Senior Portfolio Manager

3 weeks ago

Toronto, Ontario, Canada Peoples Trust Full time

About the Role

We are seeking a highly skilled Senior Manager, Analytics and Portfolio Strategy to join our team at Peoples Trust. As a key member of our organization, you will be responsible for leading the analysis of deposit product portfolios to identify opportunities for growth, cost optimization, revenue generation, and performance improvement.

About the Responsibilities

  • Lead the analysis of deposit product portfolios to identify opportunities for growth, cost optimization, revenue generation, and performance improvement.
  • Create comprehensive reports and dashboards, translating complex data into actionable insights for senior leadership and key stakeholders.
  • Develop pricing strategies taking into consideration the desired rate of return, competitive landscape, bundling of products/services, and value of the product offering to the market, client segment/risk profile.
  • Support business case development with revenue and cost estimation models, for new deposit products and solutions to support strategic decision-making and product development initiatives.
  • Present findings and recommendations to senior management, ensuring clear communication of key insights and business implications.
  • Lead efforts to improve data quality, reporting accuracy, and process efficiency across portfolio management activities.
  • Stay updated on industry trends, regulatory changes, and competitive developments impacting deposit products.
  • Manage, motivate, and develop direct reports through ongoing performance development.

About the Qualifications

  • Bachelor's degree in Finance, Economics, Data Analytics, Business, or a related field. Master's or advanced degree preferred.
  • 5+ years of experience in Deposit product portfolio management, data analytics, product costing, pricing strategies, financial analysis, and strategy roles within the banking or financial services sector.
  • 2+ years of experience leading a team in a professional setting.
  • Proven ability to analyze complex data and create reports that drive actionable insights for portfolio growth and cost optimization.
  • Experience in developing business cases and financial models to evaluate new products and solutions.
  • Strong understanding of deposit products, including savings accounts, GICs, and other related financial instruments.
  • Proficiency with data analytics tools (e.g., Excel, SQL, Python, or similar) and experience with reporting platforms (e.g., Power BI, Tableau).
  • Excellent communication skills, with the ability to present complex findings clearly to senior management and stakeholders.
  • Strong project management skills, including the ability to manage multiple priorities in a fast-paced environment.
  • Experience working in Agile and Scrum environments with proven experience in delivering projects on time.
  • Professional certification (e.g., CPA, CFA) is a plus.

About the Company

Peoples Trust is a boutique financial institution with offices located in Vancouver, Calgary, Toronto, and Montreal that has been in the Canadian marketplace for over 35 years. Our mission is to exceed our customers' expectations by providing exceptional customer service backed by extensive product knowledge and experience.

About the Work Environment

Peoples Trust offers a flexible and hybrid work environment. In this role, you will work a combination of in-office and remotely from home. Typically, you'll be working regular business hours, Monday to Friday between 8:00am and 4:30pm with flexibility around start/end times.

About the Compensation

Peoples Trust is pleased to offer employees a competitive annual salary plus a discretionary profit share opportunity. Salary for this position will vary between $130,000.00 and $140,000.00 per year depending on the knowledge, skills, abilities, and experience that the chosen candidate possesses.

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