Operationa Change / Transaction Management

What is the opportunity?

Provide high quality service through the management of day-to-day Subject Matter Expert activity and project management in Private Capital Services Operations ("PCS"). As a successful Operational Change SME, you will ensure a superior level of service is maintained at all times, whilst providing all clients with an exceptional experience in all engagements.

What will you do?

- Actively participate in the planning and implementation of special internal and external projects for PCS

- Draft analysis BRD, plan, implement and follow-up of internal projects, review and enhance current processes; implement best practices and new features, automate and standardize where possible

- Establish an environment of continuous improvement that assesses workflow, processes and procedures on an ongoing basis, ensuring maximum efficiency and quality within the PCS department

- Review and comment private placement memorandums and Op Memo

- Build fund fact sheet and review fund documentation

- Perform set-up in RBC systems, and set of specific files such as RBC fees, waterfall, equalization, performance fees

- Design and draft process flows and/or business requirements

- Perform IT development analysis and coordinate with T&O

- Ensure operational readiness with detailed documentation and communication

- Accountable for ongoing satisfaction of clients by ensuring deliverables meet client needs and expectations.

- Ensure that the organizational framework supports the delivery of quality client service and operational excellence.

Must-have

- Post-secondary education with an accounting/finance or business concentration or equivalent experience.

- Minimum 7 years’ experience in Private Capital Services or financial services industry in an operations environment, with an extensive expertise in Transaction Management

- Project management or business analyst experience

- Strong analytical, problem solving skills

- Proven organizational and time management skills

- Good communication skills

- English and French are mandatory, all other languages is an asset

- Risk management and mitigation focus

- Proven organizational and  time management skills

- Track record of developing and implementing innovation and change 

- Technical expertise, ability to understand operating models end to end and business drivers

- Interpersonal and networking skills with a proven track record of dealing with clients, management, colleagues and staff.