Portfolio Management System Analyst

4 weeks ago

Vancouver, British Columbia, Canada Leith Wheeler Investment Counsel Ltd. Full time

Job Title: Portfolio Management System Analyst

Job Description:

  • Streamline and manage the operating model of the portfolio management system with regards to daily, quarterly and annual tasks, ad hoc requests and issues.
  • Ensure that the functional requirements are understood, documented and considered correctly in the implementation.
  • Create and maintain the product documentation for support to the firm.
  • Capture epics and user stories within JIRA.
  • Analyze new business requests and support the effort estimation of the team.
  • Conduct business analyses and technical analyses.
  • Support testing activities, and advise business stakeholders on relevant issues.
  • Manage product, vendor and business knowledge for the key portfolio management system.

Job Qualifications:

  • 8+ years in a similar role (business analysis, business engineering, requirements engineering) in the financial industry.
  • In-depth expertise in finance, financial products, Canadian regulatory frameworks, portfolio management and advisory processes. Experience with Mutual funds processes will be a significant advantage.
  • Good understanding of Software Development processes, preferable experience as a developer.
  • UML hands-on experience with ability to model domain models or visualize dynamic flows. Ideally familiar with Enterprise Architecture.
  • Practical SQL skills to be able to conduct data analysis, if required.
  • Understanding portfolio theory and portfolio management processes.
  • A large business analysis tool-belt with the understanding when to use which tools (use case modelling, business rule writing, user story writing, state diagrams, flow diagrams....)
  • Proficiency with the following systems: APX (SS&C) LatentZero (IoN or Fidessa) Pricing

Attributes for Success

  • Positively contributing to our Culture Blueprint – Character (Be Genuine), Connection (Build Relationships), and Commitment (Deliver Excellence)
  • Exceptional consulting and planning skills with a strong ability to build strategic relationships
  • Excellent communicator and effective leader with high interpersonal skills and demonstrated ability to build trusted relationships
  • Ability to exercise sound judgement in making decisions
  • Ability to negotiate, influence and gain other's support
  • Ability to stay energized, productive and focused in the face of challenges, ambiguity, change or strenuous demands, creating a supportive environment that helps others
  • Ability to see and synthesize different sides of an issue, examining the full range of options and outcomes, and building intellectual frameworks to guide analysis and action

About Leith Wheeler Investment Counsel Ltd.

Leith Wheeler Investment Counsel Ltd. is a leading investment management firm in Canada, providing expert portfolio management services to individuals, families, and institutions. We are seeking a highly skilled Portfolio Management System Analyst to join our team.

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