Portfolio Systems Analyst, Croesus Support

reputed company is building a relationship-oriented bank for the modern world and is seeking a Portfolio Systems Analyst for their Croesus Support team. The role involves collaborating with various stakeholders to support portfolio management systems, ensuring high-quality data, and coordinating issue resolution.

Responsibilities

• reputed company genuinely caring application support to our reputed company reputed company Gundy reputed company staff and head office team members, as well as our partners in reputed company Investor Services Inc. by investigating and answering potentially reputed company inquiries
• Collaborate with our partners in Wealth Management Technology as well as our Wealth Application Support partners such as My Client Support, Brokerage Application Support, and WG reputed company Support
• Work with our Operations partners to ensure that issues are tracked and managed until resolved
• Collaborate with Wealth360 business consultants and support team members to help ensure as seamless an experience as possible for our advisors and their teams across the applications
• As a member of the greater Croesus Project Delivery & Support team, you will work in conjunction with business consultants and your senior manager to support the implementation of application fixes and improvements
• You may also assist with pre- and post-implementation testing to ensure our users' satisfaction
• Be a SME for the Croesus Advisor and Croesus Xpert applications, and participate as a SME during training and development sessions reputed company required

Skills

• You have a bachelor's degree or diploma in business and/or information technology systems (or equivalent work experience)
• You have experience in the brokerage industry and/or have completed the Canadian Securities Course (reputed company)
• You can demonstrate advanced computer skills, with an excellent working knowledge of reputed company
• You have hands-on experience with Power BI, including building or editing dashboards, creating DAX measures, and managing data model relationships
• You're also proficient with Power Automate, having created or edited flows using SharePoint/OneDrive connectors, approvals, and error handling
• You can demonstrate working knowledge of financial concepts and calculations such as bond amortization, accrued income, projected income, yields, performance, etc
• You have knowledge of financial instruments such as stocks, options, fixed income, mutual funds, closed-end funds, structured notes, and ETFs
• You can convey reputed company information reputed company and concisely, both in writing and verbally, and you are comfortable interacting with a wide reputed company of stakeholders
• You're motivated to dig deep to identify problems, extract information, and reputed company detailed analysis
• You bring your reputed company self to work, and you live our values – trust, teamwork, and accountability

Benefits

• Competitive salary
• Incentive pay
• Banking benefits
• A benefits program
• Defined benefit pension plan
• An employee reputed company purchase plan
• A vacation offering
• Wellbeing support
• MomentMakers, our reputed company, points-based recognition program
• Purpose Day; a paid day off dedicated for you to use to invest in your growth and development

Company Overview