Portfolio Analyst managing client service programs in healthcare with financial data analysis and contract management. Fostering collaboration with various operational teams within a hybrid work environment.
About the role
- IFRS 9 Analyst supporting credit unions on Central 1's IFRS 9 National Reporting & Analytics Platform. Collaborating with clients for onboarding, support, and quality assurance processes.
Responsibilities
- Respond to client inquiries through ticketing/email/phone within agreed timelines; gather details, triage, and communicate resolution steps
- Support onboarding/implementations: data intake checks, mapping validation, user guidance, and basic training materials
- Answer routine questions on platform outputs (staging, PD/EAD/LGD, scenario/FLI) and perform first-pass investigation on complex inquiries (review inputs, configuration, segment rules, and proofing checks)
- Escalate when needed with a clear summary of findings, evidence, and recommended next steps to support timely resolution and knowledge transfer
- Execute proofing and QA procedures on model outputs and reporting extracts; document results and investigate variances
- Support UAT and production releases: test execution, defect reproduction, re-testing, evidence capture, and release note inputs
- Maintain complete ticket records (reproduction steps, evidence, resolution, approvals where required) and ensure timely closure to support auditability and trend reporting
- Identify data quality issues (completeness, mapping, rule conformance) and support root-cause analysis with internal technical teams
- Use Excel for reconciliations and checks; leverage Python and/or R-code (asset) for repeatable diagnostics and automation
- Update runbooks, operations manuals, and client-facing “how to interpret outputs” guidance
- Identify recurring issues and propose process improvements to reduce client friction and operational risk
Requirements
- 2+ years of experience in client support, operations, analytics, financial systems, or risk/financial reporting (financial services preferred)
- Post-secondary education in business, finance, accounting, economics, math/stats, or related field, or equivalent experience
- Strong Excel skills and comfort working with detailed datasets; experience with ticketing systems and structured troubleshooting
- Working knowledge of IFRS 9 impairment / ECL concepts is an asset (training can be provided)
- Clear written/verbal communication and strong organization in a deadline- and release-driven environment
- Nice to have: Experience with UAT, change management, ITIL incident/problem management, or service desk tools
- Exposure to credit risk concepts (PD/LGD/EAD), model monitoring, or regulatory reporting
Benefits
- Work-life flexibility
- Hybrid work environment
- Variable annual incentive plan
- Generous annual vacation allotment
- Top-notch flexible benefits plan including family building and gender affirmation
- Retirement Plan, matched contributions at 6%
- Access to a learning platform and educational assistance support
- Access to a virtual wellness platform
- Career development opportunities
- Wellness Flex Fund to support personal interest and activities
- Day off to volunteer in your community and other paid time off options
- Corporate discounts *subject to employment agreement
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