Position Id
Toronto ON
Job Type
Contract Full-Time


The Client Data Management & Strategy (CDM&S) group is responsible for driving the overall Capital Markets (CM) client data strategy, supporting daily client lifecycle operations, providing data management expertise, and managing the data governance framework across Capital Markets.

Reporting to the VP Operations - Client Data Management & Strategy, the Analyst role is a key part of the Operations team that manages Capital Markets client reference data. This role will primarily be responsible for managing and supporting daily operational processes. This will include maintaining client reference data, managing data quality exceptions and reports, and interfacing and collaborating with internal Capital Markets operations teams. There will also be opportunities to participate in project work and execute User Acceptance Testing.

Key Accountabilities

  • Support the daily operational processes and lifecycle management of client reference data for Capital Markets
  • Ensure data content is fit for purpose and meets the data quality requirements of business consumers
  • Support data quality exception reporting and data remediation efforts for client reference data
  • Provide data analysis to support daily operations and enterprise initiatives
  • Interface with internal business groups and external vendors as they relate to client data management
  • Provide end user support to client reference data business consumers
  • Leverage internal and third-party reference data sources to research, validate and enrich client records
  • Recommend process and efficiency improvements based on analysis
  • Ensure adherence to privacy and confidentiality requirements (legal, compliance and operational risk)
  • Execute User Acceptance Testing
  • Support the capture, measure, and reporting of metrics on the dimension of data quality that support defined business objectives
  • Authorities
  • Responsible for integrity, quality, and completeness of client reference data
  • Make recommendations to improve data management processes and controls
  • Investigate non-compliance to data standards and systemic issues
  • Escalate data quality issues to senior team members to define action plan to resolve

Scope & Impact

  • Client Onboarding
  • Central New Accounts
  • Tax Operations
  • Front Office groups
  • Enterprise Data Governance

Must have:

  • Completion of an applicable university degree and/or relevant professional designation
  • 2+ years of data management experience in a similar operational role within the financial services industry (Client Onboarding, KYC/AML, Middle/Back Office Operations, or Trading Support role)
  • Experience with Fenergo (or similar, data lifecycle management application)
  • Basic understanding of data management practices (data profiling, matching, cleansing, mastering, and exception management)
  • Experience with data analysis and reference data reconciliation/remediation
  • Demonstrated experience in analyzing and manipulating data sets
  • Intermediate Excel skills - (pivot tables, VLOOKUP, functions, conditional formatting, tables, charting)

Soft Skills:

  • Strong troubleshooting, analysis and problem-solving skills
  • Proven ability to collaborate and build strong relationships with colleagues across Capital Markets
  • Familiarity with data management tools/technologies preferred, but not required
  • Strong communication skills – written and verbal
  • Ability to maintain strong attention to detail while meeting deadlines
  • Strong team player who works collaboratively, demonstrates initiative, is proactive, and client-focused
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