They support the client facing staff with their client data, client analytic and regulatory risk reporting. As an Analyst in Cross Business Structuring, you will ensure the accuracy of client information by leveraging public and private information, in addition to 3rd party data sources across client’s Capital Markets product groups. Associates play a critical role in managing junior professionals, with responsibilities such as: performing client research; reviewing trading activity; interacting with clients in regards to regulatory compliance matters; and performing other tasks supporting client data and analytics.
RESPONSIBILITIES INCLUDE (but are not limited to):
A. Front Office Support
Validate client information through rigorous sourcing and analysis of information from internal and external data sources, including 3rd party and regulatory websites and databases
Use of critical thought to analyze client information for reasonability
Contribute to continuous process improvement initiatives within the group to increase accuracy and productivity
Assist in building an ongoing client information maintenance practice
Support client facing professionals by providing a variety of administrative and analytical tasks as assigned and with minimal supervision, such as regulatory compliance, client revenue reporting, maintenance of contacts database, and the tracking and update of periodic trading or sales metrics
Assist senior staff in the research and resolution of administrative/operational issues
Maintain a proactive, client service focus in order to meet the needs of client facing staff
Respond to inquiries relating to client reporting, regulatory, and data quality
B. Project Work
Enterprise wide client data project where they will be working with all the trading floor clients.
Assist senior staff on managing major project deliverables
Participate in key working groups
Create and maintain internal team documentation related to project work streams
Advisory: Under guidance, this role provides suggestions and information based on assigned tasks
Information Access: Authority to use and access confidential information related to client, product and financial information
Veto: Authority to stop something from happening because of significant compliance and risk exposure
TOP SKILLS / EXPERIENCE:
3-5 years of industry related experience within Capital Markets
They must have broad knowledge/understanding of capital markets products
General knowledge of financial strategy / accounting / capital markets principles and analysis
General knowledge of business information products (e.g. Factiva, Bloomberg, Cap IQ)
General understanding of Knowledge Management and Principles- (This is where people need to understand how to deal with large data sets)
Intermediate Excel: pivot table, V-LOOKUP
Excellent research and analytical skills.
NICE TO HAVE SKILLS/EXPERIENCE:
If they have a MBA, CFA,CA
Excellent written and oral communication skills.
Ability to attentively review, assess and provide detailed information daily on multiple projects in an
Strong interpersonal skills used within a demanding team environment.
Ability to be creative, insightful and resourceful in performance of duties
Ability to work both collaboratively and independently in a face-paced environment;
Detail and results orientated
High level of integrity and strong work ethic
An undergraduate degree with outstanding academic achievement;
Specific academic coursework in finance, economics, or accounting with outstanding academic achievement
Masters Degree, MBA / CFA / CA beneficial but not required.
Please send resumes to:G.Balasubramaniam@maxsys.ca
|Application Deadline||May 30, 2017|
|Experience Required||4 years|
|Job Duration||1 year|