Investment Applications Senior Financial Analyst

Location: Hybrid - Toronto (University Ave)

Empire life is looking to hire an Investment Applications Senior Financial Analyst to join our Investment Finance team!

Why pursue this opportunity

The role - this is a new position and your chance to join a growing team, while being provided the opportunity to make an impact.

Play an integral role - this is an opportunity that allows for you to grow your skills, while directly contributing to the business unit you are a part of.

Diversity, equity, and inclusion - we are committed to creating a diverse, equitable, and inclusive workplace and welcome candidates who share this commitment.

What you’ll be working on

• Support end-users of the Company’s investment systems, ensuring efficient implementation and fulfillment of business requirements and system functionality.
• Communicate effectively with IT, business teams, and external vendors to articulate required system changes and participate in any implementations of those changes.
• Provide innovative thinking on how data management, reporting, analytics and processing automation can support the portfolio management goals in an efficient and effective manner
• Serve as a liaison between Investment Administration and IT, ensuring clear task delegation, proper documentation, and monitoring of service levels to meet business requirements and timelines.
• Responsible for ensuring the investment systems are refreshed and available for use within required timelines each day. This includes the Order Management System (“OMS”).
• Contribute to projects in Investment Administration, including system upgrades, new portfolio launches, process automation, and adoption of accounting standards.
• Assist in resolving investment system issues, coordinating with vendors and IT for timely solutions.
• Analyze and resolve data inconsistencies across investment system datasets (e.g., performance, administration, and order management systems).
• Contribute to the design and execution of scalable analytics to query, transform, and analyze large investment datasets.
• Ensure designs use reusable components and align with business requirements for future scalability.
• Take part in scope assessment, risk and cost analysis for internal projects assigned
• Create and maintain procedural documentation to ensure staff understands system components and can perform operational tasks.
• Participates in the provision of on-going guidance, training and support to end users
• Contributes to the identification, development and implementation of process improvements within the Investment Finance department, including automation opportunities
• Provides back-up support for other investment administrators/employees
• Coordinate and produce regular reports for the Board, senior management, and stakeholders, ensuring accuracy and relevance, and create reports for portfolio managers and traders as needed.
• Manage system-based reports, including inventory tracking, development, testing, and maintenance based on business requirements.
• Assists the Chief Investment Officer and portfolio management team in special projects, as directed by the Vice-President, Investment Finance
• Participates in other Finance and Corporate initiatives, as directed

What we’re looking for you to have

• Completion of a university degree in a quantitative discipline such as business, finance, economics, engineering, statistics, information systems, or mathematics
• 4+ years work experience, preferably in the asset/wealth/portfolio management, insurance or financial services industries
• Direct work experience supporting investment and/or financial systems platforms
• Direct work experience in an investment administration role/function is an asset
• CPA designation and/or CFA designation and/or post-graduate degree are assets
• Canadian Securities course or equivalent are assets
• An in-depth understanding of data modeling techniques and relational databases are assets
• Knowledge and experience in query languages (SQL) and/or ETL tools are assets
• Knowledge of trade order management and investment administration systems is required. Experience and familiarity with SS&C Technologies Inc. Portia and EZE order management system are assets
• Knowledge of Bloomberg terminals and services, including Bloomberg Port Enterprise
• Knowledge of investments - including but not limited to exchange-traded and over-the-counter securities, derivatives, mortgages and loans
• Knowledge of word processing, spreadsheet, database, and presentation computer software
• Ability to conduct research, investigate and analyze
• Ability to work effectively both independently and in team environments
• Well-developed analytical, evaluation, problem resolution, and decision-making skills
• Well-developed mathematical skills
• Well-developed conflict resolution skills; ability to negotiate solutions
• If you are applying for a position which is open to applicants across Canada, unless otherwise indicated in the position, language proficiency in English is required for communicating with customers, advisors, or employees across Canada.

Beyond the salary

For regular full-time positions, Empire Life offers a comprehensive total rewards package that includes:

• Competitive salaries with annual pay increases
• Annual bonus program, which recognizes both strong company performance and individual contributions, for non sales positions
• Competitive uncapped commission, for sales positions
• A comprehensive employer-funded benefits package starting from day one of employment, that includes life insurance, disability, health and dental and a generous health account
• Flexible work arrangements and an annual allotment of personal health days.
• Four weeks annual vacation from hire date
• A defined contribution pension plan with generous employer matching
• Top up programs for parental leave and compassionate leave
• Employer-sponsored wellness and recognition programs
• A cash employee referral program

To learn more about working at Empire Life, visit .

Get to know us

Empire life is proud to be an equal opportunity employer. We celebrate diversity, are committed to creating an inclusive environment, and welcome everyone to participate in our application process. We encourage those of all backgrounds and experiences to apply, even if you don't believe you meet each unique qualification outlined. Applicants will receive equal consideration without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, or age.

Empire Life welcomes applications from people with disabilities and disabled people. Accommodations are available upon request for candidates taking part in all aspects of the screening and selection process. If you need this job posting in an alternative format or have any accessibility questions, please contact .