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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
Policy, Process & Procedures
The ideal candidate will possess:
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.
CSC, IFIC or PMP designations are assets for this role.
An International Institute of Business Analysis (IIBA) certification would be 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:
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.
Apply now
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