Sr BI

4 weeks ago


Old Toronto Ontario, CA TD Bank Full time

Sr BI & Reporting Analyst page is loaded Sr BI & Reporting Analyst Postuler remote type Hybride locations Toronto, Ontario time type Temps plein posted on Publié hier job requisition id R_1350077

Lieu de travail:

Toronto, Ontario, Canada

Horaire:

37.5

Secteur d’activité:

Données et Analyses

Détails de la rémunération :

Nous avons à cœur d’offrir une rémunération juste et équitable à tous nos collègues. En votre qualité de candidat ou de candidate, nous vous encourageons à avoir une conversation franche avec votre recruteur et à poser des questions sur la rémunération, notamment les particularités salariales de ce poste.

Description du poste:

Department Overview:

The Treasury and Balance Sheet Management (TBSM) department of TD Bank is responsible for overseeing the management of non-trading market risk, consolidated liquidity risk and consolidated capital position for TD Bank’s North American Personal and Commercial (P&C) businesses.

Fund Transfer Pricing (FTP) Reporting is a part of Balance Sheet Reporting and Analytics (BSRA) team within TBSM that supports the margin measurement, reporting, and management functions for the bank's North American P&C businesses. The team reports and attributes margin and Net Interest Income (NII) performance of the bank’s various products. Team members support FTP design and implementation within reporting infrastructure of new products, portfolio profitability and product pricing decisions.

Overview of Team and Individual Responsibilities:

The team is responsible for summarizing margin and NII performance for North American business lines through centralized Tableau reporting tool with underlying SQL tables. The group will own the explanation of actual, forecast and stress testing results by isolating macro (Capital Markets, economic) and product specific drivers to inform stakeholders from TBSM, Product Management and Finance.

The Senior Analyst, FTP Reporting will be responsible for producing recurring reports on actuals and forecasted portfolio margin and NII, investigating and articulating key drivers of performance while supporting ad-hoc tasks related to the portfolios of coverage.

Key Responsibilities of this position include:

  • Own the production and presentation of margin, NII, attribution reporting for CDN / US Retail / Corporate (Capital) products within established SLAs, developing portfolio expertise to explain key drivers of results.
  • Initiate investigations into actual and forecast portfolio results with tenacity and curiosity.
  • Keep abreast of
    • Changes in interest rates, producing reporting to explain movements relative to historical actual and forecast periods.
    • Product/portfolio specific knowledge
    • FTP Implementations/system changes.
  • Develop new reporting while continuously advancing and rationalizing existing reporting views to maximize value.
  • Support initiatives and ad-hoc requests from partners.
  • Provide secondary reporting support for similar portfolios.
  • Demonstrate expertise with Tableau, SQL, and Reporting and Valuation in-house infrastructures to allow for efficiency in reporting & attribution process, investigations, and troubleshooting.
  • Establish and maintain relationships with Product Management, Finance, as well as other TBSM teams (such as US ALM, FTP teams, Modelling and MRMA). These relationships will be essential in understanding trends and articulating consistent internal narratives.
  • Contribute to an engaging team culture, sharing knowledge and ideas to increase treasury, banking, and reporting expertise.

Specific Educational Requirements:

  • Post-secondary degree in a related field (ex. Finance, Business, Economics, Engineering, Comp Sci etc.).
  • MBA, CFA considered an asset.

Qualifications:

Hands-on experience with data retrieval, analysis, visualization, and manipulation tools (ex. SQL, Tableau, Excel and Powerpoint) and complex valuation/reporting infrastructures (input/output, system logic, system dependencies, data lineage).

Familiarity with:

  • The features and characteristics of North American retail banking products.
  • Funds Transfer Pricing (FTP) concepts and their application to personal and commercial mortgage, loan and deposit products (incl GIC).
  • Principles of interest rate risk management, including asset and liability management, (e.g. duration, convexity, key rate immunization) as well as liquidity management.

Competencies and Personal Qualities:

  • Superior written and verbal communication skills with experience presenting to audiences with various backgrounds and seniority.

Strong critical thinking skills with an ability connect/link various concepts and/or pieces of information as it relates to the overall portfolio impact.

  • Problem solving and creativity.
  • Excellent relationship management skills, anticipating stakeholder needs while meeting committed timelines.
  • Passionate about the capital markets/macroeconomic events and their downstream connection to the banking industry.
  • Team oriented, supportive of collective goals and fostering a learning environment.
  • Exemplary work ethic and drive to succeed with an ability to overcome adversity.
  • Approach responsibilities with diligence and initiative, taking ownership of issues to ensure successful outcomes.
  • Challenge the status quo and exhibit a forward looking mindset to identify enhancement opportunities that are efficient and scalable.
  • Exceptional organizational skills with an ability to prioritize and manage competing initiatives.
  • Experience with developing reporting that is creative, intuitive, and comprehensive is considered an asset.

À propos de nous :

La TD est un chef de file mondial dans le secteur des institutions financières. Elle représente la cinquième banque en Amérique du Nord de par son nombre de succursales. Chaque jour, nous offrons une expérience client légendaire à plus de 27 millions de ménages et d’entreprises au Canada, aux États-Unis et partout dans le monde. Plus de 95 000 collègues de la TD mettent en commun leurs compétences, leur talent et leur créativité au service de la Banque, des clients qu’elle sert et des économies qu’elle appuie. Nous sommes guidés par notre vision d’être une meilleure banque et par notre objectif d’enrichir la vie de nos clients, de nos collectivités et de nos collègues.

La TD est une entreprise profondément engagée à être une leader en matière d’expérience client. Voilà pourquoi nous croyons que chaque collègue, peu importe son secteur d’activité, est en contact avec la clientèle. En parallèle de l’évolution de nos activités et de notre stratégie, nous innovons afin d’améliorer l’expérience client et de créer des capacités pour façonner l’avenir des services bancaires. Que vous ayez plusieurs années d’expérience dans le secteur bancaire ou que vous commenciez tout juste votre carrière dans le domaine des services financiers, nous pouvons vous aider à réaliser votre plein potentiel. Vous pourrez compter sur nos programmes de formation et de mentorat et sur des conversations sur le perfectionnement et le leadership pour réaliser votre plein potentiel et atteindre vos objectifs. Notre croissance en tant qu’entreprise rime avec la vôtre.

Notre programme de rémunération globale
Notre programme de rémunération globale reflète les investissements que nous faisons pour aider nos collègues et leur famille à atteindre leurs objectifs en matière de bien-être mental, physique et financier. La rémunération globale à la TD inclut le salaire de base, la rémunération variable et bien d’autres régimes clés, comme des avantages sociaux en matière de santé et de bien-être, des régimes d’épargne et de retraite, des congés payés, des avantages bancaires et des rabais, des occasions de développement de carrière et des programmes de récompenses et reconnaissance. En savoir plus

Renseignements supplémentaires :
Nous sommes ravis que vous envisagiez une carrière à la TD. Sachez que nous avons à cœur d’aider nos collègues à réussir dans leur vie tant personnelle que professionnelle. C’est d’ailleurs pourquoi nous leur offrons des conversations sur le perfectionnement, des programmes de formation et un régime d’avantages sociaux concurrentiel.

Perfectionnement des collègues
Un cheminement professionnel particulier vous intéresse ou vous cherchez à acquérir certaines compétences? Nous tenons à vous mettre sur la voie de la réussite. Vous aurez des conversations régulières sur le développement de carrière, le perfectionnement et le rendement avec votre gestionnaire. Une variété de programmes de mentorat et une plateforme d’apprentissage en ligne seront également à votre disposition pour vous aider à ouvrir de nouvelles portes. Que vous ayez à cœur d’aider les clients et souhaitiez élargir votre expérience ou que vous préfériez coacher et inspirer vos collègues, sachez que la TD propose un grand nombre de cheminements professionnels et qu’elle s’engage à vous aider à relever les occasions qui vont dans le sens de vos objectifs.

Formation et intégration
Nous tenons à nous assurer que vous disposez des outils et ressources nécessaires pour réussir à votre nouveau poste. Dans cette optique, nous organiserons des séances d’intégration et de formation.

Processus d’entrevue
Nous communiquerons avec les candidats sélectionnés pour planifier une entrevue. Nous ferons notre possible pour communiquer par courriel ou par téléphone avec tous les candidats pour leur faire part de notre décision.

Mesures d’adaptation
L’accessibilité est importante pour nous. N’hésitez pas à nous faire part de toute mesure d’adaptation (salles de réunion accessibles, sous-titres pour les entrevues virtuelles, etc.) dont vous pourriez avoir besoin pour participer sans entraves au processus d’entrevue.

Nous avons hâte d’avoir de vos nouvelles

Exigences linguistiques:

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