Skip to main content
Post your resume and find your next job on Indeed!

Equity Trade Support Analyst jobs

Sort by: -
    • Applicants with disabilities may notify us of any accommodation needed to support your participation in the recruitment process.
    • Maintain proper trade documentation and reporting standards.
    • Identify and execute relative value trading opportunities, including curve trades, asset swap…
    • Prepare/review of accounting schedules, general ledger journal entries, reconciliation reports, and variance analysis to support quarterly closing process.
    • Provide general administrative support for the Investment Counsellors.
    • One (1) to five (5) years of relevant experience in a client service or portfolio…
    • Provide research support to the Research Analyst;
    • Develop and maintain complex financial models;
    • Conduct company, industry and macro-economic research;
    • Working directly with a team of Investment Advisors where the focus is on client relationships and building a sustainable wealth management business;
    • The Cartograph Group is focused on exceptional client servicing for high net worth clients.
    • Working directly with a team of Investment Advisors where the focus…
    • Prepare comprehensive wealth plans to address client specific needs or concerns in the areas of financial, investment, retirement, risk management and estate…
  • View similar jobs with this employer
    • Tes analyses auront un impact réel et mesurable sur la compétitivité de l'entreprise à l'échelle internationale.
    • Relevant de la cheffe d’équipe, Soutien aux ventes, l’analyste principal(e) joue un rôle essentiel dans le soutien des efforts de développement des affaires de…
    • Knowledge of international business practices and international trade.
    • Relocation assistance is available for eligible candidates.
    • A valid driver’s license.
    • Maintain an openness to cross-train and learn other areas of the Securities Services Department in order to provide support where necessary.
    • Track, interpret, and summarize estimates and consensus information provided by sell‑side analysts.
    • Collect, analyze, and manage quantitative financial and…
    • Working directly with our team and portfolio managers where the focus is on trade reconciliation and settlement, trade allocation uploads and other trade…
  • View similar jobs with this employer
    • This role will support three established Advisors by helping to build, strengthen, and maintain exceptional client relationships while contributing to the…
Get e-mail updates for the latest Equity Trade Support Analyst jobs

By creating a job alert, you agree to our Terms . You can change your consent settings at any time by unsubscribing or as detailed in our terms.

People also searched:

business

Career Resources:

Job Post Details

IFDS Group logo

Senior Business Systems Consultant - job post

IFDS Group
3.1 out of 5 stars
Toronto, ON M5C 3G9Hybrid work
$105,000–$132,000 a year
You must create an Indeed account before continuing to the company website to apply

Job details

Pay

  • $105,000–$132,000 a year

Location

Toronto, ON M5C 3G9Hybrid work

Benefits

Pulled from the full job description

  • Employee assistance program

Full job description

Senior Business Systems Consultant
Permanent
Department: Asset Manager Solutions (150)

30 Adelaide Str, East
Toronto, Ontario, M5C 3G9
Canada
Number of Positions: 1


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. The IFDS enterprise supports more than 17 million accounts with AUA of approximately CAD $4 trillion. IFDS Canada is a 50/50 joint ventures between Boston-based State Street Corporation, one of the world’s leading providers of financial services to institutional investors, and Connecticut-based SS&C Technologies, a global provider of investment and financial software-enabled services and software for the global financial services and healthcare industries.

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. We’ll provide you with opportunities to develop your career. From ongoing training and development programs to experiences working with our global financial services partners, you’ll be able to realize your full potential.

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. The Business Systems Consultant 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 incumbent will be a key participant in the project life cycle (inception to production) of assigned projects, liaise between our clients and internal development teams, gather and document requirements, facilitate the building or modifications of our applications to meet client and industry needs. Business Analysts are also engaged in new client launches, conversions, activation of products/functionality, and support of Production issues as required.

Role Responsibilities

  • Provide subject matter expertise regarding industry, industry standards Finance/Banking industry, particularly in the Mutual Fund/Transfer agency/Trust Accounting/Fundserv domains
  • Evaluate and present information that will facilitate timely decision making through written and oral communication materials that effectively summarize findings with recommendations
  • 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
  • Elicit and translate customer requirements or regulations into comprehensive, complete and accurate business, functional and non-functional requirements
  • Have strong understanding of process flows, requirements gathering techniques, conducting structured analysis, data modeling, process mapping, Software Development and Project Management Life Cycle
  • Identify functional or operational gaps through competitive analysis, research, monitoring industry trends and prioritizing customer’s requests
  • Contribute to the implementation of new products and communicate effectively between internal and external stakeholders to ensure product satisfaction is maintained
  • Document business artifacts utilizing industry best practices to ensure usability, scalability, maintainability
  • Participate in project walkthroughs: business requirements, user stories, products demos, design, functional test plans and implementation sessions
  • Deliver on assignments within the required timeframes and escalate to the project team members in an effective and timely manner
  • Participate in product documentation including user and implementation guides
  • Provide expertise on projects within the program and liaise with stakeholders, clients and project team as required
  • Ensure team is following 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 plan and escalate issues to management
  • Participate in project walkthroughs: business requirements, design, user guides, functional test plans and implementation sessions
  • Demonstrate superior flexibility in the face of ambiguous situations, shifting demands and challenging work environments

Minimum Qualifications

  • 5-7 years related experience
  • University degree or equivalent experience
  • Demonstrate excellent time management skills, ability to multi-task, self-direction, and prioritize
  • Strong understanding of QESI, RESP, Locked in Plans, Segregated fund and Guaranteed investment product knowledge
  • Understanding of the regulatory bodies governing client product offering and industry best practices. For example: CLHIA, CSA/OSC, CRA/MRQ, Fundserv, CIRO and SIMA
  • Superior analytical and problem-solving skills
  • Experience with Agile methodology
  • Have strong business and system analytical skills - able to analyze and solve problems
  • Exceptional ability to communicate clearly and effectively, both verbally and in writing
  • Excellent facilitation and negotiation skills
  • Highly skilled at multitasking and prioritizing tasks
  • Ability to foster and build relationships, engage and influence
  • Innovative – seeks out innovative solutions and champions continuous improvement
  • Initiative – takes independent action and goes beyond what the job or situation requires
  • Prioritization – ability to organize workflow in order to accomplish multiple and changing priorities within specified timeframe
  • Results oriented – Strives to achieve high levels of individual and organizational performance
  • Demonstrated superior flexibility in the face of ambiguous situations, shifting demands and challenging work environments.
  • Expertise in evaluating feasibility or practicality of ideas and options, assessing risks and trade-offs and making informed and timely decisions
  • Superior iFast knowledge

Beneficial

  • Fully bilingual in French or Spanish & English (written/verbal)
  • CBAP/PMI-PBA certification
  • IFIC Operations and Procedures course
  • Financial industry certification (CSC/CFA)

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.

Salary Range

Pay Range (CAD $): 105,000 - 132,000

The above reflects an industry-benchmarked target compensation range. The salary offered may vary based upon the candidate’s skills and experience, job-related knowledge, and other specific business needs.

IFDS Provides:

  • Total Rewards: IFDS offers a comprehensive, competitive compensation & benefits package
  • Work-Life Balance: IFDS offers a hybrid work environment with our office located in the downtown core within walking distance to Union Station and the PATH
  • Professional Development: IFDS offers continuous learning opportunities, leadership development & training programs
  • Inclusive Culture: Our inclusive work environment supports equity and values diversity
  • Wellness Programs: Access to a variety of wellness initiatives, mental health support, and employee assistance programs
  • Community Engagement: Participate in volunteer opportunities and give back to our community through our various social care programs
Let Employers Find YouUpload Your Resume