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Senior Analyst Mutual Funds

Apply now Job ID 45969003120 Date posted 03/14/2023

Primary Locations: Toronto, Ontario

Attendance: Hybrid

Employee Status: Regular

Schedule: Full-time

Are you passionate about improvement initiatives (business, technological, organizational processes)?

Are you good at building optimize operations and recommend new practices?

Would you like to be part of change?

Are you recognized for your leadership skills and talent to use to influence decisions?

As a Senior Analyst, you'll be part of a dynamic team and work in a stimulating, bustling diversified environment. You'll work on a variety of different assignments to deliver on the transformation and efficiency objectives set by National Bank. You'll also provide high-quality, reliable support and high-level coaching to the teams you represent.

Interested in finding out more?

You'll be based in Toronto and report to the Manager, Mutual Funds Dealer Operations (MFDO).

Your main responsibilities:

  • Work with various internal and external parties on joint projects and provide support to the Senior Advisor team for MFDO.
  • Support the development of day-to-day operating efficiency: continuous improvement, versatility, operational excellence, standardization, simplification and optimization of processes.
  • Collect and analyze varied information related to activities or content in his business unit.
  • Identify initiatives that could have an impact on the process input or output or on the value of current business processes and advise his immediate superior.
  • Develop sub-processes, business practices, and participate in improving current processes across all MFDO teams.
  • Lead and support the stages of change implementation and ensure follow-up.
  • Implement control mechanisms in relation to audit and compliance reports to ensure the quality of the processes, operations and services offered.
  • Define the problems identified through a rigorous analysis of the information available and identify improvements to business activities and processes.
  • Make recommendations within his business unit and work committees aimed at optimizing activities, processes and business practices.
  • Act as backup for our Post-Trade Fulfillment controls review.

 You'll stand out through your leadership, your professional judgement, your handling of initiatives, your ability to recommend innovative solutions and your collaboration.

We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer hybrid work (remote and in the office), work schedule arrangements to help you achieve work/life balance and flexible leave that you can take when it’s important to you. 

Competencies required :

  • Bachelor's degree in a related field and 4 years of relevant experience
  • Sound knowledge of investment processes
  • Sound knowledge of regulatory requirements for investment products and registered/non-registered products (e.g. RRSPs, RRIFs/LIFs, RESPs, TFSAs)
  • Experience in continuous/process improvement
  • Excellent analytical skills and advanced technical skills in applications such as Excel, Access, Power BI, etc.
  • Project management experience (an asset)
  • CSC and/or IFIC Operations certification (an asset)
  • Familiarity with different technology systems related to processes (an asset)
  • Bilingualism, both spoken and written (English and French) (an asset)

Your benefits: 
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.
•    Health and wellness program, including many options
•    Flexible group insurance
•    Generous pension plan
•    Employee Share Ownership Plan
•    Employee and Family Assistance Program
•    Preferential banking services
•    Initiatives promoting community involvement
•    Telemedicine service
•    Virtual sleep clinic
These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. 
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

We're putting people first :  
We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people.   Our mission is to have a positive impact on peoples' lives.
Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. 
We want our recruitment process to be fully accessible. If you require accommodations, feel free to let us know during your first conversations with us.
We welcome all candidates! What can you bring to our team?

Ready to live your ambitions?

JobField: Operations

Unposting Date: 2023-03-24

Job Number: ANA000Y0

Posting Date: 2023-03-14

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