Senior Analyst, Wealth Solutions Tangerine

Requisition ID: 258971

Tangerine is Canadas 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. Its important to us that our employees feel empowered and enthusiastic about belonging to our Orange culture.

At Tangerine were redefining banking. As Canadas leading digital bank we thrive on innovation agility and bold thinking tackling every challenge head-on with leading technology and the unstoppable power of collaboration.

Our client-obsessed teams deliver flexible accessible banking solutions breakthrough products and award-winning service. Beyond banking were committed to making an impact in the communities we serve and across our organization. We foster a culture built on integrity inclusion and fearless ambition where diverse perspectives are valued and people are empowered to do their best work.

Are you ready to disrupt the status quo Do you crave challenges that push boundaries If youre a high performer looking to accelerate your career and reimagine the banking landscape this is your moment.

Lets shape the future of banking together!

What you will be doing:

The Senior Analyst Wealth Solutions position supports the Wealth Solutions team by owning the design production and ongoing enhancement of performance reporting competitive benchmarking and product insights across Tangerines wealth offerings. This role will help to support business cases for marketing ideas and investment platform enhancement and ensure advisors have the tools data and support to succeed. The Senior Analyst will work closely with Marketing Sales Finance Technology and third party managers to build scalable reporting processes strengthen documentation and support platform and product feature enhancements. The role requires strong analytical capability SQL proficiency and the ability to manage multiple priorities in a fast paced environment.

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

• Reporting & Analytics
  • Develop and maintain recurring reports on fund performance flows peer rankings cost metrics and client behaviors.
  • Conduct market scans competitive benchmarking and client research to identify gaps and opportunities.
  • Build and optimize SQL queries data models and automated reporting pipelines.
  • Conduct deep dive analyses to identify drivers of performance risk exposures client outcomes and operational metrics.
  • Support KPI development and measurement frameworks for wealth products and platforms.
    
    
• Product & Platform Support
  • Partner with Senior Manager and product leads to analyze wealth product gaps competitive positioning and enhancement opportunities.
  • Develop business cases provide recommendations and help with platform feature prioritization.
    
    
• Documentation & Governance
  • Establish and maintain documentation for reporting logic data sources business assumptions and operational procedures.
  • Support compliance and regulatory updates on fund performance and disclosures on public website.
    
    
• Ad Hoc & Cross Functional Work
  • Respond to quick-turn analytics and insight requests from Senior Leadership and cross-functional partners.
  • Support advisor enablement by preparing data-driven insights for training materials playbooks and product knowledge resources.
  • Support advisor enablement by preparing data-driven insights for training materials playbooks and product knowledge resources.
  • Collaborate with Technology and Digital teams to troubleshoot data issues and support platform optimization.
    
    

Do you have the skills that will enable you to succeed in this role Wed love to work with you if you have:

• Undergraduate degree in Business Finance STEM Data/Analytics or related field.
• 35 years in wealth management investments product analytics or similar roles.
• Strong SQL and data manipulation skills.
• Solid understanding of investment products (mutual funds ETFs model portfolios managed solutions SMAs).
• Experience with fund and market research tools (e.g. Morningstar) preferred.
• Strong problem-solving skills and ability to handle ambiguity and shifting priorities with a focus on execution.
• Excellent communication and ability to distill insights for non-technical stakeholders.
  
  

Whats in it for you

• You will be part of a diverse inclusive and purpose driven community of client- obsessed innovators who move fast push boundaries and celebrate big together.
• We are creating something game changing and you get to make your mark on it.
• You will have access to thousands of online and in person learning experiences at your fingertips to elevate your career and accelerate your development.
• From competitive benefits to programs that support your wellbeing and financial goals- we invest in you today and in your future.*

*Tangerine employees participate in Scotiabanks 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.