Coalition Greenwich is a division of CRISIL, a $5bn market cap global analytics company majority owned by S&P; Global.

Coalition

Greenwich builds analytics and business intelligence products that are integral to how the world's largest corporate and investment banks and fintechs measure, plan and improve their businesses. Our customers include all of the largest financial institutions, and we are the market leader in our space. By maintaining a portfolio of products across customer, advisor, and industry-level perspectives, PriceMetrix empowers financial advisors and their firms to enhance their client experience and effectively drive business growth - delivered via either scalable software solutions or bespoke executive analytics.

You will manage the operation, analysis, delivery, and strategy of one of our proprietary products - our Wealth Management performance diagnostic in US and Canada. In this role, you'll work with external clients to confirm participation, collect data, assess performance, and present to client executive leadership (head of wealth strategy, CFO, CEO, etc.) You will work with a team of analysts to manage complex data sets, conduct primary research, produce benchmarks, craft presentations, build industry knowledge,



and develop wealth management expertise that help solve client challenges with real impact. You will leverage strong analytical, project management, storyboarding, business and communication skills to be successful.

We operate within a collaborative team setting where you'll work closely with intelligent, engaging colleagues who are committed to delivering exceptional performance. 5-7 years of data analysis experience in using complex datasets, online research, and/or performance benchmarks to drive and deliver insightful output The ability to communicate complex ideas effectively - both verbally and in writing The ability to work independently, manage multiple projects simultaneously, and meet deadlines within a high energy, fast-paced and evolving environment Expertise in using Excel and PowerPoint, with knowledge of visualization software (e.g. Tableau, PowerBI) or analytical tools (e.g. VBA, SQL) a plus A competitive base salary and variable annual bonus.

A flexible hybrid working policy. Most people come into the office 2-3 days/week. 25 days annual leave, plus 4 wellness days and public holidays An annual personal development allowance An office walking distance to Union Station #

📌 Research Data Coordinator (Toronto)
🏢 CIM
📍 Toronto