Sr. Investment Analyst

Requisition ID
: 233078

Tangerine is Canada's leading direct bank. We offer flexible and accessible banking options, innovative products, and award-winning Client service. The reason why Tangerine employees come to work each day is to help Canadians live better lives. We focus on making a difference in our communities, and that includes our own internal community. It's important to us that our employees feel empowered and enthusiastic about belonging to our Orange culture.

As Canada's leading digital bank, Tangerine technology is at the heart of everything we do. We have redefined what digital banking is, and we continue to evolve to tackle any opportunity and face every challenge through progressive technology and the power of collaboration.

Do you like new challenges? Are you ready to reach new heights in your career and become part of an established disruptor? If so, come join us and help redefine the Canadian banking landscape

What You Will Be Doing
The Senior Investment Analyst of Business Performance Management assists in strategic thought leadership and analysis to the Investment business, translating performance insights into recommendations for action. The incumbent will maintain, implement and monitor key performance metrics related to the Investment portfolio and Client behavior. Acting as a conduit between the Finance, Client Insights, Advisor Centre, Marketing and Data Science and Analytics Teams, the Senior Investment Analyst will proactively identify key trends and opportunities, providing recommendations to enhance portfolio franchise value, business and overall Bank profitability, while supporting the Everyday Banking strategy. The incumbent will possess strong quantitative and qualitative analytical skills, complemented by excellent business acumen, and a strategic mindset to problem solving; in addition to technical proficiency, the incumbent will possess thorough knowledge of the Canadian Investment Market, competitor portfolios and tactics for growth.

Is this role right for you? In this role, you will:

• Contribute to the investment's strategy, focusing on growth, retention, pricing, gaining and deepening relationships with clients, and operational efficiency.
• Assist in developing an integrated system of benchmarks to monitor portfolio performance; continuously evolve metrics based on changing data and reporting capabilities
• Participate in collaborative initiatives with other departments, including Finance, Data Science, Advisor Centre, Analytics, and Marketing, to expand current analysis and insights on Investment business performance; strategically source materials from these organizational partners, and third-party research, using integrative IQ to consider how the Team can further provide support for the Everyday Strategy
• Assist in interpreting customer trends, relevant to the Investment business, and proactively identify new strategic opportunities for growth; summarize and share findings with the broader Investment Product Team, key organizational partners, and Senior leaders.
• Assist in deep-dive analysis, scenario modelling, and business casing to support strategic decisions.
• Assist in developing volume growth and retention tactics, considering operational impact and resource requirements; track results of initiatives, and pro-actively re-calibrate current practices to maximize impact.
• Liaise with key stakeholders around the Bank, as well as Bank of Nova Scotia, to establish permanent working relationships and facilitate seamless implementation of integrated initiatives, and performance tracking.
• Assist in the development, maintenance, and enhancement of dashboards and presentations for Senior Leadership, providing clear data driven insights into performance, trend, and strategic initiates.
• Understand how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions.
• Actively pursues 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.
• Champions a high performance environment and contributes to an inclusive work environment.
• Other duties as assigned.

Skills
Do you have the skills that will enable you to succeed in this role? We'd love to work with you if you have:

• Bachelor's degree in Finance, Economics, Mathematics, or a related quantitative discipline required.
• Minimum 3 years of experience in analytical, product management, investment research, asset management, fintech, or related financial services required.
• Work experience in data science, or in a project management oriented environment is considered an asset.
• Computer literate – knowledge of Microsoft Office
• Strong quantitative and qualitative analytical skills; excellent communicative ability to frame results of analyses.
• Advanced analytical skills required, including proficiency in MS Excel (excel regression functions and VBA), Python, R , SAS, SQL, Looker Studio/Power BI, or other quantitative programming languages for data analysis, visualization, and modelling; experience with GCP/BigQuery is a plus.
• Foundational proficiency in MS Powerpoint is an asset.
• Ability to thrive in an ultra-fast paced environment; adaptable and flexible when responding to deadlines.
• Ability to synthesis complex information clearly and simply to a broad audience – excellent communication skills (verbal and written).
• Thorough understand of retail investment products, key success factors and the regulatory environment surrounding them.
• High-performing, proactive individual who consistently delivers accurate analyses and recommendation within tight deadlines.
• Meticulous attention to detail and commitment to accuracy in every facet of analyses and recommendations.

What's in it for you?

• Help lead the design of Canada's most innovative digital wealth experience.
• Work in a mission-driven culture that prioritizes empowerment, diversity, and continuous learning.
• Join a modern banking environment where design plays a central role in shaping client value.
• Be part of a high-visibility team that is reimagining the future of personal finance in Canada
• You will get our help to save for your future and to invest in your total wellbeing through our Tangerine benefits*.
• You belong here, we are equal and un-complicated. Bring your true self to work, dress codes don't apply here.
• You will enjoy workspace flexibility and all the excitement that comes from working at the official Bank of the Toronto Raptors.
• Tangerine employees participate in Scotiabank's pension & benefits programs (available to permanent employees

Location(s): Canada : Ontario : Toronto

At Tangerine we value the unique skills and experiences each individual brings to the team, and are committed to creating and maintaining an inclusive and accessible environment. If you require accommodation during the recruitment and selection process, please let our Recruitment team know.