Streamline and manage the operating model of the portfolio management system with regards to daily, quarterly and annual tasks, ad hoc requests and issues
Ensure that the functional requirements are understood, documented and considered correctly in the implementation
Create and maintain the product documentation for support to the firm
Capture epics and user stories within JIRA
Analyze new business requests and support the effort estimation of the team
Conduct business analyses and technical analyses
Support testing activities, and advise business stakeholders on relevant issues
Manage product, vendor and business knowledge for the key portfolio management system
Job Qualifications :
8+ years in a similar role (business analysis, business engineering, requirements engineering) in the financial industry
In-depth expertise in finance, financial products, Canadian regulatory frameworks, portfolio management and advisory processes. Experience with Mutual funds processes will be a significant advantage
Good understanding of Software Development processes, preferable experience as a developer
UML hands-on experience with ability to model domain models or visualize dynamic flows. Ideally familiar with Enterprise Architecture
Practical SQL skills to be able to conduct data analysis, if required
Understanding portfolio theory and portfolio management processes
A large business analysis tool-belt with the understanding when to use which tools (use case modelling, business rule writing, user story writing, state diagrams, flow diagrams….)
Proficiency with the following systems : APX (SS&C) LatentZero (IoN or Fidessa) Pricing
Attributes for Success
Positively contributing to our Culture Blueprint – Character (Be Genuine), Connection (Build Relationships), and Commitment (Deliver Excellence)
Exceptional consulting and planning skills with a strong ability to build strategic relationships
Excellent communicator and effective leader with high interpersonal skills and demonstrated ability to build trusted relationships
Ability to exercise sound judgement in making decisions
Ability to negotiate, influence and gain other's support
Ability to stay energized, productive and focused in the face of challenges, ambiguity, change or strenuous demands, creating a supportive environment that helps others
Ability to see and synthesize different sides of an issue, examining the full range of options and outcomes, and building intellectual frameworks to guide analysis and action