SUBJECT MATERIAL EXP....
SUBJECT MATERIAL EXPERT PERE
Posted on :
02-03-2024
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1 Vacancy
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Jobs by Experience
5years
Monthly Salary
Not Disclosed
Salary Not Disclosed
Vacancy
1 Vacancy
Posted on :
02-03-2024
Job Description
Req ID : 2584466
SUBJECT MATERIAL EXPERT PERE
Provide high quality service through the management of daytoday 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 with RBC I&TS.
Responsibilities:
- Actively participate in the planning and implementation of special internal and external projects for PCS
- Draft analysis BRD plan implement and followup 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 work flow processes and procedures on an ongoing basis ensuring maximum efficiency and quality within the PCS department
- Perform technical trainings for PCS or other teams closely collaborating with PCS teams if required
- Review and comment private placement memorandums and Op Memo
- Build fund fact sheet and review fund documentation
- Perform setup 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
- Update operational procedures/checklists. Perform training and handover to Ops Lux/KL teams before go live
- 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.
Experience and skills:
Musthave
- Postsecondary 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 Transfer Agency
- 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
Nicetohave
- Specific knowledge: SARA Framework Multifonds Milvus Efront is an asset project management or
- BA certification
- Knowledge of SQL VBA Access
If you are interested in this opportunity please contact us at or by phone at.
SUBJECT MATERIAL EXPERT PERE 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 with RBC I&TS. Responsibilities: 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 work flow, processes and procedures on an ongoing basis, ensuring maximum efficiency and quality within the PCS department Perform technical trainings for PCS or other teams closely collaborating with PCS teams if required 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 Update operational procedures/checklists. Perform training and handover to Ops Lux/KL teams before go live 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. Experience and skills: 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 Transfer Agency 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 Nice-to-have Specific knowledge: SARA, Framework, Multifonds, Milvus, Efront is an asset, project management or BA certification Knowledge of SQL, VBA, Access If you are interested in this opportunity, please contact us at or by phone at .
Employment Type
Full Time
Key Skills
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