Investment Portfolio Analytics Manager (Toronto)

Investment Portfolio Analytics Manager (Toronto)

25 Oct
|
Scotiabank
|
Toronto

25 Oct

Scotiabank

Toronto

Lead investment portfolio analytics in Toronto with SQL, Python, BigQuery, and Power BI or Tableau. Turn investor data into measurable growth insights.

Scotiabank seeks a Manager, Analytics and BI supporting the Investment portfolio within Deposits and Investments. You will analyze client, account, holding, transaction, maturity, campaign, market, and financial data. Your work will guide asset growth, retention, reinvestment, and deeper client relationships. Partner across Product, Finance, Marketing, Advice and Distribution, Digital, Risk, Operations, and data teams.

Key Responsibilities: Lead analytics across GIC, mutual fund, managed, and term products

Maintain scorecards covering assets, sales, maturities, revenue, and retention

Analyze investor lifecycle behaviour, switching, withdrawals, and attrition





Develop early-warning views for maturities, redemptions, and asset leakage

Deliver executive reporting, deep dives, and actionable recommendations

Requirements: Bachelor’s degree in a related quantitative, business, or finance field

Four or more years in analytics, finance, or related disciplines

Proficiency with GCP, BigQuery, SQL, Python, SAS or R

Experience using Power BI or Tableau and Excel

Location at 44 King St W, Toronto

Apply investment analytics, portfolio measurement, and stakeholder leadership to support Scotiabank’s asset growth and client retention priorities.

📌 Investment Portfolio Analytics Manager (Toronto)
🏢 Scotiabank
📍 Toronto

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