Sr Business Analyst - Bilingual English / Spanish

WorkatHome-JobBoard; Canada; On-site; CAD 80,000 - 110,000; Full time

Job summary

A leading financial services provider is seeking a Senior Business Analyst to join their AMS Team. The ideal candidate will provide Subject Matter Expertise on client onboarding and ensure clear client communication. This role requires strong analytical skills, bilingual proficiency, and a background in project management, making a significant impact on client relationships and project success.

Qualifications

• Minimum 3 years of IFDS onboarding experience.
• Demonstrate excellent time management skills.
• Ability to communicate clearly and effectively.

Responsibilities

• Translate changes into tangible requirements and assess product and client impact.
• Work closely with stakeholders to ensure requirements are clearly understood.
• Actively assess risks and provide mitigation plans.

Skills

Bilingual in Spanish & English

Knowledge of Mutual Funds

Project Management

Analytical Skills

Problem-Solving

Facilitation Skills

Negotiation Skills

Client-Focused

Education

University degree or equivalent experience

Tools

iFast knowledge

Job description

Permanent

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.

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.

Role Overview

The AMS Team acts as a liaison between IFDS clients and SS&C to ensure there is a clear understanding of client needs / requirements and provides oversight for project-related deliverables on behalf of clients. As part of the Onboarding Team, the Sr. Business Analyst will work closely with the Manager, Business Analysis to provide Subject Matter Expertise with respect to our Clients, Industry, Products, Systems, Business Process, Regulations, and BA Best Practices.

The Senior Business Analyst will act as the BA lead for medium-sized client onboardings for our international clients. This includes conducting Due Diligence activities, defining the Target Operating Model, and providing the requirements needed in order to configure iFAST.

Role Responsibilities

• Translate changes into tangible requirements and assess product and client impact across all channels.
• Work closely with internal and external stakeholders to ensure requirements are clearly understood and consistently interpreted.
• Ensure all changes result in effective and maintainable business solutions.
• Provide regular reporting to key stakeholders.
• Provide expertise on projects within the program and liaise with stakeholders, clients, and project teams as required.
• Follow defined processes and best practices and provide input for continual improvement on business analysis methodology, processes, and templates.
• Provide input into business analysis documentation standards and tools.
• Actively assess risks, provide mitigation plans, and escalate issues to management.
• Understand process flows, requirements gathering techniques, conducting structured analysis, data modeling, process mapping, Software Development, and Project Management Life Cycle.
• Demonstrate flexibility in the face of ambiguous situations, shifting demands, and challenging work environments.
• Participate in evaluating feasibility or practicality of ideas and options, assessing risks and trade-offs, and making informed and timely decisions.
• Have some understanding of the regulatory bodies governing client product offerings and industry best practices.

Minimum Qualifications

• Fully bilingual in Spanish & English (written / verbal).
• Must have strong knowledge of Mutual Funds.
• Minimum 3 years of IFDS onboarding experience.
• University degree or equivalent experience.
• Demonstrate excellent time management skills, ability to multi-task, self-direction, and prioritize.
• Project Management skills are important.
• Analytical and problem-solving skills.
• Ability to communicate clearly and effectively, both verbally and in writing.
• Facilitation and negotiation skills.
• Ability to foster and build relationships, engage and influence.
• Innovative - seeks out innovative solutions and champions continuous improvement.
• Client-focused as required to obtain business requirements and assist in implementations.
• Results-oriented - strives to achieve high levels of individual and organizational performance.
• Flexible - ability to quickly and easily adapt to changes within the business and organization.
• iFast knowledge.

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.