Performance Insights Analyst

Socket.dev; Edmonton; Hybrid; CAD 85,000 - 105,000; Full time

Job summary

ATB Financial is seeking a Performance Insights Analyst to turn data into actionable insights for sales analytics, client intelligence and business performance. You will partner with senior analysts and stakeholders to drive growth and smarter decision-making across ATB Wealth and related business units.

Ideal candidates hold a quantitative degree and 4+ years of data analysis experience, with fluency in SQL and data-visualization tools like Tableau or Power BI.

Qualifications

• Degree in Business, Economics, Statistics, Data Science or a similar quantitative field.
• Minimum four years of relevant experience (data analysis, insights development, etc.).
• Fluency with SQL and data visualization software such as Tableau or Power BI.
• Experience working with large, complex data sets and databases.
• Knowledge of the wealth management or investment industry preferred.
• Strong interpersonal and communication skills with the ability to present to a variety of audiences.
• Growth mindset with a strong sense of curiosity.

Responsibilities

• Develop and deliver data-driven insights, analytics, and reports identifying opportunities for performance, growth, and efficiencies within advisory leadership and their supporting teams.
• Explore data to create net-new deliverables in support of ATB’s growth strategy.
• Collaborate with and assist senior team members in supporting major projects and complex initiatives with impacts across the organization.
• Manage, maintain, and deepen stakeholder relationships, acting as a trusted advisor and resource to build deep partnerships.
• Develop narratives to effectively communicate key findings to partners in the business, including presentations and papers.
• Partner with insights professionals and key stakeholders across the organization, with a specific focus on performance analytics and sales analytics.
• Support our strategic programs team with insights that drive strategic initiatives, as well as building out the metrics and KPIs to track program success.
• Monitor and analyze existing reporting to identify trends and ensure quality of information delivery to relevant users in the business.

Skills

SQL

Tableau

Power BI

Stakeholder comms

Data storytelling

Growth mindset

Education

Quantitative degree

Tools

Data warehouses

Job description

At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID).

Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care, high-performance culture, upheld by the three commitments we make to our team members:

Impact in action: No matter where you are in the organization, you're empowered to make an impact in the lives of our clients and communities.

Thrive together: We want you—the unique, authentic you—to feel safe and celebrated at work. We're on a continuous journey to build the most flexible and inclusive programs.

Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.

About the role

Please note: This is a temporary 16 month term opportunity.

This position has a hybrid work arrangement. On average, this means 1 day on-site per week. Please note that this is subject to change due to business priorities.

As ATB’s next Performance Insights Analyst, you will play a key role in bringing data-driven insights to life for our partners and stakeholders, supporting our north star of making it possible for our clients. This role will support sales analytics, client intelligence, and business performance functions, partnering with senior analysts and insights experts on the team to produce actionable insights that drive change and decision making in the organization. Your proactive mindset, strong communication skills, and ability to translate complex concepts into understandable narratives will help build deep relationships with stakeholders and identify opportunities for the business to grow. The Performance Insights Analyst takes data to the next level of effectiveness, ensuring the business gets the right information it needs to make the right decisions at the right time. This role will join the Strategic Insights & Analytics team which provides broad data insights, analytics, and market intelligence to stakeholders within ATB Wealth and partners across the business.

Accountabilities

• Develop and deliver data-driven insights, analytics, and reports identifying opportunities for performance, growth, and efficiencies within advisory leadership and their supporting teams.
• Explore data to create net-new deliverables in support of ATB’s growth strategy.
• Collaborate with and assist senior team members in supporting major projects and complex initiatives with impacts across the organization.
• Manage, maintain, and deepen stakeholder relationships, acting as a trusted advisor and resource to build deep partnerships.
• Develop narratives to effectively communicate key findings to partners in the business, including presentations and papers.
• Partner with insights professionals and key stakeholders across the organization, with a specific focus on performance analytics and sales analytics.
• Support our strategic programs team with insights that drive strategic initiatives, as well as building out the metrics and KPIs to track program success.
• Monitor and analyze existing reporting to identify trends and ensure quality of information delivery to relevant users in the business.

Skills, experience & requirements

• Degree in Business, Economics, Statistics, Data Science or a similar quantitative field.
• Minimum four years of relevant experience (data analysis, insights development, etc.).
• Fluency with SQL and data visualization software such as Tableau or Power BI.
• Experience working with large, complex data sets and databases.
• Knowledge of the wealth management or investment industry preferred.
• Strong interpersonal and communication skills with the ability to present to a variety of audiences.
• Growth mindset with a strong sense of curiosity.

Don’t meet all the requirements on the list?
A resume only goes so far in expressing who you are and the unique perspectives you bring. If you believe your skills and experience align with the role—but you might not check all the boxes,we want to hear from you. We encourage candidates from all work backgrounds, equity-seeking communities and experience levels to apply. If you’re seeking a career where your drive, perspective and growth are celebrated, we want to hear from you.

We’re dedicated to building a workforce reflective of those within our communities, and a culture where our team members are equipped with what they need to succeed- their way. Part of creating an inclusive workplace is recognizing our role in advancing Truth and Reconciliation. We are committed to meeting and exceeding the standards set out in the Partnership Accreditation in Indigenous Relations program created by the Canadian Council for Aboriginal Business.

Stay in touch
We’re excited that you’re interested in a career with ATB. Follow us on LinkedIn, Facebook and Instagram to learn more about what our team is up to.