Technical Conversion Manager

Fidelity Canada; Toronto; Hybrid; CAD 70,000 - 90,000; Full time

Job summary

A leading investment firm in Toronto is seeking a Technical Conversion Manager. This role involves technical data components for new client implementations and requires extensive experience with data loading and analysis, SQL, and data processing libraries. Strong analytical and programming skills are essential. The position offers a hybrid work model with competitive compensation.

Qualifications

• 3+ years working experience within the brokerage industry preferred.
• Knowledge or experience with Broadridge Dataphile is an asset.
• High attention to detail required.

Responsibilities

• Bulk and ad-hoc data loading, scripting, data mining using house conversion tools.
• Collaborate with the books & records provider to configure Dataphile.
• Perform data analysis on incoming client data.

Skills

Advanced Excel skills

Experience with Python

SQL knowledge

Data analytics experience

Experience using JIRA

Education

Post-secondary education or equivalent work experience

Completion of Canadian Securities Course

Tools

MS SQL Server

Oracle databases

Data processing libraries

Job description

Overview

Technical 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. Fidelity Canada embraces innovation and growth, with a diverse and inclusive environment that supports career development.

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 bulk data conversion and understanding the functionality of external conversion utilities utilized by the books & records provider. The role also includes data loading, scripting, mining, and maintaining accurate data mapping.

What You Will Do

• Bulk and ad-hoc data loading, scripting, data mining using house conversion tools
• Handle large data sets, cleaning and manipulation of upwards from 100,000 to millions of records
• Collaborate with the books & records provider to configure Dataphile to Dataphile data replication and conversions
• Deliver clear requirements for data modification requests and conversion script selections
• Perform data analysis on incoming client data including accounts, positions, securities, and transactions
• Create and maintain conversion utilities for managing aspects of client data
• Manage post-conversion sweep processes, ensuring adherence to FCC transaction code standards
• Maintain conversion data mapping, perform QA and version control
• Consult with external stakeholders for agreement and approval on configuration and mapping
• Other duties as required

What We’re Looking For

• 3+ years working experience within the brokerage industry preferred
• Completion of post-secondary education or equivalent work experience
• Advanced Excel skills (functions, conditional formatting, pivot tables, charting, Power Query). Knowledge of VBA & Macros is nice to have
• Relevant experience with Python and data processing libraries
• Experience with flat files/text databases and ETL; Regular Expressions is an asset
• SQL knowledge with SQLite and MySQL/MariaDB
• Experience with MS SQL Server and Oracle databases is an asset
• Knowledge or experience with Broadridge Dataphile, OSS/ISM or other stock brokerage accounting systems 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 an asset

The Expertise You Bring

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

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 [e-mail].

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

No telephone inquiries or agencies please. We thank all applicants for their interest; only those selected for an interview will be contacted.