Research Analyst
Job Location:
Monthly Salary:
Posted on:
5 hours ago
Posted on:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
About The Role
You will be part of a group dedicated to supportingexternal clients with consumer insights and industry benchmarks on North Americanwealth management. You will support the operation analysis delivery and strategy of proprietary products - with specific focus on their firm-level Wealth Management performance diagnostic and consumer survey of investors in US and Canada.
In this role youll work with external clients to collect data assess performance andprovide client executives with insights into their competitive positioning. With guidancefrom products owners you will manage complex datasets conduct primary research produce benchmarks craft presentations build industry knowledge and develop wealth management expertise that help solve client challenges with real impact.
Over time you will lead this products strategy understanding how its positioned in themarket how we can maximize its value for clients and for the firm and where toinnovate it. You will leverage strong analytical project management storyboardingbusiness and communication skills to be successful.
Requirements
What They Offer
You will be part of a group dedicated to supportingexternal clients with consumer insights and industry benchmarks on North Americanwealth management. You will support the operation analysis delivery and strategy of proprietary products - with specific focus on their firm-level Wealth Management performance diagnostic and consumer survey of investors in US and Canada.
In this role youll work with external clients to collect data assess performance andprovide client executives with insights into their competitive positioning. With guidancefrom products owners you will manage complex datasets conduct primary research produce benchmarks craft presentations build industry knowledge and develop wealth management expertise that help solve client challenges with real impact.
Over time you will lead this products strategy understanding how its positioned in themarket how we can maximize its value for clients and for the firm and where toinnovate it. You will leverage strong analytical project management storyboardingbusiness and communication skills to be successful.
Requirements
- 3-5 years of data analysis experience in using complex datasets online researchand/or performance benchmarks to drive and deliver insightful output
- The ability to communicate complex ideas effectively both verbally and in writing
- The ability to work independently manage multiple projects simultaneously andmeet deadlines within a high energy fast-paced and evolving environment
- Expertise in using Excel and PowerPoint with knowledge of visualization software(e.g. Tableau PowerBI) or analytical tools (e.g. VBA SQL) a plus
- Experience in banking and financial services with strong preference to wealthmanagement
- An applicable University Degree
What They Offer
- A competitive base salary and variable annual bonus.
- A flexible hybrid working policy. Most people come into the office 2-3days/week.
- A healthy work-life balance.
- 25 days annual leave plus 4 wellness days and public holidays
- Comprehensive benefits program
- Generous employer RRSP contribution
- An annual personal development allowance
- An office walking distance to Union Station
Required Experience:
IC
