Business Systems Analyst II

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. 

WHAT YOU WILL DO 

• Interface with Project Team(s), other BSAs and developers, as well as with other technical teams, to identify, document and manage the business requirements/specifications for various projects and support those processes, that could be cross functional and technically complex.
• Responsible and accountable for the business requirements/specifications to be complete, correct, consistent, concise, achievable and to obtain sign off from the business stake holders.
• Establish/maintain partnerships with business users in order to determine optimal solutions, automation and alternatives for various business and systems needs to ensure clients make informed decisions.
• Provide overall business/systems support for Production and User Acceptance Test environments.
• Ensure continued integrity of existing production systems.
• Ad-hoc reporting for business users.
• Investigative support for day-to-day system and business issues.
• Monthly, Quarterly and Annual support for CI Institutional line of business processing and statement runs on client portal.
• Provide expert guidance with hands-on help where required to solve complex and challenging business problems to the satisfaction of key stakeholders.
• Set stakeholder expectations appropriately. Share complex concepts with non- technical audiences.
• Collaborate with project team on issue management and help coordinate resolution.
• Organize and participate in stakeholder meetings
• Initiate and lead on support items and projects tied to vendors and management surrounding that
• Chair and facilitate meetings where appropriate and distribute minutes to Support team members and extended business teams
• Document and follow up on important actions and decisions from meetings
• Help to ensure project deadlines are met
• Undertake project and support tasks as required
• Help ensure project and support task adheres to JIRA framework and documentation is maintained appropriately. 
• Gather stakeholder feedback and document new requirements as user stories in JIRA
• Help to ensure stakeholder views/expectations are managed
• Facilitate meetings with the support and project teams to review/refine JIRA backlog
• Help define the sprint schedule with support/project team
• Report on weekly targets, anticipated and existing blockages, progress towards project milestones
• Will function in an agile team environment and may be involved with planning and executing test cases and vendor system upgrades

• 5 years experience as business/systems analyst or business consultant within the Investment Management or Brokerage industry.

• College/University graduate in Business Administration, Computer Science or equivalent.

• Extensive experience in business/systems analysis for portfolio management/back-office systems within the Investment Management industry
• Working experience with Corporate Systems in HR and Finance along with vendor management an asset
• Familiarity with multi-platform environments such as Windows, UNIX, Amazon AWS, Linux/REDHAT.
• Good knowledge of database design, data mining, and querying using SQL
• Familiar and knowledgeable in Snowflake Databases would be an asset
• Strong knowledge of investment and wealth management functions: portfolio management/administration, portfolio modeling, performance accounting, performance reporting/attribution, back-office, order and trade management
• In-depth understanding of various investment products, market practices, securities operations, compliance and regulatory requirements, industry trends
• Ability to confidently and professionally deal with vendor and employees at a variety of levels 
• Strong customer service orientation, leadership and decision-making skills
• Creative, adaptable, resilient, self-directed, innovative, results oriented
• Excellent organizational, problem-solving and critical thinking skills
• Superior time management skills and ability to manage multiple priorities/deadlines
• Excellent oral and written communication skills
• Ability to work independently and as a team member
• Good interpersonal and team skills

This role follows our in‑office work model and requires employees to be onsite four days per week to support collaboration and business needs.

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 [email protected], or call 416-364-1145 ext. 4747.