Operations Technical Analyst

Operations Technical Analyst

• 2402430

At Raymond James, we develop, collaborate, decide, deliver, and improve together.

Raymond James Ltd. is Canada’s leading independent investment dealer offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

How does the role impact the organization?

This role will require work with all functional areas of the Operations department to evaluate and implement process improvements and automation, provide business insights using data analytics and dashboards, and assist with budget, financials, and trade analysis. The Analyst will formulate and implement technical solutions to strategic and business objectives utilizing internally approved applications. The Analyst will be working daily with our book of record (Dataphile) and data warehouse, whether it is to create automation via access to data, scripting and macros, or to provide business insights through PowerBI dashboards. The role requires documentation to be created for all process changes and training to be provided to end users when a process improvement is deployed.

The Analyst will play a key role in our yearly budget process, leading to create two budgets along with presentations, then review and analyze variances to actuals throughout the year. The Technical Analyst will also be responsible for providing back-up support to our Operations business analysts and will be responsible for key performance measures data synthesis and our monthly trade analysis reporting.

What will your role be responsible for?

• Prepare the yearly data processing budget and update, analyze, and perform variance analysis on actuals;
• Pull information from the new data warehouse using SQL queries and build PowerBI dashboards/business insights which automatically refresh;
• Develop technical solutions utilizing Microsoft suite and approved IT tools to create process improvements and automation in Operations following lean methodology;
• Utilize technical knowledge, analytical skills, and creative thinking to make recommendations for technology solutions to efficiency issues;
• Translate data into valuable insights which are actionable and lead to business decisions, reduced costs, and improved operational efficiencies;
• Ability to write use-cases for potential improvements and successfully implement the solution;
• Work with and provide mentorship to business analysts specialists to review Operations processes and identify opportunities for improvement and implement these changes;
• Create and maintain documentation supporting process improvements implemented and dashboards deployed;
• Prepare the monthly trade analysis and key performance measures tracker and make recommendations on how to improve these;
• Back-up/provide coverage for operations business analyst functions as required;
• Interests in discovering the potential to use technology and innovation within Operations.

What can you expect from us?

Our most important investment is in people. Upon eligibility, Raymond James Ltd offers flexible workstyles, a competitive compensation and benefits package including Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement, and many more! We also support internal promotion and community involvement.

What do we expect from you?

To qualify for this opportunity you possess:

• Keen interest in applying technology for innovation of processes and providing business insights;
• Ability to work with multiple departments and independently manage work priorities;
• Able to prioritize work and see internal projects through to completion including documentation;
• Desire to work in a team environment and provide mentorship to others on technical skills;
• Strong presentation and writing skills;
• Detail and analytically-oriented with the ability to see the bigger picture;
• Reliable and dependable.

Educational/Previous Experience Requirements

• A bachelor’s degree in a related field is required (e.g., Commerce, Finance, Accounting, Data Sciences, etc.);
• Excellent SQL, Excel/VBA/keyboard macros, PowerQuery, and PowerBI/PowerBI server and DAX skills;
• Great data analysis skills including building complex queries and dashboards;
• Demonstrated capabilities and experience with data cleansing, modeling, and analytics;
• Accounting knowledge to create budgets, variance analysis, and for monthly trade reporting;
• Proficiency in business process concepts (e.g., work flow diagrams/process mapping techniques, documentation of processes) and lean methodology;
• Subject matter expertise in the Operations function of a financial services organization is an asset;
• Dataphile and Sharepoint experience is an asset but not required.

We encourage our associates at all levels to:

• Grow professionally and inspire others to do the same;
• Work with and through others to achieve desired outcomes;
• Make prompt, pragmatic choices and act with the client in mind;
• Take ownership and hold themselves and others accountable for delivering results that matter;
• Contribute to the continuous evolution of the firm.

At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients, and communities thrive; it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.

Salary Range: BC (based on Education, Work Experience, etc) $70,000-$90,000 in addition to competitive performance bonuses/incentives.