Data Analyst, COO Transformation Portfolio Management

RBC; Vancouver; On-site; CAD 70,000 - 90,000; Full time

Job summary

A major financial institution in Vancouver is seeking a Data Analyst to enhance portfolio reporting through dashboard solutions and data visualizations. The ideal candidate will help automate data gathering and provide insights to improve operational efficiency. This is a full-time position with a collaborative team, focused on making impactful decisions based on data analysis.

Benefits

Dynamic and collaborative work environment

Opportunity for professional growth

Qualifications

• Confident and strong communicator with logical reasoning.
• Experience in data analysis and productivity tools.
• Ability to work with large data sets to derive insights.

Responsibilities

• Build understanding of Personal Banking businesses and data visualization tools.
• Produce reliable reporting and dashboard solutions.
• Identify opportunities to automate and simplify data gathering.

Skills

Data analysis

Communication

Critical thinking

SQL

Python

Excel

Tableau

Power BI

Tools

Planview

PowerPoint

Job description

Overview

What is the opportunity?

The Personal Banking Portfolio & Performance Management team helps the Operating Committee make decisions and align resources within the financial plan to drive connections between strategy, investment & delivery. This role expands the team with a Data Analyst who will enhance portfolio reporting through dashboard solutions, data visualizations, and improvements to Planview. You will help identify opportunities to automate and simplify data gathering and derive insights from metrics, as well as determine potential areas of cost savings and operational efficiency.

Responsibilities

• Build understanding of the Personal Banking businesses, concepts across project/portfolio management and business metrics, and technical capabilities in productivity and data visualization tools (Planview, Excel, PowerPoint, Tableau, Power BI).
• Deliver iterative and scalable reports based on available information and data sources.
• Produce reliable and accurate reporting and dashboard solutions (incl. portfolio financial reporting) which bring immediate and long-term value for stakeholders.
• Provide administration for Personal Banking’s project management tools (Planview) and productivity tools (Tableau).
• Perform data quality assessments of project portfolio data in Planview.
• Identify opportunities to simplify and automate data gathering, aggregate and drive insights from metrics and determine potential areas of cost savings and operational efficiency.
• Develop new automated solutions to improve productivity and efficiency by bringing best practices within RBC and other organizations.
• Work as part of a small team with a collective goal to drive business value.
• Proactively add value by solving business problems through data visualization, analytics, and insight development.
• Enable senior leadership to make informed decisions by providing relevant data and insights.
• Monitor project spend against funding allocation, manage cross-functional stakeholder relationships and drive transparency within the portfolio.

Qualifications

Must have:

• Confident and strong communicator with logical reasoning and critical thinking.
• A curiosity to go “behind the curtain” to learn the problem and offer solutions.
• Experience in data analysis and demonstrated use of productivity tools (PowerPoint, Excel) and data visualization tools (Tableau, Power BI).
• Understanding of programming languages SQL, Python, writing macros to support data integrations from various sources and drive visualization.
• Ability to work with large data sets and synthesize to drive meaningful insights.

Nice to have:

• Planview experience.
• Intermediate technical skills (writing macros / coding / database development), understanding of Power BI a plus.
• 2 to 3 years of experience in project/portfolio management with financial background.
• 1 to 2 years of experience in stakeholder management.

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• Ability to make a difference and lasting impact.
• Work in a dynamic, collaborative, progressive, and high-performing team.
• Opportunities to do challenging work.

Job Details

Address: 885 GEORGIA ST W, VANCOUVER

City: Vancouver

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-11-03

Application Deadline: 2025-11-17

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. We strive to deliver a workplace based on respect, belonging and opportunity for all.