Client Reporting Analyst

19 hours ago

Toronto, Canada CI Financial Full time

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.

Job Description Summary
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.

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
- 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 mockups 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 or Assante back office processes an asset
- Knowledge of testing practices and procedures an asset
- Bilingual in French and English an asset
- High level of proficiency with Microsoft Excel an asset
- Strong analytical and problem-solving skills
- Ability to adapt to changing priorities and deadlines with strong time management skills
- Excellent communication skills with experience in business writing
- High degree of accuracy and attention to detail
- 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.

Hybrid Work Environment

Our company operates in a hybrid work environment, offering flexibility for employees to work remotely and in the office. As part of this arrangement, all employees are required to be present in the office for a minimum of three days per week.

WHAT WE OFFER
- Modern HQ location within walking distance from Union Station
- Training Reimbursement
- Paid Professional Designations
- Employee Savings Plan (ESP)
- Employee Share Purchase Program (ESPP)
- Corporate Discount Program
- Enhanced group benefits
- Parental Leave Top-up program
- Paid time off for Volunteering

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