Description

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.
We are currently seeking an agile Client Reporting Analyst to join our Client Reporting team. The Client Reporting Analyst will help establish cohesion between business units, IT stakeholders and end users through management of the end-to-end process of creating and distributing reporting documents. The individual will be responsible for establishing and maintaining trust in the quality and timeliness of deliverables through the analysis of client reporting requirements, implementation of process controls and facilitation of acceptance testing. This will be achieved through an ongoing review and support of processes involved in the cyclical reporting process and enhancements to due regulatory changes and/or product updates. WHAT YOU WILL DO

• Ensure timely delivery of client reporting documents based on regulatory requirements and client expectations
• Conduct cyclical statements/CRM2 reports/trade confirms/tax packages run and testing
• Handle production enhancements/fixes related to all client reporting documents or tools
• Act as a subject matter expert, providing insights and resolving issues; pro-actively identify opportunities for improvements in both business processes resulting from ongoing support provided to the line of business
• Work collectively with IT and Business units to represent Client Reporting for enhancements, regulatory changes and new product offerings
• Work collectively with the various stakeholders to implement production enhancements or resolving issues
• Collaborate with IT project teams and business units to collect, and translate business requirements into documentation
• Prepare business requirements and mock-ups as needed
• Ensure requirements are clearly, accurately and thoroughly documented and understood
• Conduct gap analysis on business requirements and documents provided by IT and the Business while communicating the needs of from a Client Reporting perspective
• Pro-actively identify opportunities for improvements in client reporting process, knowledge, and efficiencies
• Coordinate activities and conducting meetings related to production support and issues
• Responsible for user acceptance and testing of all client reporting documents ensuring product rules or enhancements meet user needs as documented in business requirements
• Develop and document procedures and create reference materials for as a result of product enhancements, regulatory changes and new initiatives
• Monitor the Team inbox and provide research-based support to other departments on client reporting related inquiries
• Other duties as assigned

WHAT YOU WILL BRING

• Previous Business Analyst experience an asset
• Post Secondary Education
• Canadian Securities Course or IFIC Operations Course an asset
• Working knowledge of CI products, Private Client or Assante back office processes an asset
• Strong knowledge of User Acceptance testing (UAT); proven ability to create extensive test plans that confidently tests functionality being implemented against documented requirements
• Excellent analytical capabilities are required along with a strong focus on attention to detail
• Excellent organizational skills, capable of multitasking and the ability to deliver high quality work under pressure
• Excellent written, verbal and presentation skills. You are to effectively communicate project status, and dependencies to stakeholders
• Strong problem-solving skills with the ability to address issues and obstacles that may impede project progress. Proactive identification and resolution of project risks and impediments
• Ability to adapt to changing priorities and deadlines with strong time management skills
• Strong knowledge/understanding of various software skills: (Microsoft, Excel, JIRA, eCISS, Triple A, RPM SSUI/AUI)
• Self-starter and self-motivated
• Strong relationship building skills
• Able to work independently and in a team setting
• Ability to “think outside of the box”
• Excellent and proven time management skills

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.

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.