Business Application Support Analyst, Recordkeeping
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Key skills for this role
About the Role
CIBC Mellon is looking for a Business Application Support Analyst to support Recordkeeping & Pension Benefits system applications and processes. You will execute configuration changes, support statement production, and act as a liaison between business operations and IT.
Key Skills for This Role
Responsibilities
- Support Unitholder statement and confirm production processes, including executing statement jobs, reviewing output, responding to inquiries and addressing investigations
- Execute configuration changes for Unitrax, DCCM, WealthLink and WealthDoc
- Adhere to SOC/audit controls and procedures
- Execute investment product changes and investment product launches with a strong focus on risk mitigation
- Independently review investment product changes and launches
- Support inquiries about Recordkeeping application functionality
- Support client discussions on the application of existing functionality to meet client business needs
- Assist with issue resolution related to Recordkeeping applications
- Generate reports and develop queries to meet client and operational needs
- Act as liaison between business operations and Information Technology
- Provide business support for Recordkeeping
- Participate in business acceptance testing
Requirements
- University education, or equivalent post secondary
- Three years of related experience
- Knowledge of the various products within the Mutual Funds and Pooled Funds industry
- Systems knowledge of Unitrax, dCCM, WealthDecisions, WealthLink and WealthDoc
- Proficient with Microsoft Office Suite, with intermediate ability in Excel
- Intermediate knowledge of macro development, VBA programming and scripts, Microsoft SSRS Report development, PC SAS
Full Job Posting
Position Overview
- Provides business analysis expertise to support Recordkeeping & Pension Benefits system applications, and processes.
Responsibilities
- Support Unitholder statement and confirm production processes. This includes executing statement jobs, reviewing output, responding to inquiries and addressing investigations.
- Executes configuration changes for Unitrax, DCCM, WealthLink and WealthDoc
- Adherence to SOC/audit controls and procedures
- Executes investment product changes and investment product launches with a strong focus on risk mitigation
- Independent review of investment product changes and launches
- Supports inquiries about Recordkeeping application functionality
- Supports client discussions on the application of existing functionality to meet client business needs
- Assists with issue resolution related to Recordkeeping applications
- Generate reports and develop queries to meet client and operational needs.
- Liaison between business operations and Information Technology
- Provides business support for Recordkeeping
- Participate in business acceptance testing
Qualifications
- University education, or equivalent post secondary
- Three years of related experience
- Knowledge of the various products within the Mutual Funds and Pooled Funds industry
- Systems knowledge of Unitrax, dCCM, WealthDecisions, WealthLink and WealthDoc
- Proficient with Microsoft Office Suite, with intermediate ability in Excel
- Intermediate knowledge of macro development, VBA programming and scripts, Microsoft SSRS Report development, PC SAS.
- Working towards completion of an industry recognised certification in Business Analysis
- Canadian Securities Course and/or IFIC Operations Course
- Time management, leadership, organizational, analytical, written and oral communication skills
- Build and maintain solid relationships with business and technology partners
- Knowledge of operational procedures and processes including business acceptance testing
Salary
- The salary band for this position ranges between CAD 70,000 CAD 110,000.
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