Business Insights Analyst

2 weeks ago


Toronto, Canada TD Bank Full time

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**:

- **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
- **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
- **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 ad-hoc reports, analysis, and insights to assist data-driven decision making
- **Other**:

- Demonstrate strong initiative, and use strong communication, analytical and problem-solving 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.



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