Job Description

Data Conversion Manager

Current work authorization for Canada is required for all openings.

You will be working on a hybrid working model as part of Fidelitys dynamic working arrangement.

Who We Are

At Fidelity weve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and were constantly seeking to find new and better ways to help our clients. As a privately owned company we boldly embrace innovation in all areas as we continue to grow our business into the future.

Working with us means youll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. Youll have a wide range of opportunities to grow and develop your career in an inclusive environment where youll feel valued and supported to be your best - both personally and professionally.

Business Overview

Fidelity Clearing Canada (FCC) is the leading independent clearing broker and custodian in the Canadian market. We provide trade execution clearing custody and back-office support services to Canadian-based brokerage firms and the Canadian brokerage arms of U.S.-based firms.

For more information about Fidelity Clearing Canada please visit Opportunity

The Technical Conversion Manager FCC is responsible for the technical data components of implementing new clients to FCC. This includes developing enhancing and maintaining conversion utilities (internal) for a bulk data conversion and understanding the functionality of external conversion utilities utilized by the books & records addition this role is responsible for data loading scripting and mining as well as maintaining accurate data mapping.

What You Will Do

• Bulk and ad-hoc data loading scripting data mining using house conversion tools
• Handle large sets of data cleaning and manipulation of upwards from 100000 to millions or records
• Working closely with the books & records provider to complete configuration for Dataphile to Dataphile data replication and conversions
• Responsible for delivering clear requirements for data modification requests and conversion script selections
• Completing data analysis on the incoming client account position security and transaction records
• Creating and maintaining conversion utilities for managing aspects of client data
• Handling the post-conversion sweep process ensuring adherence to FCC transaction code standards
• Maintaining conversion data mapping performing necessary QA and version control
• Consulting with external stakeholders for agreement and approval on all configuration and mapping.
• Other duties as required

What Were Looking For:

• 3 years working experience within the brokerage industry preferred
• Completion of a post-secondary education or equivalent work experience
• Advanced Excel skills in using Excel functions conditional formatting pivot tables charting and Power Query (M Language). Knowledge of VBA & Macros is nice to have.
• Relevant experience with Python and its data processing libraries and packages
• Relevant experience working with flat files/text database and ETL. Experience with Regular Expressions is an asset.
• SQL knowledge with relevant experience working with SQLite and MySQL/MariaDB
• Experience with MS SQL Server and Oracle database is an asset
• Knowledge or relevant experience with Broadridge Dataphile OSS/ISM or other stock brokerage accounting systems understanding of brokerage operations is an asset
• Experience using JIRA Confluence Bitbucket (GIT) is preferred
• Experience with data analytics automation using Power Automate screen scraping web scraping is an asset
• Completion of Canadian Securities Course is an asset

The Expertise You Bring:

• Strong foundation in programming logic and skill in handling large datasets
• Solid understanding of the Canadian brokerage industry in both the retail and institutional segments
• Ability to analyze technical requirements and documentation
• Ability to work with cross-functional teams
• High attention to detail
• Strong analytical & organizational skills
• Outstanding verbal and written communication skills

Fidelity Canada is an equal opportunity employer

Fidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race color religion sex sexual orientation gender identity or expression national or ethnic origin age disability family status protected veterans status Aboriginal/Native American status or any other legally-protected ground.

Accommodation during the application process

Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation please email us at

By applying to this job you are consenting to receive an automated acknowledgement of your application.

• Some of the ways well help you feel valued and supported as part of our team:

  Flexible working arrangements - 100% remote hybrid and in office options Competitive total compensation including company contributions to your group RRSP without a matching requirement from you Comprehensive health benefits that start on your first day with 100% employer-paid premiums that include up to $5000 annually for mental health services and therapy.

  We care a lot about fostering a compassionate people-centric culture and are proud to have been named one of Canadas Top 100 employers for the last five years.

  • Parental leave top-up to 100% of your salary for a period of 25 weeks.

  • Up to $650 for home office equipment.

  • Generous time off policy including 2 paid days annually to volunteer at a charity of your choice.

  • Diversity and inclusion programs including an active network of Employee Resource Groups.

  • Extensive professional development opportunities including access to over 11000 training and development courses tuition reimbursement and monetary rewards for completing a required designation.

Fidelity Canada is an equal opportunity employer

Fidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race color religion sex sexual orientation gender identity or expression national or ethnic origin age disability family status protected veterans status Aboriginal/Native American status or any other legally-protected ground.

Accommodation during the application process

Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation please email us at .

No telephone inquiries or agencies please. We thank all applicants for their interest please be advised that only those selected for an interview will be contacted.

Why Work at Fidelity

We are proud to be recipients of the following:

Awards

Canadas Top 100 Employers
o Greater Torontos Top Employers
o Canadas Top Family-Friendly Employers
o Canadas Top Employers for Young People

Great Place To Work Certified
o Best Workplaces for Inclusion
o Best Workplaces for Mental Wellness
o Best Workplaces for Todays Youth
o Best Workplaces for Women
o Best Workplaces in Financial Services & Insurance
o Best Workplaces in Ontario
o Best Workplaces with Most Trusted Executive Teams

LinkedIn Top Companies in Canada

Human Resource Director (HRD) - Best Place To Work
o HRD - 5-Star Benefit Program
o HRD - 5-Star Diversity & Inclusion Employer

Designations
Canadian Compassionate Companies Certified
Benefits Canadas Workplace Benefits Award - Future of Work Strategy
TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting
Canadian HR Reporters Most Innovative HR Team