Portfolio Optimization Manager

3 weeks ago

Toronto, Ontario, Canada Scotiabank Full time

About the Role:

We are seeking a highly skilled Portfolio Optimization Manager to join our team at Scotiabank. As a key member of our Global Transaction Banking team, you will be responsible for identifying new revenue streams, sizing new initiatives, addressing current product gaps, and finding cross-product synergies. You will contribute to the overall success of our Global Business Payment Product Portfolio in Canada by executing individual goals, plans, and initiatives in support of our team's business strategies and objectives.

Key Responsibilities:

  • Champion a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
  • Optimize the profitability of our product portfolio by analyzing, designing, and recommending strategies in conjunction with product owners and cross-functional partners.
  • Work with our pricing and analytic teams to drive revenues and identify efficiencies.
  • Assess the economic and financial feasibility of new product opportunities, ensuring a reasonable rate of return for services sold, provide sound competitive positioning, and make compelling recommendations.
  • Build data-driven, scenario-based models to evaluate business impact on strategic and business development initiatives and monitor key portfolio KPIs.
  • Develop business cases and supporting presentations for identified opportunities, that support the growth and maintenance of our business.
  • Research, analyze, and synthesize data, trends, leading practices, and other business intelligence in support of business plans.
  • Assist in the development of business cases and strategic plans for new initiatives to optimize revenue opportunities.
  • Lead the consolidated forecasting and planning cycles on behalf of product owners and ensure the product roadmap is accurately represented.
  • Identify product gaps with respect to customer needs, competitive offerings, and trends.
  • Prepare and present monthly financial summaries for cross-portfolio product teams and senior leadership.
  • Understand how our Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions.
  • Actively pursue effective and efficient operations of his/her respective areas in accordance with Scotiabank's Values, its Code of Conduct, and the Global Sales Principles, while ensuring the adequacy, adherence to, and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions, and conduct risk.

Requirements:

  • 3-5 years of experience with an undergraduate degree in Business, Finance, or Economics. A graduate degree or financial designation is preferred.
  • Advanced skills in Power BI, SQL, MS Excel.
  • Advanced proficiency in financial modeling, including the ability to build and analyze complex financial models.
  • Expertise in data visualization tools such as Power BI, to source large data sets and apply complex transformations to produce key business insights and support business decision-making.
  • Expertise in SQL, including the ability to extract data from multiple sources such as data warehouses, data lakes, and relational databases.
  • Strong decision-making, forward-thinking, and creative problem-solving skills.
  • Results-oriented and innovative in identifying and pursuing opportunities to leverage capabilities to increase revenues, decrease costs, and mitigate risks.
  • Experience in Cash Management and Payments industry, or in-depth understanding of delivery networks of financial products and services within the context of the Bank's sales and service strategies across various delivery channels is an asset.
  • Experience working on large projects using industry-standard delivery methodologies (e.g., Agile/Scrum/Kanban) and tools (JIRA/Confluence) is an asset.

What We Offer:

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. We offer a range of benefits, including flexible work arrangements, professional development opportunities, and a comprehensive compensation package.

How to Apply:

Interested candidates should submit their application through our website. 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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