Business Systems Analyst

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. 

We are seeking a highly skilled Business Systems Analyst (BSA) to join our Client Reporting team. The ideal candidate will have strong analytical skills, experience working with SQL, and a background in business and systems analysis. This role requires excellent communication and collaboration skills to effectively liaise between business users and development teams.       

RESPONSIBILITIES:

• Gather, analyze, and document business and system requirements for client reporting solutions.
• Collaborate with business stakeholders to understand reporting needs and translate them into technical requirements.
• Work closely with developers to ensure solutions meet business objectives.
• Utilize SQL to analyze data, validate outputs, and support troubleshooting efforts.
• Manage and track project requirements, issues, and progress using JIRA and Confluence.
• Assist in testing and validating client reporting outputs to ensure accuracy and compliance.
• Oversee mock and production runs for quarterly statements and coordinate with other IT teams.
• Facilitate communication between business users and the development team, ensuring alignment on priorities and deliverables.
• Provide ongoing support for enhancements and issue resolution related to client reporting.

QUALIFICATION REQUIREMENTS:

Experience

• Minimum experience 1-year Mutual Funds/Securities industry.
• Previous business analyst/analytical experience an asset.
• Understanding of financial services, client reporting, or tax reporting processes is a plus.

Education/Training

• Post Secondary Education
• Canadian Securities Course or IFIC Sales

Knowledge, Skills, and Abilities

• Strong working knowledge of CI GAM’s products.
• Knowledge or familiar with agile methodology
• Working experience with JIRA and Confluence.
• Strong Excel skills. 

Skills and Abilities

• Strong analytical and problem-solving skills with attention to detail.
• Proficiency in SQL for data analysis and troubleshooting.
• Ability to complete multiple tasks and meet set deadlines.
• Able to effectively organize and plan projects.
• Excellent verbal and written communication skills, with the ability to translate business needs into technical requirements.
• Ability to work effectively with cross-functional teams, including business users, developers, and QA.
• Works well independently.

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. 

A Supportive Environment for Success

We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.

WHAT WE OFFER 

• Modern HQ location within walking distance from Union Station
• Training Reimbursement
• Paid Professional Designations
• Employee Savings Plan (ESP)
• Corporate Discount Program
• Enhanced group benefits
• Parental Leave Top–up program
• Paid time off for Volunteering 

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.

Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.