Company Information:
CIBC Mellon is a leading provider of asset servicing solutions to institutional investors in Canada, including multi-currency accounting, fund valuation, and investment information reporting. We are passionate about providing exceptional client service backed by our culture of innovation and success. Our outstanding employee experience will provide you with opportunities to learn and grow professionally while supporting the communities in which you live and work.
We are a diverse and dynamic workplace where employees take an active role in delivering on strategic objectives while advancing their individual career goals. We encourage innovative thinking and give our employees the support and resources they need to turn great ideas into actions.
We’re always looking for talented people who can make a meaningful difference for our clients, our company and our communities. To learn more about why our employees love coming to work each day, visit www.cibcmellon.com/experience.
Position Overview:
Provides business analysis expertise to support Recordkeeping & Pension Benefits system applications, and processes.
Responsibilities:
- Support Unitholder statement and confirm production processes. This includes executing statement jobs, reviewing output, responding to inquiries and addressing investigations.
- Executes configuration changes for Unitrax, DCCM, WealthLink and WealthDoc
- Adherence to SOC/audit controls and procedures
- Executes investment product changes and investment product launches with a strong focus on risk mitigation
- Independent review of investment product changes and launches
- Supports inquiries about Recordkeeping application functionality
- Supports client discussions on the application of existing functionality to meet client business needs
- Assists with issue resolution related to Recordkeeping applications
- Generate reports and develop queries to meet client and operational needs.
- Liaison between business operations and Information Technology
- Provides business support for Recordkeeping
- Participate in business acceptance testing
- Analyzes, defines and documents business requirements for the line of business
- Analyzes and maps business workflows or processes for process improvement and automation opportunities
- Provides BA support when deploying system enhancements
- Supports and assists the team with all work
- Must be flexible and available to work on some weekends when required for application support testing or project support
Qualifications:
- University education, or equivalent post-secondary
- Three years of related experience
- Knowledge of the various products within the Mutual Funds and Pooled Funds industry
- Systems knowledge of Unitrax, dCCM, WealthDecisions, WealthLink and WealthDoc
- Proficient with Microsoft Office Suite, with intermediate ability in Excel
- Intermediate knowledge of macro development, VBA programming and scripts, Microsoft SSRS Report development, PC SAS.
- Working towards completion of an industry recognised certification in Business Analysis
- Canadian Securities Course and/or IFIC Operations Course
- Time management, leadership, organizational, analytical, written and oral communication skills
- Build and maintain solid relationships with business and technology partners
- Knowledge of operational procedures and processes including business acceptance testing
CIBC Mellon's Values:
Get it Right Every Day: Deliver service excellence while always acting with the highest ethical standards
Put Clients at the Centre: Advocate for clients by listening, sharing knowledge, and bringing the right solutions forward
Be One Family: Challenge, empower and recognize your colleagues
Take Ownership: Speak up, speak out, and make things better
Job Specific Competencies:
- The salary band for this position ranges between $70,000 - $110,000.
- Individual pay is determined by factors such as job-related skills, market conditions, relevant experience, education, training, and internal equity.
- Please note, our recruitment process may include the use of AI-assisted tools.
- This posting is for an existing vacancy.
