What Youll Be Doing
Reporting to the Director, CSDM Business Transformation, you will be responsible for executing on Capital Markets client data analysis, business analysis, project support, data remediation and reporting. The candidate will be responsible for executing business analysis activities within a organization in order to advance assigned business initiatives and ensure project success. You will be supporting the broader CSDM group and advocate for our requirements on all projects and initiatives, regulatory and discretionary. The candidate will act as a liaison between project stakeholders by serving as point of contact with respect to subject matter expertise, requirement management process and will actively participate in all phases of a project life cycle. This role requires you to interact with Technology teams and various Front office, Legal, Regulatory Operations and other teams. The objective is to ensure that changes introduced by Regulators, CIBC Enterprise, CIBC Capital Markets businesses, CSDM, and others, are well planned to allow for smooth and successful implementation across stakeholder groups.
How Youll Succeed
Business Analysis - Work closely with Technology Partners and other stakeholders to guide formulation of business requirements and solution discussions to meet project needs. Work in Scrum teams to deliver products using Agile methodologies. Lead the sprint planning, refinement sessions for different work streams, as well as create and assign user stories. Assist CSDM on all assigned change initiatives that are expected to impact the team, including but not limited to project planning, impact assessment, the execution of user acceptance testing (UAT) as well as business acceptance test (BAT), tracking testing results, and communicating back to CSDM stakeholders with regular updates on a timely basis.
Communication, and Change Management - Run walkthroughs with stakeholders (Client Services, Front Office, Legal, Regulatory Operations, Corporate Banking, etc.), collaborate with technology partners and internal operations teams. Act as a subject matter expert for client and account data, client onboarding, and AML/KYC applications and procedures. Evaluate effectiveness of training programs by collecting ongoing feedback regarding procedures, manuals, and job aids. Assist in the delivery of training and communication primarily to CSDM team members on project driven changes.
Relationship Management - Manage relationships with internal CSDM stakeholders, peers in Technology, as well as partners amongst Front Office, Legal, Compliance, and Operations stakeholders. Provide leadership and guidance to team members to ensure their data related mandates are fulfilled. Lead change and implement the required solutions, processes and procedures to ensure effectiveness in, or improve, the client data and reporting function. Support on a regular basis the managers liaison with individuals in the various Lines of Business, at various levels, including senior management, to gather and validate information, document changes, and provide updates on project activities.
Client Data Analytics - Plan and collaborate with a diverse team to create and build flexible, innovative solutions that address client data remediation and future data quality. Work closely with partners to guide formulation of requirements and solution design to meet project needs. Support end-to-end project implementation and act as a subject matter expert in client data and in-scope regulations. Drive to collaborate and support individuals and cross-functional teams to resolve organizational, operational and process problems. Act as an escalation contact for queries and issues from internal stakeholders on remediation activities by providing resolutions to their queries or concerns in a professional and timely manner.
Project Management - Work directly with stakeholders to understand their current and future reporting requirements. Provide input on key performance indicators to assist with team performance and monitoring and build appropriate tools to deliver this information to stakeholders. Support other initiatives and projects as assigned by the Director and Executive Director. Support end-to-end project implementation and act as a subject matter expert in CSDM.
Data and Reporting - Understand the CIBC CM client onboarding process and workflow in order to construct end to end client lifecycle reporting. Document the process and procedures for generating metrics and reporting as needed. Escalate any issues as appropriate to manager in a timely manner. Act as an escalation contact for queries, concerns, and issues from internal stakeholders on project activities by providing resolutions in a professional and timely manner. Quality and quantity of work must align with the expected performance goals and measures.
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1. 4+ years of BA experience ideally within Capital Markets or the financial industry (Client onboarding, Change management and Client Data Analysis)
2. Demonstrated experience in Capital Markets business and product knowledge with regards to the client onboarding lifecycle
3. Must possess technical skills and comfort level working with existing and new technology and software applications - MS Excel (5yrs+)
4. Must have a degree/diploma preferable within business, finance, data analytics, math, statistics or operations research.
· Familiarity with institutional investment clients and large corporations.
· SQL
· SharePoint
· ADO
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.