• Process Execution: You will play a key role in executing a variety of lightly to moderately complex processes designed to ensure client data is both accurate and comprehensive, meeting all regulatory requirements. By analyzing data across specific product types, you will verify that information is correctly captured and consistently maintained across multiple platforms. Your attention to detail and commitment to due diligence will ensure governance standards are upheld before updating systems. You will draw on your understanding of client data to review information, assess its accuracy, and determine the most appropriate actions to ensure our records are complete and reliable.

• Collaboration: You will work closely with your team to deliver exceptional service to both internal and external clients. Your collaborative approach and attention to detail will be essential as you navigate various exception processes, actively engaging with your teammates to understand unique circumstances, determine the best course of action, and identify when escalation is necessary. Your commitment to teamwork ensures that client needs are met with professionalism and care.

• Learning and Development: You embrace opportunities to learn from your colleagues and continuously expand your knowledge, enabling you to master a wide range of processes within the team. Your commitment to personal growth and adaptability empowers you to contribute flexibly across diverse tasks, ensuring you can effectively support all aspects of our operations.

Who You Are

• You have relevant experience. You have 1-2 years of working experience with a good understanding of data analysis and project management. Experience working with Client Lifecycle Management applications such as Fenergo will be a strong asset.

• You have business knowledge. You have working knowledge and experience with Capital Markets products and the data involved with Investment/Asset Managers and Funds.

• You have a strong analytical background. You have an education in finance, mathematics, science, or business, which provides a strong foundation for data analysis.

• You give meaning to data. You have excellent reporting skills using MS Office or other data visualization tools (e.g., Tableau, Alteryx, Power BI) to produce relevant analysis, reports, and data visualizations.

• You have adaptability in a fast-paced environment. You thrive in dynamic settings where priorities shift frequently, demonstrating resilience and agility as you manage multiple tasks and respond to changing demands. Your ability to stay focused, organized, and proactive ensures you consistently deliver high-quality results, even under pressure.

• You act like an owner. You’re self-sufficient, can work with ambiguity and have an analytical mind that allows you to understand issues and question solutions. You’re motivated by accomplishing your goals and delivering your best to make an impact.

• You understand that success is in the details. You notice things that others don't. Your critical thinking skills help to inform your decision making.

• You have strong writing and communication skills. You have the ability to present to an audience and communicate effectively at all levels of the organization. You write well-structured and well-formatted procedures and job aids in English, using clear, plain, and simple language.

• Values matter to you. You bring your real self to work and live our values - trust, teamwork, and accountability.