Senior Analyst Reconciliation & Process Team Lead

National Bank of Canada; Vancouver; Hybrid; CAD 110,000 - 140,000; Full time

Benefits offered by this job

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Involvement in community initiatives

Telemedicine service

Virtual sleep clinic

Job summary

National Bank Trust is seeking a Senior Analyst, Reconciliation & Process Improvement Team Lead based in Vancouver, with a hybrid work arrangement. You will lead escalation on complex reconciliations, coach a team, and drive improvements across cash, securities, custody, and investment operations.

The role emphasizes root-cause analysis, automation opportunities, and collaboration with Operations, Technology, Risk, and Client Service teams to strengthen controls and service quality.

Qualifications

• Bachelor's degree in Finance, Business Administration, Accounting, Economics, or related discipline.
• Minimum of 5 years of experience in reconciliation, custody operations, securities operations, fund administration, investment operations, or related area within financial services.
• Previous experience as a Team Lead, Senior Analyst, or subject matter expert supporting and mentoring a team.
• Strong expertise in reconciliation management, operational controls, exception management, and break investigation.
• Demonstrated experience leading process improvement, operational efficiency, automation, or transformation initiatives.
• Strong analytical and problem-solving skills with the ability to identify root causes and implement sustainable solutions.
• Thorough understanding of securities processing, investment operations, custody services, and operational risk management.
• Proven ability to manage multiple priorities and operate effectively in a fast-paced environment.

Responsibilities

• Serve as the primary escalation point for complex reconciliation breaks, operational exceptions, and control-related issues.
• Provide leadership, coaching, and guidance to team members while fostering collaboration and knowledge sharing.
• Investigate and resolve reconciliation discrepancies across cash, securities, custody, and investment operations activities.
• Perform root cause analysis and implement sustainable corrective actions to prevent recurring operational issues.
• Lead continuous improvement initiatives focused on enhancing operational efficiency, reducing risk, and improving service quality.
• Identify opportunities for automation and process optimization while maintaining a strong control environment.
• Partner with stakeholders across Operations, Technology, Risk, and Client Service teams to improve workflows and strengthen controls.
• Develop and maintain procedures, operating standards, and training documentation.
• Promote a culture of accountability, operational excellence, and continuous improvement.

Skills

Automation

Collaboration

Employee Coaching

Initiative

Learning Agility

Operational Management

Oral Communication

Process Improvement

Resiliency

Teamwork

Written communication

Education

Bachelor's degree in Finance, Business Administration, Accounting, Economics, or related discipline

Job description

A career as a Senior Analyst, Reconciliation & Process Improvement Team Lead at National Bank Trust means playing a key role in the oversight, execution, and continuous improvement of critical investment and custody operations. Acting as a senior subject matter expert and team lead, you will leverage your operational expertise to resolve complex reconciliation issues, strengthen controls, improve operational processes, and support the development of colleagues.

This role is ideal for an experienced operations professional who enjoys leading by influence, driving operational excellence, improving processes, and solving complex challenges in a fast-paced environment.

This position is based in Vancouver, British Columbia, and follows a hybrid work arrangement.

Your Role

• Serve as the primary escalation point for complex reconciliation breaks, operational exceptions, and control-related issues.
• Provide leadership, coaching, and guidance to team members while fostering collaboration and knowledge sharing.
• Investigate and resolve reconciliation discrepancies across cash, securities, custody, and investment operations activities.
• Perform root cause analysis and implement sustainable corrective actions to prevent recurring operational issues.
• Lead continuous improvement initiatives focused on enhancing operational efficiency, reducing risk, and improving service quality.
• Identify opportunities for automation and process optimization while maintaining a strong control environment.
• Partner with stakeholders across Operations, Technology, Risk, and Client Service teams to improve workflows and strengthen controls.
• Develop and maintain procedures, operating standards, and training documentation.
• Promote a culture of accountability, operational excellence, and continuous improvement.

Your Team

You will join a growing Custody Operations team supporting National Bank Trust's institutional custody and investment operations across Canada. Based in Vancouver, you will collaborate closely with colleagues located across multiple offices and play a key role in delivering high-quality operational services to internal and external partners.

This position offers an opportunity to act as a Team Lead by providing day-to-day guidance, mentorship, and operational leadership. While the role does not include formal people management responsibilities, success will depend on your ability to influence, coach, develop others, and drive positive outcomes through your expertise and leadership.

We offer a flexible hybrid work environment that supports both professional success and personal well-being.

Requirements

• Bachelor's degree in Finance, Business Administration, Accounting, Economics, or a related discipline.
• Minimum of 5 years of experience in reconciliation, custody operations, securities operations, fund administration, investment operations, or a related area within financial services.
• Previous experience as a Team Lead, Senior Analyst, or subject matter expert supporting and mentoring a team.
• Strong expertise in reconciliation management, operational controls, exception management, and break investigation.
• Demonstrated experience leading process improvement, operational efficiency, automation, or transformation initiatives.
• Strong analytical and problem-solving skills with the ability to identify root causes and implement sustainable solutions.
• Thorough understanding of securities processing, investment operations, custody services, and operational risk management.
• Proven ability to manage multiple priorities and operate effectively in a fast-paced environment.

A career as a Senior Analyst, Reconciliation & Process Improvement Team Lead at National Bank Trust means playing a key role in the oversight, execution, and continuous improvement of critical investment and custody operations. Acting as a senior subject matter expert and team lead, you will leverage your operational expertise to resolve complex reconciliation issues, strengthen controls, improve operational processes, and support the development of colleagues.

This role is ideal for an experienced operations professional who enjoys leading by influence, driving operational excellence, improving processes, and solving complex challenges in a fast-paced environment.

This position is based in Vancouver, British Columbia, and follows a hybrid work arrangement.

Your Role

• Serve as the primary escalation point for complex reconciliation breaks, operational exceptions, and control-related issues.
• Provide leadership, coaching, and guidance to team members while fostering collaboration and knowledge sharing.
• Investigate and resolve reconciliation discrepancies across cash, securities, custody, and investment operations activities.
• Perform root cause analysis and implement sustainable corrective actions to prevent recurring operational issues.
• Lead continuous improvement initiatives focused on enhancing operational efficiency, reducing risk, and improving service quality.
• Identify opportunities for automation and process optimization while maintaining a strong control environment.
• Partner with stakeholders across Operations, Technology, Risk, and Client Service teams to improve workflows and strengthen controls.
• Develop and maintain procedures, operating standards, and training documentation.
• Promote a culture of accountability, operational excellence, and continuous improvement.

Your Team

You will join a growing Custody Operations team supporting National Bank Trust’s institutional custody and investment operations across Canada. Based in Vancouver, you will collaborate closely with colleagues located across multiple offices and play a key role in delivering high-quality operational services to internal and external partners.

This position offers an opportunity to act as a Team Lead by providing day-to-day guidance, mentorship, and operational leadership. While the role does not include formal people management responsibilities, success will depend on your ability to influence, coach, develop others, and drive positive outcomes through your expertise and leadership.

We offer a flexible hybrid work environment that supports both professional success and personal well-being.

Requirements

• Bachelor's degree in Finance, Business Administration, Accounting, Economics, or a related discipline.
• Minimum of 5 years of experience in reconciliation, custody operations, securities operations, fund administration, investment operations, or a related area within financial services.
• Previous experience as a Team Lead, Senior Analyst, or subject matter expert supporting and mentoring a team.
• Strong expertise in reconciliation management, operational controls, exception management, and break investigation.
• Demonstrated experience leading process improvement, operational efficiency, automation, or transformation initiatives.
• Strong analytical and problem-solving skills with the ability to identify root causes and implement sustainable solutions.
• Thorough understanding of securities processing, investment operations, custody services, and operational risk management.
• Proven ability to manage multiple priorities and operate effectively in a fast-paced environment.

Languages: English

Required skills: Automation, Collaboration, Employee Coaching, Initiative, Learning Agility, Operational Management, Oral Communication, Process Improvement, Resiliency, Teamwork, Written communication

Your benefits

• Health and wellness program, including many options
• Flexible group insurance
• Generous pension plan
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferential banking services
• Involvement in community initiatives
• Telemedicine service
• Virtual sleep clinic

We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees' ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people's lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Join us!