Job Description

Story Behind the Need:

• Business group: GBM Onboarding - Static Data Group
• Project: Tax Module - solution analysis to implementation stages: Validation and reconciliation of data from ACBS to Tax module, and LIQ to Tax module, when possible; Meet up challenges (unseen) on post GOLIVE of newly developing Tax module; Testing of different reports (Detail, Upload, Master deal agented, etc) from the perspective of static data; also will be assisting with BAU.

Candidate Value Proposition:

• The successful candidate will have the opportunity to gain exposure to system migrations and data validations, and exposure to actioning smooth transitions from a legacy system to a more robust system; within the Static Data Group will be actioning static data tasks through this time.

Typical Day in Role:

• Work with LIQ project team to validate Data Migration from ACBS to LIQ system.
• Identify gaps within static fields on a large spread sheet, extract provided by LIQ project team.
• Investigate ACBS to understand static info and confirm Data Integrity in order to input in LIQ system.
• Conduct UAT testing as required for the GO LIVE of system migration.
• Involve with project related work as when required by the manager.
• Work with the Manager to resolve highly complex, multi-faceted problems to meet the business needs of GWO, Front Office and Middle Office with a specific focus on creating measurable/qualitative improvements relating to static data setup for counterparties.
• Delivery client experience and data accuracy for all counterparties across different source systems maintained by GWS Static Data that is continuously growing.
• Assist to stich income amount both from ACBS and LIQ for filing IRS Tax report for the year 2021.
• Maintain Tax Module for maintenances of IRS tax static data for Loan Syndication customers.
• Reconciliate tax fields required between ACBS and Tax Module
• Liaise with existing counterparty set-up operations groups, GWO, Front Office and GCMD to clarify data errors / inconsistencies
• Contact with other departments for counterparty related issues and champion continuous improvement initiatives that support the optimal function for the businesses that we support.
• Performing new lender/borrower set up and static data validation and maintenance.
• Perform customer setup maintenances and verify/mapping/capture pertinent information to the related sub-systems.
• Document standard operating procedures (SOPs) to maintain the standard set of rules.
• Contribute/participate in user acceptance testing activities for ongoing system enhancements or implementation of new systems
• Contribute to the protection of the Bank from exposure to loss by ensuring compliance with Bank policies/procedures and regulatory requirement.
• Review daily email request from the business lines and liaise with technology and other departments for improvements in the process
• Perform any other duties as needed to support the desk smoothly as per need of Manager/Higher management.
• Able to perform overtime as needed within short notices or as per need of the desk.

Candidate Requirements/Must Have Skills:

• 1+ years' experience as a Business and/or Data Analyst, preferably within banking
• 1+ years' demonstrated working experience with ACBS and/or Loan IQ or equivalent lending systems (LoanIQ is preferable)
• Demonstrated expert Excel skills (vLookups, data comparison, macros) and overall good MS Office skills

Nice-To-Have Skills:

• Background in accounting
• Experience with IRS taxes
• Project experience - data migration, developing new modules and producing reports for a new system, static data
• Data migration experience within Canadian Banking

Additional notes:

• Ideal if they can demonstrate understanding between fees and interest for example

Soft Skills Required:

• Team player
• Eager to learn
• Can take ownership
• Strong communication skills
• Strong analytical skills

Education:

• Post-secondary degree - preferably in business or equivalent

Candidate Review & Selection:

• 1-2 rounds of video MS Team Interviews
• Hiring Manager's availability to interview: ASAP

Job Details

9722

Contract

11 Months

Toronto