Business Analyst II - 19 months contract

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. 

We are currently seeking an agile Business Analyst II to join our Client Reporting team. Acting as subject matter expert in client reporting, you will play a crucial role on executing strategic initiatives including enterprise-wide programs impacting client reporting processes, leading the year end reporting processes and defect reporting and resolution. You will be responsible for requirement activities on medium to large enhancements and projects, conducting business analysis with minimal guidance, collecting, and organizing data; articulating the Business needs into requirements. You will collaborate closely with stakeholders and cross-functional teams, including IT, Operations, Sales, Compliance, Legal, to analyze client reporting data, identify optimization opportunities, and provide insightful recommendations to drive business growth and compliance with reporting regulations.

WHAT YOU WILL DO

• Work collectively with the various stakeholders to implement initiatives or projects
• Collaborate with IT project teams and business units to collect, and translate business requirements into documentation
• Conduct gap analysis on business requirements and documents provided by IT and the Business while communicating the needs of from a Client Reporting perspective
• Prepare business requirements and mock-ups as needed
• Ensure requirements are clearly, accurately and thoroughly documented and understood
• Pro-actively identify opportunities for improvements in client reporting process, knowledge, and efficiencies
• Instrumental in identifying deliverables, potential risks/issues and developing milestones and test plans for projects and enhancements
• Responsible for user acceptance and regression testing during the product implementation process while ensuring product rules or enhancements meet user needs as documented in business requirements
• Act as a subject matter expert, providing insights and resolving issues; pro-actively identify opportunities for improvements in both business processes resulting from ongoing support provided to the line of business
• Effectively lead and influence meetings and group discussions with project team members and stakeholders to ensure collaboration on project deliverables
• Lead Year End Process and Issues Management
• Prepare and host annual year end retrospectives
• Responsible for managing and leading response to internal and external audit, ensuring through, accurate, and timely response, with the goal of achieving a favorable resolution and minimizing potential penalties.
• Ensure timely delivery of client reporting documents based on regulatory requirements and client expectations
• Conduct cyclical statements/CRM2 reports/trade confirms/tax packages run and testing
• Handle production enhancements/fixes related to all client reporting documents or tools
• Ensure timely delivery of client reporting documents based on regulatory requirements and client expectations
• Conduct cyclical statements/CRM2 reports/trade confirms/tax packages run and testing, if required
• Handle production enhancements/fixes related to all client reporting documents or tools
• Develop and document procedures and create reference materials for as a result of product enhancements, regulatory changes and new initiatives where required
• Monitor the Team inbox and provide research-based support to other departments on client reporting related inquiries
• Other duties as assigned

WHAT YOU WILL BRING

• Minimum 2 years experience in a Business Analyst position
• Post Secondary Education
• Canadian Securities Course or IFIC Operations Course an asset
• Expertise in Agile methodologies, including Scrum, Kanban, Retrospectives, or other Agile frameworks
• Working knowledge of CI products, Private Client or Assante back office processes an asset
• Strong knowledge of User Acceptance testing (UAT); proven ability to create extensive test plans that confidently tests functionality being implemented against documented requirements
• Excellent analytical capabilities are required along with a strong focus on attention to detail
• Excellent organizational skills, capable of multitasking and the ability to deliver high quality work under pressure
• Excellent written, verbal and presentation skills. You are to effectively communicate project status, and dependencies to stakeholders
• Strong problem-solving skills with the ability to address issues and obstacles that may impede project progress. Proactive identification and resolution of project risks and impediments
• Ability to adapt to changing priorities and deadlines with strong time management skills
• Strong knowledge/understanding of various software skills: (Microsoft, Excel, JIRA, eCISS, Triple A, RPM SSUI/AUI)
• Bilingual in French and English an asset
• Self-starter and self-motivated
• Strong relationship building skills
• Able to work independently and in a team setting
• Ability to “think outside of the box”
• Excellent and proven time management skills

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.   Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential.  Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI. 

A Supportive Environment for Success

We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.

WHAT WE OFFER 

• Modern HQ location within walking distance from Union Station
• Training Reimbursement
• Paid Professional Designations
• Employee Savings Plan (ESP)
• Corporate Discount Program
• Enhanced group benefits
• Parental Leave Top–up program
• Paid time off for Volunteering 

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.

Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.