Business Analyst, Product Support - Toronto, Canada - CI Financial

CI Financial
CI Financial
Verified Company
Toronto, Canada

2 weeks ago

Sophia Lee

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Sophia Lee

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Description

CI Financial is an independent company offering global wealth management and asset management advisory services through a diverse group of 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 that have 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.


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 opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged to do so.


WHAT YOU WILL DO

  • Work collectively with the various stakeholders to implement initiatives determined by the project sponsor
  • Conduct business analysis, understand and document business objectives and requirements, perform gap analysis and recommendation on functional design
  • Play a vital part assisting in identifying project deliverables and developing milestones for project completion
  • Work with internal and external partners to identify business needs and ensure these needs align to business goals and objectives
  • Bring a high level of product knowledge and business expertise in order to analyze, identify, evaluate and recommend improvements to business functions and processes
  • Effectively lead meetings and group discussions with project team members and stakeholders to ensure collaboration on project deliverables
  • Create extensive test plans that confidently tests functionality being implemented against documented requirements
  • Verify test output, report critical issues and coordinate with various resources for problem resolution

WHAT YOU WILL BRING

  • Minimum of 2 years related working experience in the Mutual Funds/Securities Industry
  • An extensive knowledge of products offered and good working knowledge of business processes, procedures and practices
  • Knowledge of User Acceptance testing (UAT); ability to create extensive test plans that confidently tests functionality being implemented against documented requirements
  • Strong analytical capabilities are required along with a strong focus on attention to detail
  • Solid communication skills including verbal, written and presentation skills
  • Solid organizational skills, capable of multitasking and the ability to deliver high quality work under pressure
  • Motivated person with the ability to work independently as well as a contributing member of the team
  • Excellent business skills, information systems experience and exposure to project management processes an asset
  • Sound knowledge/understanding of various Assante systems (ActionPRO, NFR, InvestorPOS, SmartDox, Discretionary, etc.) will be an asset

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