Business Insights Analyst - Toronto, Canada - TD Bank

TD Bank

Verified Company

Toronto, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

402459BR

Wealth Management

Toronto, ON

March 10, 2023

Company Overview

Department Overview

Reporting to the Manager, Wealth Product Shelf Analysis & Insights, the incoming Senior Analyst will be responsible for delivering timely and actionable insights on investment product and portfolio management trends.

The incumbent will be part of a dedicated team that is committed to developing robust book insights and investment securities monitoring capabilities

Job Description:

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Investment and Product Analysis:

Develop product /investment analysis and insights to support product due diligence, shelf strategy and investment risk management efforts
Develop and automate reports at the firm, advisor and client levels to highlight portfolio trends, risk concentrations and product dynamics.
Proactively research market, industry and investment trends, and regulatory changes to support various product management initiatives and identify sources of potential investment risk
Actively participate in various workstreams with internal partners to understand business objectives, required KPIs and translate them into data collection and data analysis strategies

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Data Science/ Analytics:

Develop a thorough understanding of the databases and systems landscape at TD wealth and support the optimization of data extraction/validation processes
Use advanced analytic tools to develop repeatable and reliable workflows for extracting, compiling and summarizing wealth product/investment data to drive operational efficiency and increase productivity
Participate in projects by analyzing approaches, processes and tools to support the Wealth Shelf Management & Investment Research Teams' data requirements

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Visualization:

Provide data visualization support by employing various techniques to support the business in interpreting data and communicating implications and /or recommendations to the business
Provide data visualization expertise and interpretation of data into meaningful insights or visuals to help facilitate business understanding of outcomes and recommendations
Support the production and enhancement of dashboards, regular and adhoc reports, analysis, and insights to assist datadriven decision making

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Other:

Demonstrate strong initiative, and use strong communication, analytical and problemsolving skills to add value to each initiative, project, or team you are assigned to

Requirements:

Postsecondary degree majoring in Finance, Economics, Computer Science, Mathematics, Engineering, Statistics, Data, or related field an asset
Experience with Alteryx and/or SQL programming
Strong statistical/analytics skills & interest/knowledge of investment management
Excellent verbal & written communication, with ability to work collaboratively and effectively in a team environment
Enrolment in the CFA program is a plus
Experience with VBA, Python, or other programming languages is a plus

Additional Information

LI-POST

Hours

37.5

Inclusiveness

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported.

We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve.

If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.