Business Analyst (Fixed Term)

CI Financial

20h•CA$55,000 - CA$95,000•Onsite

About The Position

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. In this role, the successful candidate will work with an internal team, as well as external parties to investigate and provide solutions to our best-in-class Client Experience Team which is the ‘go to’ for our Investment Advisor clients. As a member of the Special Projects Team, you will apply your existing financial services industry knowledge and understanding of the ACPI business offering and provide support on a variety of investment operations related topics. We are looking for someone who works calmly in a fast-paced environment and can quickly prioritize and organize the delivery of solutions for internal escalations. This role will join the Special Projects Team within Aligned Capital Partners Inc. (ACPI, a member of CI Financial) in Burlington, Ontario.

Requirements

3+ years’ experience in the investment, banking or related industries
Knowledge of the Canadian investment landscape including an understanding of different accounts and products
Intermediate Excel proficiency
Positive and professional attitude and eagerness to learn and develop new skills
Team Player with strong organization and communication skills
Proven ability to think critically and strategically when dealing with unique inquiries
A demonstrated collaborative approach to solving problems
Ability/Flexibility to work independently and prioritize responsibilities

Nice To Haves

Having completed industry courses is an asset

Responsibilities

Collaborate closely with internal Operations Directors to deliver priority initiatives that drive continuous improvement in operational efficiency and elevate the day-to-day client experience
Investigative support for Production and User Acceptance Test environments of proprietary systems
Investigate, ticket and track issues to resolved state
Provide updates with internal teams throughout the resolution process
Test development updates to ensure functionality is as expected
Interface with Project Teams, developers, and other technical teams, to identify, document and manage the business requirements/specifications for various projects
Document and follow up on important actions and decisions from meetings
Undertake project and support tasks as required
Write, update and edit internal guides and training materials for our web-based knowledge platform