Sr BSA with Wealth management

Job Description

  • Contractor
  • Anywhere

We’re Hiring: Sr BSA with Wealth management Trading experience
📍 Location: Toronto, ON Canada
⏳ Job Type: Contract

Mandatory Technical/Functional Skills :
 Advisor and discount brokerage experience – Domestic & International (EQ) Trading, Fidessa, FIX, Foreign Exchange, stock symbols & their identifiers (SEDOL, ISIN etc.).
 Account Positions – Real time position updates, margin calculations, concentration (loan value)
 Account Activity – Real time updates for various transactions – order execution, funds transfers, security transfer in and out, dividends, credit issues (buy in’s and sell out’s)
 Crisis Management – Failover to redundant path, outage processes, mitigating financial and reputational risk to firms
 Data analysis and Data Mapping – Must have good experience working with SQL, Excel
 Broadridge Financial Systems – Brokerage functions. Could be another vendor that is used as a Book of Record
 Investigation, Analysis, Requirements – Pristine documentation for analysis and requirements
 Administrative Tasks – Taking minutes, booking meetings, Sprint Planning Sessions etc.
 AMF – daily stand ups, sprint planning, grooming, sprint 0, Jira User Stories, Confluence, ability to break down stories into one sprint
 Fast Paced Environment – Candidate should be able to work in fast paced environment, as team works with 2 weeks sprint

📩 Interested candidates — please connect or send your profile via LinkedIn message to discuss further. veer.s@siriinfo.com