Manager, Portfolio Monitoring - Data and Reporting

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

Job summary

A leading financial institution in Toronto is seeking a Manager, Data and Reporting to develop automated reporting solutions and enhance data capabilities. The ideal candidate will have experience in financial institutions, proficiency in BI tools like Power BI and Tableau, and a background in SQL and Python. This role offers a collaborative environment with strong career development opportunities and a comprehensive benefits package.

Benefits

Competitive salary

Performance bonus

Medical, vision and dental benefits

Paid vacation and personal days

Professional development opportunities

Qualifications

• Minimum of three years of progressive, relevant experience, preferably within financial institutions.
• Proficiency in Business Intelligence tools (Power BI and Tableau).
• Experience with SQL.
• Knowledge of Python (Pandas, NumPy, Seaborn).

Responsibilities

• Develop and maintain automated regional reports for GRM and other teams.
• Support strategies for effective reporting and decision-making.
• Enhance reporting capabilities through improved analytical programs and common platforms.
• Collaborate with IB subsidiaries to identify automation opportunities.
• Assist in data gathering for quality assurance and reporting activities.

Skills

Business Intelligence tools (Power BI, Tableau)

SQL

Python (Pandas, NumPy, Seaborn)

Bilingual (Spanish and English)

Education

Technical background in mathematics, information technology, or financial engineering

Job description

Requisition ID: 231620

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

The Manager, Data and Reporting will collaborate with the Global Risk Management (GRM) Portfolio Monitoring team and its stakeholders to identify and implement the construction and maintenance of specific standardized regional automated reporting solutions. This role requires a project-oriented and attention to detail mindset, as it involves engaging with multiple technical and non-technical stakeholders to ensure solutions are scalable and drive business impact.

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

• Develop and maintain automated regional reports to support GRM LATAM, IB Special Accounts Management, and Wealth Management teams’ Portfolio Monitoring activities.

• Support the development and execution of strategies aimed at enhancing the effectiveness and quality of reporting for decision-making, portfolio management and regulatory requirements.

• Assist in strengthening the Risk data and Portfolio Monitoring team by benchmarking global standards and promoting standardization across countries.

• Enhance reporting capabilities by improving analytical programs and migrating reports to common platforms and enabling self-service and ad hoc reports.

• Collaborate with IB subsidiaries to identify opportunities for automation and digitization in reporting, leveraging expertise from the Toronto office to develop effective solutions.

• Assist in data gathering and extraction for Quality assurance activities and ad hoc and recurring reporting activities for GRM LATAM.

• Leverage policies, processes, and technology across the organization to maximize profitability while adhering to the Bank’s strategy and risk appetite.

• Foster a customer-focused culture within the team to strengthen client and stakeholder relationships and leverage broader Bank relationships, systems, and knowledge.

• Create an environment that promotes operational efficiency and effectiveness while adhering to Scotiabank’s Values, Code of Conduct, and Global Sales Principles. Ensure compliance with operational, data governance, regulatory, AML/ATF/sanctions, and conduct risk requirements.

Do you have the skills that will enable you to succeed in this role? We'd love to work with you if you have:

• A minimum of three years of progressive, relevant experience, preferably within financial institutions.
• A technical background in mathematics, information technology, or financial engineering is preferred.
• Proficiency in Business Intelligence tools such as Power BI and Tableau is required.
• Experience with SQL is required.
• Knowledge of Python (Pandas, NumPy, Seaborn) is required.
• Bilingual proficiency in Spanish and English is considered an asset.

What's in it for you?

• We have an inclusive and collaborative work environment that values curiosity & ownership, encourages pragmatic creativity (i.e. true innovation), and celebrates success!
• An inclusive working environment that encourages creativity, curiosity, and celebrates success!
• A rewarding career path with diverse opportunities for professional development
• Internal training to support your growth and enhance your skills
• A competitive rewards package that includes a base salary, a performance bonus, company matching programs on pension and profit sharing, paid vacation, personal & sick days, medical, vision and dental benefits that start from day one and much more!

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.