Manager, Portfolio Monitoring - Data And Reporting

Scotiabank; Canada; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading financial institution is seeking a Manager for Data and Reporting to develop automated reporting solutions in Toronto. This role involves collaboration with various stakeholders to enhance reporting effectiveness and support regulatory compliance. The ideal candidate should possess over three years of relevant experience, proficiency in Power BI, SQL, and Python, and a background in financial institutions. A collaborative, inclusive work environment with competitive rewards is offered.

Benefits

Comprehensive health benefits

Opportunities for professional growth

Bonus and profit sharing

Qualifications

• Minimum three years of relevant experience.
• Background in mathematics, IT, or financial engineering.
• Proficiency in reporting tools such as Power BI and Tableau.

Responsibilities

• Develop and maintain automated regional reports for GRM.
• Support strategies that enhance reporting effectiveness.
• Collaborate with subsidiaries for reporting automation opportunities.

Skills

Power BI

Tableau

SQL

Python (Pandas, NumPy, Seaborn)

Bilingual in Spanish and English

Job description

Requisition ID: #

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

Role Overview

The Manager, Data and Reporting will collaborate with the Global Risk Management (GRM) Portfolio Monitoring team and stakeholders to develop and maintain standardized regional automated reporting solutions. This role requires a project-oriented mindset with attention to detail, engaging with technical and non-technical stakeholders to ensure scalable solutions that drive business impact.

Responsibilities

1. Develop and maintain automated regional reports supporting GRM LATAM, IB Special Accounts Management, and Wealth Management teams’ Portfolio Monitoring activities.
2. Support strategies to enhance reporting effectiveness and quality for decision-making, portfolio management, and regulatory compliance.
3. Strengthen the Risk data and Portfolio Monitoring team by benchmarking global standards and promoting standardization across countries.
4. Improve reporting capabilities by enhancing analytical programs, migrating reports to common platforms, and enabling self-service and ad hoc reports.
5. Collaborate with IB subsidiaries to identify automation and digitization opportunities in reporting, leveraging Toronto office expertise.
6. Assist in data gathering and extraction for quality assurance and reporting activities for GRM LATAM.
7. Utilize policies, processes, and technology to maximize profitability while adhering to the Bank’s strategy and risk appetite.
8. Foster a customer-focused culture to strengthen relationships and leverage broader Bank resources.
9. Create an environment promoting operational efficiency, compliance, and risk management in line with Scotiabank’s values and regulations.

Qualifications

1. Minimum three years of relevant experience, preferably in financial institutions.
2. Background in mathematics, IT, or financial engineering is preferred.
3. Proficiency in Power BI and Tableau is required.
4. Experience with SQL and Python (Pandas, NumPy, Seaborn) is required.
5. Bilingual in Spanish and English is an asset.

Benefits

• Inclusive, collaborative environment valuing curiosity, ownership, and innovation.
• Opportunities for professional growth and internal training.
• Competitive rewards including salary, bonus, pension, profit sharing, and comprehensive health benefits.

Location

Toronto, Ontario, Canada

Scotiabank is committed to diversity and inclusion. Accommodation requests during recruitment are welcomed. Only shortlisted candidates will be contacted.