Associate Director, Client Insights and Analytics, Global Banking and Markets

Scotiabank; Toronto; On-site; CAD 90,000 - 130,000; Full time

Job summary

Scotiabank is seeking an Associate Director to join their Client Insights & Analytics team within Global Banking and Markets. This role is pivotal in driving business strategies and improvements through data analytics, supporting various business functions. The ideal candidate will have a strong background in financial services, expertise in quantitative analysis, and the ability to manage multiple stakeholders effectively.

Benefits

Flexible benefit programs for holistic well-being

Empowerment to reach full potential

Qualifications

• 5+ years of experience in financial services, consulting, strategy, or analytics roles.
• Self-starter with strong quantitative judgment and analytical skills.
• Experience designing and delivering reporting using business intelligence tools.

Responsibilities

• Lead business analyst activities related to Credit and Deal lifecycle process improvement & analytics.
• Collaborates with internal stakeholders to enable more efficient processes.
• Responsible for GBM Portfolio Management analytics supporting balance sheet optimization.

Skills

Quantitative Judgment

Analytical Skills

Problem-Solving Skills

Communication Skills

Organizational Skills

Education

Post-secondary degree in business, economics, math, or computer science

CFA / CPA or equivalent designation

Tools

Tableau

Power BI

Salesforce

Excel

PowerPoint

Job description

Requisition ID: 228071

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Global Banking and Markets

Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years. Scotiabank’s strong U.S. presence provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world.

Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our products include debt and equity financing, mergers & acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious & metals. We also cross-sell the full range of wholesale products and services offered by the Scotiabank Group.

Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for our clients across industries!

We work together to drive ambition for every future!

Purpose
The Client Insights & Analytics team exists to support data driven decision making within the Global Banking and Markets division.

The mandate of the team is to:

• Increase Scotiabank’s relevance with corporate and institutional clients
• Develop client strategies in partnership with GBM business lines and drive execution through data analytics
• Leverage internal and external client data to facilitate opportunity identification
• Support the monitoring of financial performance against plans, initiatives and objectives
• Define and deliver CRM software enhancements that drive business value
• Liaise with business, credit, and technology stakeholders to enhance GBM’s Credit and Client forecasting tools and workflows.

In this role, the Associate Director will work closely with the Corporate and Investment Banking (CIB) Management, GBM COO, and designated business leaders to assist with the design, development, and execution of GBM Strategy and Process.

The Associate Director will be responsible for driving initiatives related to business-line and client strategy across two primary functions: (1) Business Analysis and Process Improvement within GBM’s Credit and Client forecasting tools, (2) Reporting and Analytics

In addition to supporting strategic initiatives, the Associate Director will be responsible for day-to-day GBM Portfolio Management support, regarding data, analytics, and reporting.

What You’ll Do:

• Lead business analyst activities related to Credit and Deal lifecycle process improvement & analytics.
• Responsible for leading Business Requirements, Process, & Workflow design.
• Partners with internal technology team to design and deliver platform enhancements.
• Supports change management initiatives as new operational processes and strategies are introduced.
• Thinks creatively to address ambiguous situations and find solutions to non-routine problems.
• Collaborates with internal stakeholders (Front Office, GBM COO, Global Wholesale Technology, Onboarding, GRM) to enable more efficient processes, enhanced data availability and/or analytics.
• Responsible for GBM Portfolio Management analytics supporting balance sheet optimization.
• Consolidates information to create reporting using business intelligence tools (Tableau, Power BI).
• Supports ad hoc analysis requests as required.

What You'll Bring:

• 5+ years of relevant experience in financial services, consulting, strategy, or analytics roles.
• Post-secondary degree in business, economics, math, computer science or a related field of study.
• CFA / CPA or equivalent designation preferred.
• In-depth knowledge of wholesale banking products, with a focus on corporate lending & investment banking.
• Self-starter with strong quantitative judgment and analytical skills.
• High level of proficiency managing large data sets.
• Experience designing and delivering reporting using Tableau / Power BI / Salesforce.
• Advanced Excel (Pivot Tables, Nested Formulas, Charting) and PowerPoint.
• Proven ability to interpret data, spot patterns, anomalies, and opportunities.
• Previous experience presenting to senior executives and creating supporting materials.
• Able to manage multiple stakeholders and form cross-functional partnerships.
• Refined verbal and written communication skills.
• Well-developed problem-solving and organizational skills.
• Able to manage multiple time-sensitive projects simultaneously.

#LI-Onsite #GBM2025

Interested?

If your experience is closely related but doesn’t align perfectly with every qualification, we do encourage you to apply - you might be the right candidate for this or other roles at Scotiabank!

At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That’s why we work to grow and diversify talent and engage employees in a performance-oriented culture.

What's in it for you?

Scotiabank wants you to be able to bring your best self to work – and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs.

Location(s): Canada : Ontario : Toronto

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

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. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. 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.