Personal Finance Advisor developing and maintaining client relationships to offer tailored financial advice. Working with individuals and businesses to achieve financial goals with Desjardins.
About the role
- Reference Data Specialist enabling high‑quality client outcomes in investment operations. Collaborating in a cross‑functional Value Team to enhance service delivery and data standards.
Responsibilities
- Be part of a cross‑functional, highly collaborative Value Team, working end‑to‑end on client and service outcomes.
- Create and maintain IOS‑related reference data as part of client onboardings to SimCorp’s Managed Business Services and SC1 standard.
- Define, improve, and maintain standards for IOS data and data loading tools, ensuring consistency and scalability.
- Act as a data quality enabler for other teams, supporting build, test, run, and maintenance of standard solutions.
- Work closely with Managed Business Services and Product Development, contributing to continuous improvement and standardization initiatives.
- Help drive a “standard first” mindset, reducing complexity and increasing efficiency across services.
Requirements
- Extensive expertise in Reference Data, including Parties, Portfolio Structures, Counterparties, SSIs, Collateral Structures.
- Solid experience with data loading tools and Data Format Setups.
- Practical experience from implementation or onboarding projects.
- Understanding of investment operations and SimCorp Dimension.
- Commitment to standardization, best practices, and data quality.
- A transformation mindset.
- Effective collaboration skills and an outcome‑oriented way of working.
Benefits
- Attractive salary and bonus scheme.
- Work & private life balance.
- Tailored approach to professional development.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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