Investment Applications Senior Financial Analyst

Investment Applications Senior Financial Analyst

Location : Hybrid - Toronto (University Ave)

Empire life is looking to hire an Investment Applications Senior Financial Analyst to join our Investment Finance team!

Why pursue this opportunity

The role - this is a new position and your chance to join a growing team, while being provided the opportunity to make an impact.

Play an integral role - this is an opportunity that allows for you to grow your skills, while directly contributing to the business unit you are a part of.

Diversity, equity, and inclusion - we are committed to creating a diverse, equitable, and inclusive workplace and welcome candidates who share this commitment.

What you’ll be working on

Support end-users of the Company’s investment systems, ensuring efficient implementation and fulfillment of business requirements and system functionality.

Communicate effectively with IT, business teams, and external vendors to articulate required system changes and participate in any implementations of those changes.

Provide innovative thinking on how data management, reporting, analytics and processing automation can support the portfolio management goals in an efficient and effective manner

Serve as a liaison between Investment Administration and IT, ensuring clear task delegation, proper documentation, and monitoring of service levels to meet business requirements and timelines.

Responsible for ensuring the investment systems are refreshed and available for use within required timelines each day. This includes the Order Management System ( OMS ).

Contribute to projects in Investment Administration, including system upgrades, new portfolio launches, process automation, and adoption of accounting standards.

Assist in resolving investment system issues, coordinating with vendors and IT for timely solutions.

Analyze and resolve data inconsistencies across investment system datasets (e.g., performance, administration, and order management systems).

Contribute to the design and execution of scalable analytics to query, transform, and analyze large investment datasets.

Ensure designs use reusable components and align with business requirements for future scalability.

Take part in scope assessment, risk and cost analysis for internal projects assigned

Create and maintain procedural documentation to ensure staff understands system components and can perform operational tasks.

Participates in the provision of on-going guidance, training and support to end users

Contributes to the identification, development and implementation of process improvements within the Investment Finance department, including automation opportunities

Provides back-up support for other investment administrators / employees

Coordinate and produce regular reports for the Board, senior management, and stakeholders, ensuring accuracy and relevance, and create reports for portfolio managers and traders as needed.

Manage system-based reports, including inventory tracking, development, testing, and maintenance based on business requirements.

Assists the Chief Investment Officer and portfolio management team in special projects, as directed by the Vice-President, Investment Finance

Participates in other Finance and Corporate initiatives, as directed

What we’re looking for you to have

Completion of a university degree in a quantitative discipline such as business, finance, economics, engineering, statistics, information systems, or mathematics

4+ years work experience, preferably in the asset / wealth / portfolio management, insurance or financial services industries

Direct work experience supporting investment and / or financial systems platforms

Knowledge of trade order management and investment administration systems is required

Direct work experience in an investment administration role / function is an asset

CPA designation and / or CFA designation and / or post-graduate degree are assets

Canadian Securities course or equivalent are assets

An in-depth understanding of data modeling techniques and relational databases are assets

Knowledge and experience in query languages (SQL) and / or ETL tools are assets

Experience and familiarity with SS&C Technologies Inc. Portia and EZE order management system are assets

Knowledge of Bloomberg terminals and services, including Bloomberg Port Enterprise

Knowledge of investments - including but not limited to exchange-traded and over-the-counter securities, derivatives, mortgages and loans

Knowledge of word processing, spreadsheet, database, and presentation computer software

Ability to conduct research, investigate and analyze

Ability to work effectively both independently and in team environments

Well-developed analytical, evaluation, problem resolution, and decision-making skills

Well-developed mathematical skills

Well-developed conflict resolution skills; ability to negotiate solutions

If you are applying for a position which is open to applicants across Canada, unless otherwise indicated in the position, language proficiency in English is required for communicating with customers, advisors, or employees across Canada.

Beyond the salary

For regular full-time positions, Empire Life offers a comprehensive total rewards package that includes :

Competitive salaries with annual pay increases

Annual bonus program, which recognizes both strong company performance and individual contributions, for non sales positions

Competitive uncapped commission, for sales positions

A comprehensive employer-funded benefits package starting from day one of employment, that includes life insurance, disability, health and dental and a generous health account

Flexible work arrangements and an annual allotment of personal health days.

Four weeks annual vacation from hire date

A defined contribution pension plan with generous employer matching

Top up programs for parental leave and compassionate leave

Employer-sponsored wellness and recognition programs

A cash employee referral program