Strategic Performance Insights Analyst

ATB; Calgary; Hybrid; CAD 85,000 - 120,000; Full time

Job summary

ATB Financial in Calgary seeks a Performance Insights Analyst on a 16-month term to turn data into actionable insights for sales and client analytics. You’ll partner with senior analysts to support growth and improve decision making across the organization.

Ideal candidates have a quantitative degree, 4+ years in data analysis, and fluency with SQL plus Tableau or Power BI. Strong communication and stakeholder management are essential.

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

Data visualization

Stakeholder comms

Analytical thinking

Education

Degree in Business/Economics/Statistics/Data Science

Tools

SQL

Tableau

Power BI

Job description

ATB Financial in Calgary seeks a Performance Insights Analyst on a 16-month term to turn data into actionable insights for sales and client analytics. You’ll partner with senior analysts to support growth and improve decision making across the organization.

Ideal candidates have a quantitative degree, 4+ years in data analysis, and fluency with SQL plus Tableau or Power BI. Strong communication and stakeholder management are essential.