- Work closely with business partners to understand client revenue and profitability (NIAT) and inform business decisions driving profitable growth
- Assist with designing and implementing reporting to monitor progress against initiatives across Global Markets
- Simplify and automate existing processes using Tableau and Alteryx
- Support management reporting for Equities, Equities Derivatives, and EQ/Debt Underwriting & Securitization Finance teams
- Perform standard month-end activities
- Streamline Hyperion and source-system bookings to the lowest granularity of business inputs
- Help build regional planning and reporting processes
- Participate in process improvements, data analytics, ad hoc requests, and projects/initiatives
- Work Monday-Friday during standard business hours Requirements - Currently enrolled in an undergraduate degree in Business, Commerce, Finance, Accounting or related field
- Intent to return to school at the end of the work term
- Enrolled or planning to pursue a CPA designation, or committed to pursuing a career in Finance Transformation
- Financial acumen
- Curiosity, innovation, and problem-solving orientation
- Proficiency in Excel and data analysis tools
- Ability to work effectively in teams
- Robust written and verbal communication skills




- Basic understanding of capital markets / financial products preferred
- Proficiency in Office applications and software
- Coding capabilities for process automation/streamlining are an asset
- Applications must include a transcript, cover letter of one letter-sized page or less, and a resume of maximum 2 pages
- Must reside in Canada, the country where the role is located Core Competencies Demonstrates strong financial acumen and proficiency in data analysis tools, with a focus on process automation and reporting in finance. Capable of collaborating effectively within teams while communicating insights clearly to drive business decisions. Highest-signal resume keywords - Financial Acumen
- Proficiency In Excel
- Data Analysis Tools
- Process Automation
- Basic Understanding Of Capital Markets Hard Skills - Data Analysis
- Process Automation
- Reporting Design
- Month-End Activities
- Financial Reporting Soft Skills - Curiosity
- Innovation
- Problem-Solving
- Team Collaboration
- Strong Communication Certifications & Qualifications - CPA Designation Industry Keywords - Global Markets
- Equities
- Equities Derivatives
- Debt Underwriting
- Securitization Finance Tools & Technologies - Tableau
- Alteryx
- Hyperion
- Office Applications

📌 Management Reporting and Financial Advisory Co-op/Intern (Toronto)
🏢 Jobtailor
📍 Toronto