Portfolio Management Leader

3 weeks ago

Toronto, Ontario, Canada Scotiabank Full time

About the Role

The Portfolio Management Leader will contribute to the overall success of the Retail Deposits portfolio in Canada, ensuring business strategies, plans, and initiatives are delivered in compliance with governing regulations, internal policies, and procedures.

Key Responsibilities

  • Provide actionable insights for portfolio volume/margin management and business casing of new initiatives using a quantitative and data-driven approach
  • Monitor, assess, and evaluate portfolio trends and provide ongoing timely insights on developing portfolio trends and KPIs which are important for Retail Savings to achieve its annual growth targets
  • Manage or support strategic projects or ad-hoc assignments for Retail Deposits & Investments in partnership with business line, finance, analytics, retail channel, and external partners
  • Manage portfolio performance routine including weekly/monthly results, monthly forecasting, annual planning in collaboration with Product and Finance for Retail Savings portfolio
  • In partnership with Product, manage the rate pass-through strategy with changes in Bank of Canada rate
  • Monitor competitor offers and ensure strategic positioning of Retail Savings and across Retail Deposits
  • Contribute to business management decisions by developing timely and actionable analysis of financial and non-financial results and trends
  • Provide the post-implementation analysis and tracking of key initiatives, monitoring the results to measure success against projects KPIs

Requirements

  • Post-secondary education in commerce/business, economics, finance, or analytics
  • Previous experience working in the Financial Services industry and a good understanding of the retail deposits and investments market, products, services, and processes
  • Strong analytical and communication skills to effectively partner with internal teams
  • Advanced skills using Excel; experience using VBA is an asset
  • Advanced experience using Microsoft Office applications including PowerPoint
  • Experience using data visualization tools is an asset; Power BI preferred
  • Experience using Python for data processing and forecasting models is considered an asset
  • Solid project management skills to prioritize, manage, and implement competing initiatives
  • Excellent time management skills and a proven ability to meet deadlines
  • Experience in product P&L management, Finance, and/or Business Analytics considered an asset

About Scotiabank

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.

Equal Opportunities Employer

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. If you require technical assistance, please click here. 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.

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