Investment Reporting Analyst

Scotiabank; Toronto; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading bank in the Americas is seeking an Investment Reporting Analyst in Toronto. This role requires generating executive-level reports, conducting quantitative analysis, and maintaining strong knowledge of investment products. Candidates should have a relevant degree, experience, and advanced Excel skills to thrive in this dynamic environment.

Qualifications

• 2+ years of experience in a similar field.
• Completion of Canadian Securities Course considered an asset.
• Completion or pursuit of designations like CFA/CIPM/FRM is advantageous.

Responsibilities

• Generate key executive level reports for investment oversight.
• Perform ad hoc research on competitive products.
• Monitor sales and redemption activity.

Skills

Analytical skills

Detail-oriented

Time-management skills

Proactive

Education

Bachelor’s degree in Mathematics, Commerce, Finance or Economics

Tools

Microsoft Excel

Morningstar Direct

Crystal Reports

Job description

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Requisition ID: 226128

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

As the Investment Reporting Analyst, you will be responsible for responding to requests for qualitative and quantitative research pieces on products of all the assets under management for Scotiabank’s Canadian Asset Management arm. You will be part of a team of professionals that work in a coordinated fashion in order to meet tight deadlines with quality work.

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

• Developing and maintaining a strong working knowledge of Dynamic and Scotia products and competitor products, while keeping abreast of industry developments that may impact Dynamic;
• Generating key executive level reports to support the investment oversight and governance framework;
• Develop strong working relationships with other cross-functional teams such as performance, oversight, product management and risk teams;
• Performing Ad hoc research regarding competitive product features and performance;
• Assisting in maintaining new product sales statistics;
• Producing performance reports that include value-added analyses of returns, attribution, style, risk, added value and portfolio characteristics for internally managed portfolios and for portfolios managed by external sub-advisors;
• Recommend and implement continuous improvements to the efficiency, timing and reliability of reporting processes;
• Reviewing quality and accuracy of product information in marketing reference guides and online material;
• Updating of monthly and quarterly investment analytics reports through the generation and maintenance of raw data files;
• Writes commentaries and assembles the internal PM performance review packages;
• Acting as a support to the company’s research activities as requested;
• Vetting and Generating Client Reporting;
• Monitoring of sales and redemption activity;
• Assisting in requests from Sales, Marketing, Product Management & Development departments;
• Monitoring changes and maintaining database of industry developments;
• Responding to requests for qualitative and quantitative research pieces on products, industry trends, investment personnel, and other related topics;
• Performing other projects as required.

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 an analytical discipline such as Mathematics, Commerce, Finance or Economics an asset;
• 2+ years of experience in the same or similar field is a must;
• Advanced Microsoft Office capabilities, particularly Excel, is a must;
• Strong knowledge of software platforms such as Morningstar Direct and Crystal Reports is essential;
• Completion of or working towards designations such as CFA/CIPM/FRM considered an asset;
• Proactive, self-starter – ability to run with a project and see it through to completion;
• Detail-oriented with strong time-management skills;
• Ability to work independently and as part of a small team;
• Completion of Canadian Securities Course;
• Able to manage competing priorities and tight deadlines.

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.