Senior Business Analyst, Portfolio Servicing Platform (12-Month Contract)
OMERS
Choose a workplace that empowers your impact. Join a global workplace where employees thrive. One that embraces diversity of thought, expertise and experience. A place where you can personalize your employee journey to be - and deliver - your best.We are a purpose-driven, dynamic and sustainable pension plan. An industry leading global investor with teams in Toronto to London, New York, Singapore, Sydney and other major cities across North America and Europe. We embody the values of our 665,000 members, placing their best interests at the heart of everything we do.Join us to accelerate your growth & development, prioritize wellness, build connections, and support the communities where we live and work.Don't just work anywhere - come build tomorrow together with us.Reporting to the Manager, Portfolio Servicing Platform, the Senior Business Analyst will support and deliver a variety of change initiatives to mission critical investment platforms. The incumbent will ensure that platforms align to department objectives, and the needs of our internal partners by delivering high value solutions and resolving issues. Excellence in all types of communication and facilitation with colleagues at all levels.In this role, you will be responsible for:
Leading and participating in both Agile and Waterfall projects related to Portfolio Servicing Platform (incl Trade Processing, Pricing/Valuations, Asset Servicing, Derivatives Servicing, Investment Accounting processes) upgrades, enhancements, system integrations, and process improvements that benefit OMERS Capital Markets investment teams, Corporate Finance and Capital Markets FinanceAssisting the Platform Owner in managing the product backlog and roadmap, prioritization of work, and resource allocation on initiatives.Leading business analysis activities for all phases of the project life cycle including requirements elicitation, analysis, testing, training, implementation, and post implementation supportEnsuring that project scope, objectives, deliverables, and timelines are clearly documented and communicatedCollaborating with cross-functional teams to gather and analyze requirements for projects impacting the OMERS Portfolio Servicing Platform (e.G. user stories, business requirements documents, etc.)Designing and developing complex reporting and dashboards (SQL, SSRS, Crystal, Power BI etc.) that deliver insights to investment professionalsDefining and executing business test plans, including performance and integration testsEnsuring change management principles are considered throughout delivery, including the early capture of stakeholder impacts, end-user training, and communicationsPartnering with technology teams to implement system enhancements, upgrades, and patchesDeveloping and maintaining support documentation, including troubleshooting guides and knowledge base articlesAnticipating issues and make recommendations to mitigate risks;
support ad hoc analysisto identify the root cause of issues and resolve issues in a timely manner ensuring minimal disruption to investment teamsProviding recommendations for the improvement of business analysis and project delivery practicesDeveloping relationships among partners by supporting a culture of transparency, collaboration, and service excellenceRequired Skills & Experience:
1. Investment & Capital Markets KnowledgeExpert knowledge of the investment lifecycles of exchange traded and OTC products, including exotic instrumentsExperience implementing and delivering change to leading investment applications (e.G., Calypso, CRD, SimCorp, Bloomberg, Aladdin)2. Business Analysis & Process Improvement3-5 years of business analysis experience supporting investment applications, production support, change initiatives, and transformation programsExpert knowledge of business analysis methodologies and deliverables (requirements elicitation, process modeling, user stories, source-to-target mapping, etc.)Professional certifications in Business Analysis, Change Management, Process Improvement, Quality Assurance, or Project Management considered an assetStrong attention to detail with the ability to understand end-to-end processes3. Data Analysis & Technical ToolsStrong analytical skills with the ability to conduct complex data analysis (SQL, Excel macros)Proficiency with BA and reporting tools (Azure DevOps, Visio, Excel, Power BI)Strong analytical and problem-solving capabilities4. Communication & Stakeholder ManagementExcellent verbal, written, and facilitation skills with stakeholders at all levelsAbility to collaborate effectively across teams and contribute to collective success5. Adaptability & Change LeadershipGrowth mindset with a focus on continuous learning and improvementComfortable navigating ambiguity
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Leading and participating in both Agile and Waterfall projects related to Portfolio Servicing Platform (incl Trade Processing, Pricing/Valuations, Asset Servicing, Derivatives Servicing, Investment Accounting processes) upgrades, enhancements, system integrations, and process improvements that benefit OMERS Capital Markets investment teams, Corporate Finance and Capital Markets FinanceAssisting the Platform Owner in managing the product backlog and roadmap, prioritization of work, and resource allocation on initiatives.Leading business analysis activities for all phases of the project life cycle including requirements elicitation, analysis, testing, training, implementation, and post implementation supportEnsuring that project scope, objectives, deliverables, and timelines are clearly documented and communicatedCollaborating with cross-functional teams to gather and analyze requirements for projects impacting the OMERS Portfolio Servicing Platform (e.G. user stories, business requirements documents, etc.)Designing and developing complex reporting and dashboards (SQL, SSRS, Crystal, Power BI etc.) that deliver insights to investment professionalsDefining and executing business test plans, including performance and integration testsEnsuring change management principles are considered throughout delivery, including the early capture of stakeholder impacts, end-user training, and communicationsPartnering with technology teams to implement system enhancements, upgrades, and patchesDeveloping and maintaining support documentation, including troubleshooting guides and knowledge base articlesAnticipating issues and make recommendations to mitigate risks;
support ad hoc analysisto identify the root cause of issues and resolve issues in a timely manner ensuring minimal disruption to investment teamsProviding recommendations for the improvement of business analysis and project delivery practicesDeveloping relationships among partners by supporting a culture of transparency, collaboration, and service excellenceRequired Skills & Experience:
1. Investment & Capital Markets KnowledgeExpert knowledge of the investment lifecycles of exchange traded and OTC products, including exotic instrumentsExperience implementing and delivering change to leading investment applications (e.G., Calypso, CRD, SimCorp, Bloomberg, Aladdin)2. Business Analysis & Process Improvement3-5 years of business analysis experience supporting investment applications, production support, change initiatives, and transformation programsExpert knowledge of business analysis methodologies and deliverables (requirements elicitation, process modeling, user stories, source-to-target mapping, etc.)Professional certifications in Business Analysis, Change Management, Process Improvement, Quality Assurance, or Project Management considered an assetStrong attention to detail with the ability to understand end-to-end processes3. Data Analysis & Technical ToolsStrong analytical skills with the ability to conduct complex data analysis (SQL, Excel macros)Proficiency with BA and reporting tools (Azure DevOps, Visio, Excel, Power BI)Strong analytical and problem-solving capabilities4. Communication & Stakeholder ManagementExcellent verbal, written, and facilitation skills with stakeholders at all levelsAbility to collaborate effectively across teams and contribute to collective success5. Adaptability & Change LeadershipGrowth mindset with a focus on continuous learning and improvementComfortable navigating ambiguity
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