ITAM Data Reporting Analyst

  • Date Posted Nov 22, 2022
  • Location Toronto, ON
  • Job Type Contract
  • Job ID 15392

Integrity, knowledge, imagination, skill, diversity and teamwork, do you hold them all? Do you have ideas and ideals? Are you a great advisor and a coordinator? Are you a versatile self-starter who can adapt quickly to new environments? Then, Apply Now!

Working with one of the top financial clients this role calls for an ITAM Data Reporting Analyst who will be responsible for the monthly, quarterly, bi-annual and annual reporting of Equity Sales & Research interactions and research consumption. This candidate must meet regulatory and client reporting requirements to ensure accurate revenue compensation within the Cash Equities business. The candidate will also participate in continuous improvement efforts as well as participating in various other projects supporting the client’s Equity Sales & Research Teams.

Responsibilities:

  • Liaising with Equity Sales to validate & submit institutional client consumption reports for client’s Sales/Research offerings
  • Building and maintaining strong working relationships with client consumption teams and third-party vendors
  • Understanding dynamic client reporting requirements and effectively executing change to the client’s proprietary reporting tool
  • Managing time-sensitive deadlines with a high level of accuracy to ensure maximum compensation for client’s Sales & Research efforts
  • Spearheading and managing changes with the client’s Technology team and external vendors to ensure ongoing efficiencies and best practices
  • Participating in UAT testing of client’s reporting platform

Desired Skill Set:

  • Experience with Consumption Reporting
  • Familiarity with regulatory requirements, including FINRA, FCA (MiFID II) and IIROC rules
  • Experience with by Consumption Reporting vendors ie, CorpAxe, Commcise,  Dealogic, Bloomberg, etc.
  • Exceptional written and verbal communication skills
  • Self-starter, with the ability to work independently and as a team member
  • Sound judgement and critical thinking skills, including multitasking and prioritizing key reporting dates
  • Strong Excel and MS skills
  • Detail oriented, and strong organizational skills

Nice To Have:

  • Experience with Salesforce reporting 

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