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About the Role

The Investment Resource Group is seeking an entrepreneurial and process-oriented individual passionate about process innovation and continuous improvement to play a central role in transforming the group through automation. This role will partner with business subject-matter experts and technology teams to improve efficiency, strengthen controls, reduce operational risk, and deliver scalable solutions for manual, repetitive, and operationally intensive processes.

Responsibilities

Partner with business subject-matter experts to understand current-state processes and identify, assess, and prioritize automation and process-improvement opportunities.
Translate business objectives and operational challenges into clearly defined requirements, scope, solution approaches, and implementation plans.
Analyze current-state processes, business rules, controls, data flows, and dependencies; define scope; and translate findings into improved future-state processes and user stories.
Design, develop, and implement automation solutions using technologies such as Microsoft Fabric, Power Automate, Power Apps, Power BI, Microsoft Copilot, and Python.
Collaborate with business users and technical teams throughout design, development, testing, and implementation.
Define and execute appropriate testing and validation approaches.
Document business requirements, process flows, solution designs, controls, testing outcomes, and implemented solutions.
Support existing and newly implemented automation solutions by investigating production issues and coordinating resolutions.
Champion the Automation Factory framework and ensure solutions are developed, tested, deployed, and supported in a controlled, sustainable, and well-governed manner.
Gather stakeholder feedback and identify opportunities to improve automation solutions, development practices, governance frameworks, and user experience.
Educate business users on automation capabilities, use cases, and best practices.
Build strong relationships with business, Information Systems, Operational Risk, and other key stakeholders, and collaborate across global teams to promote standardized and scalable approaches to automation.

Requirements

An undergraduate degree in Computer Science, Engineering, Mathematics, Business Administration, or a related field.
Experience within investment operations, trade support, or a comparable financial-services environment, with a strong understanding of operational processes, business logic, and control requirements.
Ability to quickly learn complex investment and operational processes, identify critical dependencies, risks, and gaps, and translate business needs into clear requirements and practical solutions.
Proven capability in requirements discovery, process analysis, process mapping, and future-state process design.
Strong analytical and problem-solving capabilities.
Strong understanding of software-development methodologies and the end-to-end solution lifecycle.
Ability to define appropriate solution scope, translate business requirements into reliable technical logic, and design scalable, maintainable, and well-controlled solutions.
Strong testing, debugging, documentation, and production-support disciplines.
A proactive, self-starting, and results-oriented approach.
A flexible and adaptable mindset.
A strong growth mindset, with curiosity, openness to new ideas and approaches, and a demonstrated commitment to continuously developing capabilities.

Skills

Microsoft Fabric
Power Automate
Power Apps
Power BI
Microsoft Copilot
Python
Workflow automation
APIs
Structured data
Data architecture
Data ingestion
Data transformation
Data modelling
Reporting
Microsoft Excel
Power Query
VBA
Process analysis
Process mapping
Future-state process design
Requirements discovery
Software-development methodologies
Solution lifecycle management
Testing
Debugging
Documentation
Production support
Communication skills
Presentation skills

Location

Canada

Work Type

Hybrid

Experience Level

Mid-level

Education Level

Undergraduate degree

Salary/Compensations

$80,000-$105,000
Annual performance bonus

About the Company

CC&L Financial Group is one of Canada’s top-performing asset managers.
The Investment Resource Group is a diverse and dynamic team committed to providing strong infrastructure and services and creating winning conditions for clients, affiliates, and employees.
We are committed to expanding our automation capabilities.

Equal Opportunity

We are committed to providing an inclusive, accessible recruitment and selection process.
We welcome and encourage applications from people with disabilities.
Accommodations are available on request for candidates taking part in all aspects of the recruitment and selection process.
AI may be used to support certain stages of our screening & recruitment process. These tools support, but do not replace, human judgment and decision-making.