Business Analyst, Sales Reporting

4 weeks ago

Toronto, Canada Scotiabank Full time

**Requisition ID**: 176587

Dynamic Funds is a wholly owned subsidiary of Scotiabank, headquartered in Toronto. Dynamic Funds was established as a small investment club in Montreal in 1957, where it was a pioneer in providing professional investment advice to retail investors. Since then, we have evolved to become one of Canada's most recognized wealth management firms. We offer a comprehensive range of products and services, spanning every major sector, geographic region and investment discipline. Our financial solutions include open and closed-end investment funds, fee-based, tax-advantaged and customized high-net-worth programs

**Purpose**:
The Business Analyst is responsible for using sophisticated analytics and reporting to identify operational impact and efficiency gains on Dynamic Funds activities and initiatives. The Business Analyst will help lead projects supporting new business activities to increase sales quality of output, and work towards meeting division and departmental goals. The Business Analyst will work collaboratively with internal business partners (i.e. Operations, Compliance, Legal, Finance, HR, Marketing, IT) in support of achieving mutually agreeable objectives. The Sales Reporting & Analytics team will have superior knowledge of the Dynamic Funds operational procedures and will be expected to provide ad-hoc reporting and analytics as requested by the Director, Sales Reporting & Analytics.

**1. Reporting and Analysis**
- Performs complex analyses to produce reporting on various funds and fund related activity. The frequency of reporting and analysis will be regular (monthly, quarterly, semi-annually, annually) as well as ad-hoc as required.
- Develops and documents processes and standards for expense management, to ensure controls, quality, integrity and delivery of reporting and analysis produced.
- Investigates and performs complex calculations (including manual) pertaining to tiered fees, scaled fees, rebates, personal rates of return (PROR) and blended discount calculations wherever required.
- Provides system support and troubleshooting for: Salesforce, Sales Wiki (Confluence), MicroStrategy, including mobile versions

**2. Business Process and Continuous Improvement**
- Contributes toward defining and meeting team goals that align to corporate goals; investigates methods of increasing productivity, accuracy, and efficiencies within the business unit.
- Works with the Dynamic Sales team and back office support functions (including the Customer Relations Centre, Client Administration, Finance and IT).
- Contributes to streamlining processes regarding exception requests and assists in related issue resolution.
- Develops and administers software tools to identify the need for adding controls to external departments’ business processes, particularly where it impacts data integrity for Dynamic Funds.

**3. Regulatory Impact Awareness**
- Works with dealers/clients and Operational groups to support platform level processes. Stays abreast of operational impacts to the business as a result of industry process changes.
- Remains current on regulatory updates through regular communications with Compliance regarding operational issues, alternative products and programs and special projects that directly impact the Dynamic Funds business.
- Conducts preemptive analysis of changes from regulatory bodies such as IIROC/MFDA/AMF to identify areas of greatest impact and allow for the Dealer/Client community to prepare for the changes.

**Experience/Education**:

- University Degree or equivalent College Diploma
- Completion of IFIC operations and / or CSC
- Minimum of 5 years relevant experience in the mutual fund / financial services industry
- Experience in working within the back-office environment an asset
- Knowledge of industry databases (i.e. ifast FundSERV) an asset
- Advanced proficiency in Microsoft Office suite (Access & Excel)
- Excellent problem-solving and decision-making skills
- Proven experience leading operational projects
- Strong influencing skills
- Excellent verbal and written communication skills
- Ability to multi-task with conflicting priorities
- Ability to accept challenges and adapt to a changing environment
- Strong interpersonal skills with an emphasis on building relationships
- Bilingualism an asset (English and French)

Location(s): Canada : Ontario : Toronto

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