Technical Conversion Manager

Who We Are

At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future.

Working with us means you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best - both personally and professionally.

Business Overview

Fidelity Clearing Canada (FCC) is the leading independent clearing broker and custodian in the Canadian market. We provide trade execution, clearing, custody and back-office support services to Canadian-based brokerage firms and the Canadian brokerage arms of U.S.-based firms.

For more information about Fidelity Clearing Canada, please visit https://clearing.fidelity.ca/

The Opportunity

The Technical Conversion Manager, FCC is responsible for the technical data components of implementing new clients to FCC. This includes developing, enhancing, and maintaining conversion utilities (internal) for a bulk data conversion and understanding the functionality of external conversion utilities utilized by the books & records provider. In addition, this role is responsible for data loading, scripting, and mining as well as maintaining accurate data mapping.

What You Will Do

• Bulk and ad-hoc data loading, scripting, data mining using house conversion tools
• Working closely with the books & records provider to complete DRU configuration for Dataphile to Dataphile conversions
• Responsible for delivering clear requirements for on support script selection (DMRs)
• Completing data analysis on the incoming client and account record
• Creating and maintaining conversion utilities for managing aspects of client data
• Handling the post-conversion sweep process, ensuring adherence to FCC transaction code standards
• Maintaining conversion data mapping, performing necessary QA and version control
• Consulting with external stakeholders for agreement and approval on all configuration and mapping.
• Other duties as required

What We’re Looking For:

• 3+ years working experience within the brokerage industry preferred
• Completion of a post-secondary education or equivalent work experience
• Relevant experience with Python
• Relevant experience working with flat files/text database and ETL
• Relevant experience working with SQLite and/or MySQL/MariaDB
• Knowledge or relevant experience with Dataphile, OSS/ISM or other stock brokerage accounting systems, understanding of brokerage operations is an asset
• Experience using JIRA, Confluence, Bitbucket (GIT) is preferred
• Completion of Canadian Securities Course is an asset

The Expertise You Bring:

• Solid understanding of the Canadian brokerage industry in both the retail and institutional segments
• Ability to analyze technical requirements and documentation
• Ability to work with cross-functional teams
• High attention to detail
• Strong analytical & organizational skills
• Outstanding verbal and written communication skills

Why Work at Fidelity?

Awards

• Canada's Top 100 Employers
• Great Place To Work Certified
• LinkedIn Top Companies in Canada
• Human Resource Director (HRD) - Best Place To Work

Designations

• Canadian Compassionate Companies – Certified
• Benefits Canada's Workplace Benefits Award - Future of Work Strategy
• TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting
• Canadian HR Reporter's Most Innovative HR Team