Business Insights Analyst - Toronto, Canada - TD Bank

TD Bank
TD Bank
Verified Company
Toronto, Canada

3 weeks ago

Sophia Lee

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Sophia Lee

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Description

TD Description
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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

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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

Job 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


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.


Job Family

  • Business Insights & Analytics

Job Category - Primary

  • Wealth Management

Job Category(s)

  • Wealth Management

Hours

  • 37.5

Business Line

  • TD Wealth

Time Type

  • Full Time

Employment Type

  • Regular

Country

  • Canada

Province/State (Primary)

  • Ontario

City (Primary)

  • Toronto

Work Location

  • TD Centre
  • South 79 Wellington Street West

Job Expires

  • 20Mar2023
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