Business Analyst Sr Investment Management

Description

Business Analyst Sr - Investment Management

About Us

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 - and we’re constantly seeking to find new and better ways to help our clients.

As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future.

Working with us means you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day.

You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best - both personally and professionally.

Role Overview :

The Business Analyst, Sr - Investment Management opportunity is a front office facing role within the Information Services organization, delivering comprehensive technology support services to the Fidelity Canada Investment Management (FCIM) business comprising of traders, portfolio managers, research analysts, and investment compliance users.

The candidate will also work closely with the production services teams - local and global - in support of day-to-day activities across all aspects of technology

The role requires a skill set that encompasses the full spectrum of business analyst activities through the project life cycle.

The role is both business and technology facing and will require excellent relationship management and communication skills to ensure a superior service to stakeholders and technology partners is maintained.

What You Will Be Doing :

Form part of the conversation with the business on their target operating model

Produce different forms of analysis documentation to an appropriate and agreed level of depth

Deliver presentation or workshop sessions on requirements to stakeholder groups

Regularly review and edit requirements, specifications, business processes, estimates and recommendations relating to the proposed solution, to ensure they are up to date throughout the life cycle of the project

Work with Project Managers and Business Sponsors to agree on the Terms of Reference for changes

Support the Test function with knowledge that aids test scripting & execution, including handovers & walkthroughs

Work with the Test team to define defects, acceptable tolerances within various types of testing

Document test results for audit and compliance purposes

Build and maintain business domain and application knowledge within the team, including structured knowledge management and training programs / curricula

Identify and continuously improve processes to ensure business functionality requirements are met

Responsible for projects of moderate scope that will enhance application functionality, create efficiencies and streamline workflows

Provide input into project timelines, estimation, action plans and risk management procedures

Ensure timely completion of work packages in line with project deadline and schedule

Act as a proxy customer facilitating open communication between the internal customer and development teams

Provide application support to wide range of investment management business applications; primarily responsible for supporting critical equity and trading platforms, including internally developed order generation platforms, and their integration with upstream and downstream systems.

Manage support transition for new applications and functional changes from delivery teams.

Good understanding of release and deployment management process including strict adherence to policies.

Identify and drive the production changes required to production environments.

Review application releases and infrastructure changes; look for conflicts or concerns to pro-actively avoid unnecessary business disruption

Provide input into QBR’s (quarterly business reviews) with senior business stakeholder

What We Are Looking For :

University degree preferably in Engineering or Computer science or equivalent work experience

5+ years’ experience in developing or supporting IT applications

Experience in working in a front-office facing role preferably with a trading desk

Business Analysis experience including project management, testing and execution methodologies

Financial Services and / or Consultancy experience.

Previous experience of working with the New Manager Workbench,

System Configuration and Workflow Rules in Charles River or equivalent systems

Good understanding of data and data modelling to assist with systems integration planning

Functional understanding of equity trading, portfolio management and research business areas; an understanding of the financial instruments traded, fund structures, system data flows and business process is required.

FIX protocol including FIX messages for electronic trading

Excel (VBA scripting and / or statistical analysis experience a plus

Experience in configuring and administering order management systems; Charles River IMS V20 preferred.

DevOps and Agile delivery processes

The Expertise You Bring :

Customer service oriented

Excellent communication (written & oral), interpersonal and relationship management skills

Excellent requirements analysis and consultative skills, with a logical approach to problem solving

Ability to operate effectively with limited oversight

Process and procedure oriented - Ability to review, improve and implement service processes

Ability to review proposed solutions and make recommendations

Ability to work in a demanding and fast paced environment with speed and discipline

Confident working with senior stakeholders across multiple business areas.