Job Number: J0626-0130
Category: Recordkeeping
Employment Type: Full Time
City: Toronto
Posting Date: August 10, 2026
Closing Date: August 24, 2026
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
The Senior Recordkeeping Operations Analyst supports project-based initiatives across training, technology, and operational controls, focusing on continuous improvement and process efficiency.
Responsibilities
- Analyze system changes and defect fixes from CIBC Mellon’s technology vendor; develop and execute targeted test plans to validate system functionality.
- Coordinate User Acceptance Testing for system changes and projects, ensuring all business units and subject matter experts are informed and engaged
- Serve as an escalation point for UAT issues within Recordkeeping
- Collaborate with Recordkeeping leaders to assess and address impacts to policies and procedures, implementing necessary adjustments.
- Actively engage in project working groups to drive workflow and procedural enhancements.
- Support the onboarding process for new business conversions by identifying and developing learning and development requirements.
- Develop and maintain standard operating procedures for both existing and new processes.
- Proactively monitor and ensure team members have access to current training and reference materials, updating resources as needed.
- Initiate and implement process improvement projects to enhance efficiency and strengthen operational controls within Recordkeeping.
- Define and document business requirements, and analyze workflows for business initiatives.
- Maintain comprehensive project documentation, tracking and resolving issues throughout the project lifecycle.
Qualifications
- Post secondary education or equivalent work experience with a focus on business, finance or accounting
- 3-5 years of progressive experience
- Completion of Canadian Securities or IFIC Operations Course an asset
- Proficient with Microsoft Office
- Excellent written and verbal communication skills
- Ability to track and prioritize multiple deadlines
- Project management experience is an asset
- UAT testing experience is an asset
CIBC Mellon's Values
Get it Right Every Day: Deliver service excellence while always acting with the highest ethical standards
Put Clients at the Centre: Advocate for clients by listening, sharing knowledge, and bringing the right solutions forward
Be One Family: Challenge, empower and recognize your colleagues
Take Ownership: Speak up, speak out, and make things better
Job Specific Competencies
- The salary band for this position ranges between $70,000 - $110,000.
- Individual pay is determined by factors such as job-related skills, market conditions, relevant experience, education, training, and internal equity.
- Please note, our recruitment process may include the use of AI-assisted tools.
- This posting is for an existing vacancy.
CIBC Mellon is committed to taking all reasonable steps to accommodate the needs of all individuals. Should you require any accommodations during the recruitment and selection process, please speak with your Recruitment Consultant.
