Senior Manager - Performance Reporting and Portfolio Management

Mindlance; Toronto; On-site; CAD 90,000 - 120,000; Full time

Job summary

A financial services firm in Toronto is seeking a Senior Manager to oversee performance reporting and portfolio management. The ideal candidate has over 5 years of experience in banking and is proficient in data analysis and advanced Excel. Responsibilities include generating insights from performance data and collaborating with cross-functional teams to drive product strategies. A commitment to a proactive growth mindset is essential.

Qualifications

• 5+ years of experience in banking or financial services.
• Strong proficiency with Advanced Excel, including modeling and pivot tables.
• Strong forecasting and analytical abilities.

Responsibilities

• Analyze performance data to provide actionable insights on product outcomes.
• Generate business reporting highlighting ongoing performance and portfolio health.
• Develop strategies for product pricing evolution and monetization.

Skills

Data analysis

Business reporting

Financial services knowledge

Advanced Excel

Financial modeling

Effective storytelling

Education

Undergraduate degree in Business Economics, Statistics, Mathematics, Accounting or Finance

Tools

Tableau

MS PowerPoint

Excel

Job description

Overview

Job Title: Senior Manager - Performance Reporting and Portfolio Management
Location: Toronto, ON (Onsite)
Duration: 12+ Months

Responsibilities

• Gather and analyze performance data across liquidity management products (e.g., Interest Bearing, Administered, Term products) to identify trends, anomalies, and opportunities, and provide actionable insights to enhance product and portfolio outcomes. Develop strategies with product teams to enhance existing product and business reporting to support growth and innovation.
• Generate business reporting and insights to highlight ongoing performance and portfolio health through the Commercial Banking Objectives and Key Results (OKRs), and standardized recurring reports including Quarterly Business Reviews (QBRs) for senior executives. Identify priority focus areas, recommend opportunities, and implement changes to execute Commercial Banking multi-year goals and 2030 objectives.
• Develop strategies to drive product pricing evolution and monetization to simplify and enhance pricing structures and models. Collaborate with product, Finance, and others to develop modeling approaches and leverage analysis to formulate recommended pricing enhancements across solutions.
• Manage stakeholders and relationships across Commercial Banking, Finance, and others to inform and support ongoing value through reporting and insights.
• Proactively monitor, analyze and report on business financials (revenues, volumes, client insights, market and competitive information) including detailed ongoing reporting across key products.
• Research and report on Commercial Banking deposit market share, revenues, and competitive positioning among all banks in Canada.
• Partner with product managers, sales teams, and data teams to gather and present product and client data and insights from multiple sources to support product strategies and grow client adoption and revenues.
• Create product-level dashboards and reports including KPIs using tools such as Tableau, MS PowerPoint, Excel, and others.
• Support annual planning and prioritization of OKR and Business Performance planning including revenues, NIE, and related metrics.

Must Have Skills

• 5+ years of experience in banking or financial services with understanding of business and financial reporting, data analysis, and business management.
• Undergraduate degree in Business Economics, Statistics, Mathematics, Accounting or Finance.
• Strong proficiency with Advanced Excel (including modelling, charts, pivot tables), advanced PowerPoint, Word, Tableau.
• Strong forecasting and analytical abilities with the capacity to leverage data-driven insights to develop actionable and forward-looking business strategies.
• Effective storytelling skills – written and verbal, with attention to detail in preparing reporting and summaries for product teams and senior/executive leadership.
• A Growth Mindset – current with emerging trends, embraces new data to generate impactful insights, proactive and inquisitive mindset, continuously seeking opportunities and the reasons behind data trends to improve processes.

Nice to have Skills

• Experience in Financial or Management reporting.
• Experience performing variance analysis.
• Familiarity with statistical techniques such as regression analysis, clustering.
• Knowledge of Commercial Banking – liquidity management products and services.

Mindlance is an equal opportunity employer. We are committed to inclusive, equitable, barrier-free recruitment and selection processes, and a work environment in accordance with the Accessibility for Ontarians with Disabilities Act (AODA). We will be happy to work with applicants requesting accommodation at any stage of the hiring process.