Duration: 12 months
Daily Responsibilities:
- Maintain client and account data in Capital Markets front and back-office systems.
- Ensure that all accounts are cross-referenced into the supporting DM repositories
- Support activities in client data and KYC to facilitate onboarding.
- Interact with stakeholders regarding initiatives that relate to E-Comm management
- Maintain client and account-level data in Capital Markets front and back-office systems.
- Manage requests from multiple business areas; understand end-to-end process and trade flows.
- Maintain accuracy across all electronic trading systems for e-Comm set-ups/updates.
- Act as a subject matter expert on Client & Data Management projects
- Use appropriate tools and exception management processes to ensure data quality.
- Work collaboratively with business partners, IT and Client & Data Management alike.
- Strive to proactively seek out efficiencies in processes
- Manage data attributes related to regulatory data initiatives
- Ensure that all accounts/enablement's are cross-referenced into the supporting DM repositories
- Proactively elevate issues as they arise and coordinate with the leadership team to ensure that we can manage expectations
- Engagement with Client & Data Management Globally regarding initiatives that relate to e-Comm management
- Assistance with production of appropriate metrics and root cause analysis
- Review of source system reconciliations – perform root cause analysis
- Review of exception queues - perform root cause analysis
Must-have Skills/Experiences and/or Education, certifications, qualifications, designations:
- Excellent oral and written communication skills.
- Firm understanding of how Capital Markets operates and familiarity with traditional Capital Markets product offerings.
- Previous experience of party data management in trading and settlement systems
- MS Office – Should be highly proficient, primarily in the use of Excel
Nice-to-have Skills/Experience and/or Education, certifications, qualifications, designations:
- Working Knowledge of Bloomberg.
- Working Knowledge of Process change management.
- Working Knowledge of electronic trading platforms.
- Experience working in a data management function within an Investment Bank.
FP Inc. is committed to creating an inclusive environment where all team members and clients feel like they belong. In accordance with the requirements set out in the Employment Standards Act, FP Inc. hereby declares that AI is utilized in the screening process for this position. The hourly compensation range for this role is 30-41/hr we seek applicants with a wide range of abilities, and we provide an accessible candidate experience.
We advocate for you and welcome anyone regardless of race, colour, religion, national origin, sex, physical or mental disability, or age.
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