COMPANY INFORMATION:

CIBC Mellon is a leading provider of asset servicing solutions to institutional investors in Canada, including multi-currency accounting, fund valuation, and investment information reporting. We are passionate about providing exceptional client service backed by our culture of innovation and success. Our outstanding employee experience will provide you with opportunities to learn and grow professionally while supporting the communities in which you live and work.
We are a diverse and dynamic workplace where employees take an active role in delivering on strategic objectives while advancing their individual career goals. We encourage innovative thinking and give our employees the support and resources they need to turn great ideas into actions.
We’re always looking for talented people who can make a meaningful difference for our clients, our company and our communities. To learn more about why our employees love coming to work each day, visit www.cibcmellon.com/experience.

POSITION OVERVIEW:

FX Middle Office is a fast paced, deadline driven area responsible for the capture of essential information used to value mutual funds and separately managed accounts. Department functions include FX pricing, FX, cash projections.
In conjunction with the AVP, the FX Analyst develops, implements and leads all FX related initiatives within CIBC Mellon that impact Custody Tax. The FX Analyst leads and initiates various FX projects and initiatives across internal CIBC Mellon departments and acts as a subject matter expert/internal consultant on FX related issues. Responsibilities include review and update of Compliance and RCSA for the FX PAT team, processes and leads development of procedures.
The FX analyst will also work with management to improve controls, identify opportunities to improve processes, minimize risk and ensure audit standards are always maintained.

QUALIFICATIONS:

• Post-Secondary Education
• 5 years progressive experience in the financial industry, with 2+ in a client-facing role
• Exceptional communication and Interpersonal skills
• Advanced proficiency in Microsoft Office products such as Excel and Access is highly desired
• High attention to detail along with superior problem-solving skills.
• Excellent organizational skills and proven ability to meet tight deadlines.

• Be able to review, design and recommend appropriate operational controls. Focus on streamlining and simplifying operations whenever possible while mitigating operational risk.
• Own the production of accurate monthly KPIs
• Assist the team in responding to complex inquiries from clients, dealers, and advisors (typically the most complex/and or those with a high incidence of reported issues) and ensures the highest level of service by proactively anticipating and resolving associated issues and enquiries
• Along with the supervisor the role is responsible for serving as senior point of contact for top clients
• Creates and maintains a current and accurate knowledge base of assigned clients’ products and services while maintaining the group knowledge base of standard industry operating processes, procedures and practices
• Provides verbal and written responses to clients and representative enquiries, detailing resolution or follow-up actions and conducts research for more complex inquiries as required
• Creates and distributes periodic and ad-hoc advisor reporting which may include FX transactions reporting, Client reporting, Control Reporting and Management reporting
• Leads the investigation and resolution of complex issues, escalations and complaints thoroughly through to satisfactory completion
• Contributes to initiatives and programs by providing process improvement recommendations regarding outstanding service issues, service enhancements, account administration and dealer service activity
• Monitor and track control reporting and ensure that any issues and errors are tracked and monitored
• Act as an expert resource/teacher to the fellow staff and an escalation point in the absence of the supervisor.
• Maintain good morale and foster teamwork within the work unit.

Client Servicing

• Keep current on industry knowledge and participate in client meetings and sales presentations as the CIBC Mellon subject matter expert for FX Middle Office team;
• Works with Client Onboarding Directors and Relationship Managers etc. in an effort to satisfy client needs in a timely manner.
• Respond to client issues and work with internal and external parties to resolve any problems in a timely manner to ensure client satisfaction and adherence to service level standards.

Audit Standards & Risk Control

• Maintains understanding of services and the client’s business profile as it relates to the team’s accountabilities to ensure compliance with regulatory requirements and corporate policies and procedures.
• Minimizes risk and operational losses by adhering to established policies and procedures.
• Provide training, mentorship and leadership in preparation of audit materials, departmental policies and procedures, risk and compliance presentations.

Projects

• Lead department related projects as required.
• Work with other business groups to resolve inter-departmental issues regarding FX system and procedural processes.
• Lead and participate in developing and reviewing group initiatives for FX strategy planning. Lead project and/or development meetings and provide status reviews to AVP and Supervisor.