Business Consultant to support improvements to trading workflows, operational processes, and data integration - 100412

Business Consultant to support improvements to trading workflows, operational processes, and data integration - 100412

Duration: 12 months (possibility to extend)

Work Location: Downtown Toronto / Montreal - Hybrid

Work Schedule: Monday to Friday, 9 a.m. - 5 p.m. / 37.5/ week

Line of Business: Office of the COO

What does the LOB do: Manages trading workflows, investment processes, data integration, and supports business transformation initiatives across front, mid, and back-office systems. The team is heavily involved in onboarding new instruments, coordinating cross-functional change, and modernizing technology infrastructure.

Selling points of the positions:

• High-impact transformation role within Trading & Investments.
• Direct succession planning potential for long‑tenured SME.
• Opportunity to shape future architecture and workflows.
• Visibility with leadership + cross-functional influence.
• Exposure to a wide suite of institutional trading platforms.

Job Description:

This role serves as a critical extension of existing SMEs, providing hands‑on leadership across change initiatives, day‑to‑day operational troubleshooting, and future‑state design. The role directly supports strategic transformation, succession planning, and long‑term capacity building for the operating team.

This position aligns closely with the expectations of Investment Management Operational Excellence competency framework - particularly in trading lifecycle expertise, process optimization, cross‑bank collaboration, and solution delivery excellence

What You’ll Be Doing

• Lead business analysis and solution design for a variety of initiatives that support improvements to trading workflows, operational processes, and data integrations.
• Coordinate change activities across multiple teams, ensuring stakeholders are engaged at the right time and that new requests, enhancements, or issues progress smoothly through to completion.
• Support the onboarding of new products, processes, or system capabilities, helping ensure downstream teams and applications are prepared and aligned.
• Serve as a central point of contact for day‑to‑day operational inquiries, cross-functional questions, and upcoming initiatives that impact trading or investment operations.
• Assess current processes and identify opportunities for optimization, simplification, or automation in alignment with broader operational excellence goals.
• Collaborate with business, technology, operations, and external partners to ensure initiatives are well‑coordinated and delivered effectively.
• Communicate impacts and updates clearly to stakeholders, helping manage expectations and ensure smooth transitions during change.
• Contribute to long‑term transformation efforts, supporting the evolution of systems, data flows, and team operating models.
• Provide subject matter guidance by leveraging your understanding of investment operations and the trade lifecycle to help drive informed decisions.

Must Have Requirement:

• Experience in designing solutions across complex financial systems - 5+ years
• Experience leading change request management, workflow optimization, and operational improvements - 5+ years
• Ability to function as - BA + PM + QA + SME hybrid, depending on project needs
• Knowledge of institutional trade lifecycle processes and data integration patterns across front , middle , and back office environments.
• Experience with Bloomberg trading systems - 2+ years
• Strong understanding of operational dependencies across custody, reporting, accounting, investment controls, and risk.

Nice to Have:

• ThinkFolio, Cashman, Eagle/SS&C, OMGEO CTM, TMS, or comparable platform experience is an asset.
• Knowledge of SS&C ecosystem, Eagle, or similar data warehouse solutions.
• Experience with process automation tools (e.g., VBA, Python, Alteryx).
• Banking experience
• Exposure to regulatory change, institutional client onboarding, or operational excellence frameworks.