Role Description
The Document Design Analyst role is an exciting opportunity to join the global Shared Services arena within FNZ. The role is extremely varied and will provide the successful candidate an opportunity to work in a global team which designs, builds and maintains client outputs across the FNZ platforms using a market leading software application called Smart Communications. Client facing outputs can range from standard account maintenance documentation, emails and notifications to complex pension illustrations, statements and contract notes.
This role will report into the Lead Document Design Analyst who reports into the Client Facing Outputs Team Lead.
Team Responsibilities
Working within a global team spanning FNZ Europe, Asia Pacific and North America the successful candidate will work with technical consultants and project based solution design consultants to produce high quality design specifications across the FNZ platforms.
Experience Required
- Understanding of XML data structures
- Understanding of XSD schemas
- SQL server skills
- Good knowledge of data processing systems
- Experience in system testing and release processes
- Good technical writing skills
Responsibilities
- Create and maintain the FNZ core document repository based on evolving business and regulatory requirements
- Create and maintain individual document repositories for new platforms
- Deliver Outputs workshops alongside the Technical Analyst and project team to discuss the core outputs which are available with new clients and the process for reviewing and updating document design specifications
- Collaborate with FNZ platform teams and the end client to conduct a gap analysis, and to support the design of any bespoke documents which may be required
- Conduct review, feedback and sign off sessions to ensure document design specifications are created to the highest standard to build and to test from
- Build good knowledge of the FNZ platforms and propositions in order to know the data within the platforms and how this is structured for use within the documents
- Work to implement documentation on the step by step testing of document output triggers for the core FNZ outputs
- Investigate test automation of the core output triggers
- Peer review and unit testing of documents against design specifications
- Collaborate closely with platform teams throughout the test cycle, to analyze and resolve issues as quickly as possible and to provide solutions as required
- Provide knowledge transfer to the wider FNZ audience on document outputs, processes and procedures
Please note this is a hybrid role role. Only candidates currently living or willing to relocated to Toronto will be considered.
What FNZ Offers
- A competitive base salary, bonus, and paid time off.
- FNZ will match pension plan contributions at 150%, up to 4% total Employee Contribution.
- Employer-paid medical, dental and vision insurance, and more.
- We are mission-led - work at the heart of a purpose-led organization where you can be proud of the impact you make, every day. Where you’ll transform the way over 20 million people invest, making wealth management more accessible, sustainable and transparent to more people.
- Learning & development – Placing emphasis on a willingness to learn, to think differently, to be creative and to help drive innovation.
- Be part of a highly successful, rapidly growing, Pre-IPO global business that is leading the delivery of financial services via cloud computing and partners with some of the world’s largest companies;
- We provide global career opportunities for our best employees at any of our offices in the US, Canada, UK, Czech Republic, Asia, Australia or New Zealand
About FNZ Culture
Our culture is what drives us. It's at the heart of who we are and everything we do. It's what inspires, excites, and moves us forward.
Our ambition is to create a culture for growth, one that opens up limitless opportunities for our employees, customers, and the wider world.
At FNZ we know that great impact is only possible with great teamwork.
That’s why we value the strength and diversity of thought in our global team.
The FNZ Way is the cornerstone of what we do. It comprises four values that set the standard for how everyone at FNZ interacts with each other, with our customers, and with all our diverse stakeholders worldwide.
- Customer obsessed for the long-term
- Think big and make an impact
- Act now and own it all the way
- Challenge, commit and win together.
About FNZ
FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.
We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.
We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.5 trillion in assets under administration (AUA).
Together with our customers, we help over 20 million people from all wealth segments to invest in their future.
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