Operations Process & Data Analyst

Operations Process & Data Analyst

Location: This in-office position will be based out of our Winnipeg or Toronto office.

Our organization:

Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and Wellington-Altus Private Wealth Inc.—the top-rated* investment dealer in Canada and one of Canada’s Best Managed Companies. With more than $30 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients.

*Investment Executive 2024 Brokerage Report Card.

The Opportunity:

Reporting to the Vice-President, Operations, the Operations Process & Data Analyst will be responsible for analyzing, validating, defining, and writing the business/system requirements, technology processes, operational processes and solutions to meet the business needs and goals. The incumbent will bridge the gap between the business and technology solution providers (e.g., vendors, PMO office, Wellington Labs, etc.).

The Operations Process & Data Analyst is also responsible for analyzing, validating and interpreting data for the development of reporting and providing actionable insights to help drive process, system and technology solutions.  This includes but is not limited to supporting key Corporate and departmental projects and initiatives, coordinating and documenting operational processes, reviewing existing policy, process and procedures to drive improvement, efficiency with an eye towards automation opportunities as appropriate.

The incumbent will also support the business in meeting its stated objectives by providing data review, analysis, reporting, documenting business requirements and process and procedures.

Key responsibilities include:

Data Analysis & Reporting

• Analyzing data and trends to preparing reports to provide management insights for decision-making to different stakeholders including developing and or maintaining various reports and dashboards to track key performance indicators (KPI’s), project support, automation, and process improvement.
• Understanding and communicating stakeholder requirements and distributing relevant information, documentation, and artifacts to project stakeholders.
• Owning the preparation, completion and compliance of business requirements based on business needs.
• Analyzing existing systems and processes to identify areas for improvement and opportunities for automation or efficiency gains.
• Conducting feasibility studies and impact assessments for proposed changes
• Communicating complex data insights effectively to both technical and non-technical stakeholders through written reports and verbal presentations.
• Utilizing Excel for advanced data manipulation and modeling to provide insights for improvement.

Policy, Process & Procedures

• Collaborate with internal teams to assist in the design and documentation, of Policy and Procedures to ensure alignment with organizational objectives.
• Review, assess and recommend updates to policy, process and procedures to drive improvement, automation and business processes and procedures to enhance operational efficiency.
• Work closely with stakeholders to understand their requirements and translate them into actionable data insights.
• Working collaboratively with Business and IT staff to develop, document and maintain thorough knowledge of product, system, and process capabilities, ensuring precise communications between IT and other stakeholders, technical compatibility, and user satisfaction.
• Decomposing high-level business and user requirements into functional requirements specified in an appropriate level of detail suitable for use by those who must base their work on the requirements.
• Demonstrate a keen interest in leveraging technology to enhance the effectiveness and efficiency of operational processes.

The ideal candidate will possess:

• A bachelor’s degree in finance, accounting, business, information technology, or a related field.

• 5+ years of experience as business and or data analyst, 2+ years preferably within the Wealth Management industry.

• Knowledge and experience in the custodial/broker advisor business.

• Foundational understanding of the wealth management sector, including security types, trading practices, and financial instruments.

• Data mining experience including basic programming acumen is highly desired.

• Strong business analysis skills, including a thorough understanding of how to interpret customer business needs and translate them into application and operational requirements.

• Strong presentation, facilitation, analysis, and problem-solving skills.

• Knowledge of accounting principles including debit and credit entries, and journaling is an asset.

• CSC, IFIC or PMP designations are assets for this role.

• An International Institute of Business Analysis (IIBA) certification would be an asset.

• Proficiency with the MSOffice suite, including Word, PowerPoint, Teams, and Outlook. Advanced level acumen on Excel.
• Knowledge and experience with various financial modeling, financial data sources, CRM’s, databases.
• Knowledge of trading systems such as Envestnet, Croesus, and Morningstar, etc. is an asset.
• Knowledge in Power BI and Python, SQL programming and report creation is an asset.

• Demonstrated understanding of data driven decision making.

• Analytical and logical thinker with strong problem-solving skills, capable of diagnosing issues and proposing effective solutions.

• Skilled in multitasking under tight deadlines, adept at managing numerous activities with varying priorities.

• Highly detail oriented with a focus on accuracy of data and reporting.

• Strong organizational and interpersonal skills, enabling effective collaboration within cross-functional teams.  

• An ability to adapt to fast-paced, ever-changing environments, striving for continuous improvement and optimization.

• Effective communication skills, both oral and written, capable of presenting data and recommendations in a clear and concise manner to a variety of audiences.

• Passionate about delivering exceptional advisor service, with an engaging personality and a strong commitment to supporting industry professionals.

Conditions of employment:

• Must be legally eligible to work in Canada.
• A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.

Wellington-Altus Private Wealth is strongly committed to equity and diversity within its community and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders. All qualified individuals who would contribute to the further diversification of our organization are encouraged to apply.

If you require accommodation for the recruitment process, please let us know at the point of application.

To apply:

Click the Apply for This Job button to submit your resume, cover letter and salary expectations. You will be contacted if you are selected for an interview. More information about working at Wellington-Altus can be found on our website at www.wellington-altus.com.