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Manager - Investment Data and Analytics at Scotiabank
Toronto, ON M5H 1H1, Canada - Full Time
Skills Needed
Portfolio Managers, Bloomberg, Investment Banking, Communication Skills, Private Banking, Capital Markets, Completion, Financial Markets, Finance, Morningstar, Accountability, Wealth Management, Power Bi, Commercial Banking, Mpower, Excel, Personal Responsibility
Specialization
Business finance economics or accounting is preferred
Qualification
Graduate
Regulatory Compliance Specialist at Trust Bank
, , Singapore - Full Time
Skills Needed
Regulatory Compliance Advisory, Conduct Risk Management, Data Management Compliance Advisory, Stakeholder Management, Problem Solving, Innovation, Collaboration, Communication
Specialization
The ideal candidate should have 7 years of financial sector experience, with at least 5 years in Regulatory Compliance second line of defence roles. Advanced proficiency in compliance advisory and strong stakeholder management skills are essential.
Experience Required
Minimum 5 year(s)
Associate Private Banker (International) Bilingual English/Spanish at Scotiabank
Toronto, ON, Canada - Full Time
Skills Needed
English
Specialization
Business
Qualification
Graduate
Commercial Loan Officer (AVP depending on experience) at Devon Bank
Chicago, Illinois, United States - Full Time
Skills Needed
Commercial Loans, Loan Applications, Financial Analysis, Customer Service, Loan Documentation, Credit Analysis, Portfolio Management, Networking, Sales, Regulatory Compliance, Loan Structuring, Cross Selling, Market Analysis, Relationship Management, Problem Solving, Communication
Specialization
Candidates should have a college diploma or relevant coursework in accounting or finance, with at least one year of experience as a Loan Officer. For the AVP level, a minimum of two years of experience in a commercial bank is required.
Experience Required
Minimum 2 year(s)
PIC Portfolio Administrator - Mississauga, ON at Scotiabank
Mississauga, ON, Canada - Full Time
Skills Needed
Management Skills
Specialization
Accounting, Economics
Qualification
Diploma
Experience Required
Minimum 2 year(s)
ScotiaMcLeod Administrative Assistant at Scotiabank
Pointe-Claire, QC H9R 5N3, Canada - Full Time
Skills Needed
Written Communication, Management Skills
Qualification
Graduate
Senior Financial Advisor - Calgary Financial Centre, Calgary, AB at Scotiabank
Calgary, AB, Canada - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Scotia Wealth Management Receptionist - Edmonton at Scotiabank
Edmonton, AB T5J 0K4, Canada - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Office Manager, ScotiaWorks (On-Site) at Scotiabank
Toronto, ON, Canada - Full Time
Skills Needed
Productivity, Relationship Building, Event Planning, Scheduling, Facilities Operations
Qualification
Graduate
Credit Department Manager at Unity Bank
Clinton, NJ 08809, USA - Full Time
Skills Needed
Finance, Balance Sheet, Software, Management Skills, Directors, Communication Skills, Financial Statements, Sba, Collateral
Specialization
Business accounting or finance
Qualification
Graduate
Experience Required
Minimum 5 year(s)
Healthcare & Professional Specialist at Scotiabank
Hamilton, ON, Canada - Full Time
Skills Needed
Wealth Management, Legal Structures, Solicitation, Commercial Banking, Political Events, Platforms, Intralink, Business Law, Financial Statements, Professional Associations, Small Business, Ace, Technology, Interviewing, Investment Banking, Finance, Economics
Specialization
Accounting finance business law and economics or equivalent work experience
Qualification
Diploma
Administrative Assistant - Bilingual at F & M Bank
Harrisonburg, Virginia, United States - Full Time
Skills Needed
Bilingual, Customer Service, Interpersonal Skills, Organizational Skills, Ms Office, Keyboarding Skills, Communication Skills, Document Imaging, Clerical Duties, Loan Processing, Attention To Detail, Time Management, Problem Solving, Office Equipment, Data Entry, Mail Management
Specialization
Candidates must be bilingual in English and Spanish and possess a high school diploma or GED with at least two years of related experience. Proficiency in MS Office and effective communication skills are essential.
Experience Required
Minimum 2 year(s)
Director, International Banking and Corporate Functions Compliance Testing at Scotiabank
Toronto, ON M5H 1H1, Canada - Full Time
Skills Needed
Regulatory Compliance, Decision Making, Microsoft Applications, Communication Skills, Analytics, Technology, Excel, Operations, Risk, Power Bi, Secondary Education
Specialization
A cf business line regulatory compliance operations technology audit or risk management function
Qualification
Diploma
Senior Technical Analyst(12-month temporary FTE) at Scotiabank
Toronto, ON, Canada - Full Time
Skills Needed
Servicenow, Splunk, Dynatrace, Windows Server
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Physical Security Officer and Mailroom Clerk at Scotiabank
Dallas, Texas, USA - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Operations Data & Insights Manager at Monzo Bank
, , Ukraine - Full Time
Skills Needed
Analytical Skills, Stakeholder Management, Communication Skills, Leadership, Data Analysis, Coaching, Collaboration, Planning, Organization, Risk Management, Storytelling, Data Insights, Customer Service, Regulatory Standards, Team Management, Problem Solving
Specialization
Candidates should possess excellent analytical skills and strong stakeholder management abilities. Experience in specialist services areas, particularly Complaints and/or VAIB, is essential.
Experience Required
Minimum 5 year(s)
Senior Marketing Manager at Monzo Bank
San Francisco, California, United States - Full Time
Skills Needed
Marketing Campaign Planning, Positioning, Messaging Mastery, Growth Campaigns, Creative Problem Solving, Market Insights, Integrated Marketing, Stakeholder Management, Brand Consistency, Reporting, Regulatory Compliance
Specialization
Candidates should have a track record of working closely with Product and Marketing leadership, ideally having marketed a financial or tech product to a US audience. Experience in both early-stage companies and larger organizations is preferred.
Experience Required
Minimum 5 year(s)
Third Party Risk Manager at Monzo Bank
London, England, United Kingdom - Full Time
Skills Needed
Risk Management, Control Expertise, Regulatory Compliance, Outsourcing Regulations, Cyber Risk Management, Information Security, Data Risk Management, Third Party Risk Management, Policy Development, Collaboration, Strategic Planning, Operational Processes, Detail Orientation, Communication Skills, Problem Solving, Innovation
Specialization
Candidates should have experience in regulated environments and a strong understanding of outsourcing regulations. Skills in delivering third-party risk management and effective communication are essential.
Experience Required
Minimum 5 year(s)
Senior Software Engineer at Scotiabank
Toronto, ON M1K 5L1, Canada - Full Time
Skills Needed
Computer Science, Test Automation Framework, Google Cloud Platform, Artifactory, Java, Jenkins, Microsoft Azure, Systems Design, Docker, Junit, Web Applications, Gradle
Specialization
Computer Science, Engineering, Math
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Financial Crime Senior Manager, Delivery at Monzo Bank
London, England, United Kingdom - Full Time
Skills Needed
Financial Crime Operations, Regulatory Requirements, Operational Transformation, Stakeholder Management, Change Leadership, Communication Skills, Team Management, Governance, Project Management, Cultural Shift, Strategic Vision, Continuous Improvement, Risk Management, Cross Functional Coordination, Process Design, Multi Jurisdictional Operating Models
Specialization
Candidates should have a proven track record in leading large-scale operational transformation within regulated financial services. A deep understanding of Financial Crime Operations and exceptional stakeholder management skills are essential.
Experience Required
Minimum 10 year(s)
Manager - Investment Data and Analytics at Scotiabank
Toronto, ON M5H 1H1, Canada -
Full Time


Start Date

Immediate

Expiry Date

13 Dec, 25

Salary

0.0

Posted On

13 Sep, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Portfolio Managers, Bloomberg, Investment Banking, Communication Skills, Private Banking, Capital Markets, Completion, Financial Markets, Finance, Morningstar, Accountability, Wealth Management, Power Bi, Commercial Banking, Mpower, Excel, Personal Responsibility

Industry

Banking/Mortgage

Description

Requisition ID: 229066
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

ACCOUNTABILITIES

  1. Responsible for creating and updating various reports and tools used by PIC Relationship Managers (RMs), ScotiaMcLeod, Jarislowsky, Fraser Limited Private (JFLPW) and International Wealth Management Advisors:
  • Monthly updates reports and tools with extensive use of macros and VBA
  • Diligently perform quality assurance and ensure reports/tools meet the user requirements
  • Provide continuous improvements recommendations to increase and promote efficiency and optimization of workflows
  • Quarterly updates for all JFLPW tools
  • Monthly updates to Power BI for the ScotiaMcLeod managed asset program proposals
  • Monthly data updates to support International Wealth
  • Monthly and quarterly reporting at the business line and program level
  • Monthly data uploads to various investment/ portfolio management systems
  1. Act as contributor to the Proposal Services and assist the Business Development team with sales and marketing of the Investment Programs:
  • Complete investment portfolio reviews/analytics and proposals requested from the PIC Relationship Managers and ScotiaMcLeod, International Investment Advisors and Global Family Office Group in accordance to established SLAs
  • Provide support to Sr. Investment Consultants with custom analytics for Institutional Request for Proposals and Request for Information
  • Provide ongoing support to the field, responding to and anticipating queries on investment performance and client concerns utilizing various portfolio management system (Bloomberg, FactSet, Morningstar Direct, StyleAdvisors, MPower, Crystal Report)
  • Update Advisor team generic monthly and quarterly proposal documents
  • Maintain a current repository of proposal fulfillment analytics
  • Maintain and update current proposal tracking KPIs
  • Collaborate with internal partners to create and deliver final proposal with a high degree of accuracy
  1. Act as a key contributor in data migration and optimization initiatives by:
  • Participating in projects to transition current data processes
  • Providing recommendations to improve operation of current data updates
  • Collaborating with key stakeholder groups across GWM for the sharing of investment data and best practices
  1. Contribute to the positive reputation and effective functioning of the Business Development Team by:
  • Staying informed on capital markets and industry developments
  • Handling all inquiries in a professional, timely, and client focused manner
  • Providing thorough, thoughtful, and accurate responses to all client inquiries ensuring proper follow through on all resolutions
  • Building effective working relationships with internal and external partners
  • Facilitating a culture of open and honest communication
  • Actively participating and contributing to touch bases and team meetings
  • Encouraging the generation of new ideas and approaches
  • Actively share knowledge and experience to enhance the development of all team members

EDUCATION/EXPERIENCE

  • Over 3 years of investment industry experience with strong understanding of financial markets and portfolio management theory;
  • Undergraduate degree in business, finance, economics or accounting is preferred
  • Enrolment in or completion of CFA program is desirable
  • Completion of CSC/CPH preferred
  • VBA Macro programming experience is mandatory
  • Experience with Morningstar, Bloomberg, Zephyr StyleAdvisor, Crystal Report, Mpower and Power BI is desirable
  • Experience working effectively with Advisors and Portfolio Managers
  • Very strong attention to detail
  • Excellent knowledge of Microsoft Office suite of applications, Excel, Powerpoint
  • Strong knowledge of Power BI
  • Strong sense of personal responsibility and accountability
  • Excellent oral and written communication skills
  • Must be client and results focused
  • Individually motivated and team supportive
  • Self-confident with professional integrity
  • Strong relationship building skills
  • Strong numerical, analytical and problem solving skills
    Location(s): Canada : Ontario : Toronto
    Scotiabank is a leading bank in the Americas. Guided by our purpose: “for every future”, we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
    At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted

How To Apply:

Incase you would like to apply to this job directly from the source, please click here

Responsibilities

PURPOSE

The incumbent is responsible for contributing to the ongoing investment success of and improvements to investment programs managed by Scotia Wealth Management Portfolio Solutions Group (“Investment Programs”), which includes ScotiaMcLeod Fee Based Programs, the Private Investment Counsel (PIC) investment platform and International Wealth Management discretionary offerings.
Responsibilities include the updating of monthly mandate and performance data for the Private Investment Counsel, ScotiaMcLeod Investment Portfolios, JFL Private Wealth and International Wealth offerings; ongoing maintenance and completion of regular business, program and client level reporting; and assisting with data migration and optimization initiatives.

1. Responsible for creating and updating various reports and tools used by PIC Relationship Managers (RMs), ScotiaMcLeod, Jarislowsky, Fraser Limited Private (JFLPW) and International Wealth Management Advisors:

  • Monthly updates reports and tools with extensive use of macros and VBA
  • Diligently perform quality assurance and ensure reports/tools meet the user requirements
  • Provide continuous improvements recommendations to increase and promote efficiency and optimization of workflows
  • Quarterly updates for all JFLPW tools
  • Monthly updates to Power BI for the ScotiaMcLeod managed asset program proposals
  • Monthly data updates to support International Wealth
  • Monthly and quarterly reporting at the business line and program level
  • Monthly data uploads to various investment/ portfolio management system
Manager - Investment Data and Analytics at Scotiabank
Toronto, ON M5H 1H1, Canada - Full Time
Skills Needed
Portfolio Managers, Bloomberg, Investment Banking, Communication Skills, Private Banking, Capital Markets, Completion, Financial Markets, Finance, Morningstar, Accountability, Wealth Management, Power Bi, Commercial Banking, Mpower, Excel, Personal Responsibility
Specialization
Business finance economics or accounting is preferred
Qualification
Graduate
Regulatory Compliance Specialist at Trust Bank
, , Singapore - Full Time
Skills Needed
Regulatory Compliance Advisory, Conduct Risk Management, Data Management Compliance Advisory, Stakeholder Management, Problem Solving, Innovation, Collaboration, Communication
Specialization
The ideal candidate should have 7 years of financial sector experience, with at least 5 years in Regulatory Compliance second line of defence roles. Advanced proficiency in compliance advisory and strong stakeholder management skills are essential.
Experience Required
Minimum 5 year(s)
Associate Private Banker (International) Bilingual English/Spanish at Scotiabank
Toronto, ON, Canada - Full Time
Skills Needed
English
Specialization
Business
Qualification
Graduate
Commercial Loan Officer (AVP depending on experience) at Devon Bank
Chicago, Illinois, United States - Full Time
Skills Needed
Commercial Loans, Loan Applications, Financial Analysis, Customer Service, Loan Documentation, Credit Analysis, Portfolio Management, Networking, Sales, Regulatory Compliance, Loan Structuring, Cross Selling, Market Analysis, Relationship Management, Problem Solving, Communication
Specialization
Candidates should have a college diploma or relevant coursework in accounting or finance, with at least one year of experience as a Loan Officer. For the AVP level, a minimum of two years of experience in a commercial bank is required.
Experience Required
Minimum 2 year(s)
PIC Portfolio Administrator - Mississauga, ON at Scotiabank
Mississauga, ON, Canada - Full Time
Skills Needed
Management Skills
Specialization
Accounting, Economics
Qualification
Diploma
Experience Required
Minimum 2 year(s)
ScotiaMcLeod Administrative Assistant at Scotiabank
Pointe-Claire, QC H9R 5N3, Canada - Full Time
Skills Needed
Written Communication, Management Skills
Qualification
Graduate
Senior Financial Advisor - Calgary Financial Centre, Calgary, AB at Scotiabank
Calgary, AB, Canada - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Scotia Wealth Management Receptionist - Edmonton at Scotiabank
Edmonton, AB T5J 0K4, Canada - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Office Manager, ScotiaWorks (On-Site) at Scotiabank
Toronto, ON, Canada - Full Time
Skills Needed
Productivity, Relationship Building, Event Planning, Scheduling, Facilities Operations
Qualification
Graduate
Credit Department Manager at Unity Bank
Clinton, NJ 08809, USA - Full Time
Skills Needed
Finance, Balance Sheet, Software, Management Skills, Directors, Communication Skills, Financial Statements, Sba, Collateral
Specialization
Business accounting or finance
Qualification
Graduate
Experience Required
Minimum 5 year(s)
Healthcare & Professional Specialist at Scotiabank
Hamilton, ON, Canada - Full Time
Skills Needed
Wealth Management, Legal Structures, Solicitation, Commercial Banking, Political Events, Platforms, Intralink, Business Law, Financial Statements, Professional Associations, Small Business, Ace, Technology, Interviewing, Investment Banking, Finance, Economics
Specialization
Accounting finance business law and economics or equivalent work experience
Qualification
Diploma
Administrative Assistant - Bilingual at F & M Bank
Harrisonburg, Virginia, United States - Full Time
Skills Needed
Bilingual, Customer Service, Interpersonal Skills, Organizational Skills, Ms Office, Keyboarding Skills, Communication Skills, Document Imaging, Clerical Duties, Loan Processing, Attention To Detail, Time Management, Problem Solving, Office Equipment, Data Entry, Mail Management
Specialization
Candidates must be bilingual in English and Spanish and possess a high school diploma or GED with at least two years of related experience. Proficiency in MS Office and effective communication skills are essential.
Experience Required
Minimum 2 year(s)
Director, International Banking and Corporate Functions Compliance Testing at Scotiabank
Toronto, ON M5H 1H1, Canada - Full Time
Skills Needed
Regulatory Compliance, Decision Making, Microsoft Applications, Communication Skills, Analytics, Technology, Excel, Operations, Risk, Power Bi, Secondary Education
Specialization
A cf business line regulatory compliance operations technology audit or risk management function
Qualification
Diploma
Senior Technical Analyst(12-month temporary FTE) at Scotiabank
Toronto, ON, Canada - Full Time
Skills Needed
Servicenow, Splunk, Dynatrace, Windows Server
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Physical Security Officer and Mailroom Clerk at Scotiabank
Dallas, Texas, USA - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Operations Data & Insights Manager at Monzo Bank
, , Ukraine - Full Time
Skills Needed
Analytical Skills, Stakeholder Management, Communication Skills, Leadership, Data Analysis, Coaching, Collaboration, Planning, Organization, Risk Management, Storytelling, Data Insights, Customer Service, Regulatory Standards, Team Management, Problem Solving
Specialization
Candidates should possess excellent analytical skills and strong stakeholder management abilities. Experience in specialist services areas, particularly Complaints and/or VAIB, is essential.
Experience Required
Minimum 5 year(s)
Senior Marketing Manager at Monzo Bank
San Francisco, California, United States - Full Time
Skills Needed
Marketing Campaign Planning, Positioning, Messaging Mastery, Growth Campaigns, Creative Problem Solving, Market Insights, Integrated Marketing, Stakeholder Management, Brand Consistency, Reporting, Regulatory Compliance
Specialization
Candidates should have a track record of working closely with Product and Marketing leadership, ideally having marketed a financial or tech product to a US audience. Experience in both early-stage companies and larger organizations is preferred.
Experience Required
Minimum 5 year(s)
Third Party Risk Manager at Monzo Bank
London, England, United Kingdom - Full Time
Skills Needed
Risk Management, Control Expertise, Regulatory Compliance, Outsourcing Regulations, Cyber Risk Management, Information Security, Data Risk Management, Third Party Risk Management, Policy Development, Collaboration, Strategic Planning, Operational Processes, Detail Orientation, Communication Skills, Problem Solving, Innovation
Specialization
Candidates should have experience in regulated environments and a strong understanding of outsourcing regulations. Skills in delivering third-party risk management and effective communication are essential.
Experience Required
Minimum 5 year(s)
Senior Software Engineer at Scotiabank
Toronto, ON M1K 5L1, Canada - Full Time
Skills Needed
Computer Science, Test Automation Framework, Google Cloud Platform, Artifactory, Java, Jenkins, Microsoft Azure, Systems Design, Docker, Junit, Web Applications, Gradle
Specialization
Computer Science, Engineering, Math
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Financial Crime Senior Manager, Delivery at Monzo Bank
London, England, United Kingdom - Full Time
Skills Needed
Financial Crime Operations, Regulatory Requirements, Operational Transformation, Stakeholder Management, Change Leadership, Communication Skills, Team Management, Governance, Project Management, Cultural Shift, Strategic Vision, Continuous Improvement, Risk Management, Cross Functional Coordination, Process Design, Multi Jurisdictional Operating Models
Specialization
Candidates should have a proven track record in leading large-scale operational transformation within regulated financial services. A deep understanding of Financial Crime Operations and exceptional stakeholder management skills are essential.
Experience Required
Minimum 10 year(s)
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