

We are proud to be recipients of the following awards and recognitions that reflect our commitment to innovation, inclusion, wellness, and professional growth.

We care a lot about fostering a compassionate, people‑centric culture, and are proud to have been named one of Canada’s Top 100 employers for the last five years.

Some of the ways we’ll help you feel valued and supported as part of our team include flexible working arrangements, competitive compensation, comprehensive health benefits, parental leave‑up, home office equipment allowance, generous time off, diversity and inclusion programs, and extensive professional development opportunities.