Senior Business Analyst (Investment Management)

Great Place to Work™ 2020, 2021, 2022, 2023 | Best Workplaces™ in Financial Services & Insurance 2020, 2021, 2022, 2023 | Best Workplaces™ for Mental Wellness 2023 | Best Workplaces™ for Giving Back 2022 | Best Workplaces™ for Women 2021 | Best Workplaces for Inclusion 2021 | Best Workplaces™ in Ontario 2020 and 2021

Our Company

Picton Mahoney Asset Management (“PMAM”) was founded in 2004 to provide unique investment solutions to institutional, retail and high net worth investors in Canada and around the world. We are proud to say that we are 100% employee-owned and manage approximately $9.6 billion in sub-advisory, pension plan and hedge fund assets on behalf of our clients. The core values at Picton Mahoney guide the employee experience and contribute to the culture which fosters strong, transparent relationships.

Why Work at Picton Mahoney?

Picton Mahoney Asset Management is a place where employees can be proud of building a rewarding career that offers growth and the opportunity to evolve within a supportive culture that focuses on professional development. Over the years, we have learned from feedback and have developed strategies and programs that enhance employee engagement and improve the employee experience. As our values state: We work together; fully engaged and aligned. We support each other, and our actions contribute to the strategic goals of our firm. We believe in integrity and always “doing the right thing” for our clients, colleagues, and the firm. We believe in the concept of “unity in diversity” and are driven by a collaborative spirit to achieve our goals. We are committed to performance, excellence and winning. At Picton Mahoney, “stepping up” is an action, not a thought, which results in the development and implementation of those ideas. We prioritize growth and innovation and accept full responsibility for personal performance and results. We believe in being open when providing and receiving feedback, because it makes us better at what we do best.

The Opportunity

We are seeking a candidate to join our Digital Product Management team as a Senior Business Analyst. In this pivotal role, you will be responsible for providing comprehensive business and product support for order and execution management. Your primary focus will involve collaborating with various teams, including Compliance, Portfolio Construction, Trading, and Operations to ensure seamless daily operations.

A robust understanding of the Order and Trade Lifecycle is essential for success in this role. You will actively engage with the Charles River userbase to discern their requirements for enhanced efficiency and new capabilities. Furthermore, you will collaborate closely with both the Charles River team and our internal teams to conceptualize and implement requisite solutions.

Responsibilities of the Role

• Effectively foster dialogue and communication between internal business customers, Technology Teams, and our application vendors.
• Partner and engage with business customers to understand their challenges and to formulate the most optimal solutions for our plans to implement and resolve.
• Be the bridging intermediary between Technology and Portfolio Management Teams (Portfolio Engineering, Portfolio Implementation & Trading).
• Take ownership of configuration tuning, deployment, testing and post-deployment support.
• Document new requirements, configure, and tune the application to the User's needs.
• Engage in and facilitate User Acceptance Testing on workflows and resolve issues.
• Maintain insight and build forward-looking plans to effectively write business, functional and technical requirements in the form of user stories under the Agile/Scrum framework.
• Develop and effectively convey business, functional, and technical systems along with runbook and guiding supporting documentation.
• Monitor production platforms for start of day readiness and general system health.
• Convey clear business, functional and technical systems requirements accompanied with solution detail, diagrams and guiding supporting documentation.

The Qualifications and Experience Required

• Bachelor's degree in Finance, Economics, Computer Science, Engineering, Physics, Math, or related work experience.
• 5+ years of experience working as a Technology Business Analyst or as a Product Manager supporting business. critical applications as part of a Wealth or Investment Management Technology team.
• 2+ years of working experience configuring and implementing Charles River Manager Work Bench or Central Work Bench workflows, layouts, and Result Sets.
• Strong working knowledge of order management concepts, workflows, and terminology to partner with and have meaningful conversations with Portfolio Implementation and Trading Team members.
• Front/Middle/Back Office experience with Order Management Systems such as Charles River (comparable experiences in other Order Management and Execution Management Systems will be considered).
• Strong understanding of Equities and Fixed Income – Market Securities Data, Order Generation and Trade Lifecycle processes.
• Strong understanding of Compliance workflows and Rule Writing within Order Management Systems
• Ability to write, update and execute SQL queries.
• Strong understanding of the Agile Software Development Lifecycle.
• Proficiency with process diagramming and project management tools.

Our Commitment to Employees

At Picton Mahoney Asset Management, we take pride in elevating our employees' experiences through an array of exceptional perks and programs. Enjoy a suite of benefits including Corporate Wellness & Fitness Reimbursement, Women in Capital Markets partnership, Women Executive Membership, Volunteer Days, Charitable Matching, Maternity and Parental Leave Top-Up, Peer Performance Recognition Awards, Semi-Annual Performance Bonuses, a generous Annual Vacation Entitlement (minimum of 15 days/year), Tuition Reimbursement, Extensive Medical & Dental Benefits, Healthcare Spending Account, and more. These offerings are crafted to enhance your career journey and overall well-being. Join us in an environment that values your growth and success!

Picton Mahoney Asset Management is proud to be recognized by Great Place to Work® as a 2021 “Best Workplaces for Inclusion” and 2021 “Best Workplaces for Women”. We are committed to providing an equitable and fair work environment for everyone and all hiring and other personnel actions will be taken without regard to race, colour, creed, religion, sex, disability, gender identity, gender expression, family status, age, language or national origin. If you require an accommodation at any point in time throughout the application and hiring process, please contact Human Resources at (416) 955-4108 or at [email protected]