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CI Financial

Canadian asset manager growing through acquisitions

Business Systems Analyst 2

Business AnalysisUpdated on Nov 13
Full-timeOntario, CanadaNo salary listed

About the Job

Requirements

  • Post-secondary education or equivalent applicable IT experience.
  • At least 3 years of related working experience in the financial services industry.
  • Strong understanding of end-to-end workflows within discretionary portfolio management, including investment management, trade lifecycle, investment accounting, and reconciliation.
  • Knowledge of capital market instruments, including fixed income and equities.
  • Ability to interpret and communicate complex concepts to non-technical audiences.
  • A highly developed analytical and technical mindset.
  • Ability to multitask and manage a steady stream of priorities.
  • Ability to translate business requirements for the development team.
  • Familiarity with hardware and software platforms, connectivity solutions, databases, middleware, and cloud computing.

Responsibilities

  • Elicit, analyze, and understand business and data requirements to deliver comprehensive solutions to business units.
  • Work with stakeholders to assess current and future states, perform detailed gap analyses, propose solutions, and gain agreement on them.
  • Set stakeholder expectations appropriately.
  • Provide expert guidance and hands-on assistance, as required, to solve complex business problems to the satisfaction of key stakeholders.
  • Support the Project Manager in developing and maintaining project timelines.
  • Assist and support the project team throughout the project life cycle.
  • Provide updates to appropriate business groups on the status of projects in progress.
  • Collaborate with the Quality Assurance team to define test cases related to business requirements and coordinate User Acceptance Testing.
  • Serve as the subject matter expert on system functionality for assigned projects.

Desired Qualifications

  • AWS, Jenkins, Python, SQL, Unix, and JIRA proficiency is an asset.
  • CSC or CFA designations are assets but are not required.

About the Company

CI Financial

Canadian asset manager growing through acquisitions

CI Financial builds and runs investment management and wealth-advisory platforms through a network of subsidiaries that manage assets and provide investment products and advisory services to individuals and institutions. Its platforms are advisor-facing, helping independent financial advisors and RIAs offer mutual funds, managed accounts, and other wealth-management services. The company differentiates itself by growing through acquisitions, creating a large, integrated footprint in Canada and the United States. Its goal is to scale into a leading diversified financial-services group serving a broad adviser network, a strategy that culminated in Mubadala Capital taking the company private in 2024.

Company size
1,001-5,000
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1965

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