The Role The Manager, Analytics & BI supports analytics for the Investment portfolio within Deposits & Investments. The role turns client, account, holding, transaction, maturity, campaign, market, and financial data into actionable insights that support asset growth, retention, reinvestment, and deeper client relationships. The incumbent works closely with Product, Finance, Marketing, Advice and Distribution, Digital, Risk, Operations, and data and technology partners to measure performance, understand investor behaviour, identify opportunities, and guide business decisions.

Is this role right for you? - In this role you will:

Lead analytics across retail investment portfolios, including Guaranteed Investment Certificates, mutual funds, and other managed or term investment products, to support asset growth, retention, and stronger client relationships.

Define, maintain, and enhance portfolio scorecards and key performance measures covering clients, holdings, assets under management, net sales, gross sales, redemptions, maturities, renewals, product mix, revenue, and retention.

Analyze investor behaviour across the lifecycle, including initial purchase, contribution patterns, maturity decisions, early redemption, reinvestment, switching, withdrawals, dormancy, and attrition.

Conduct client, cohort, tenure, product, fund, risk-profile, advice-channel, and behavioural segmentation to identify growth opportunities, emerging risks, and priority client groups.

Assess how interest rates, market conditions, product performance, pricing, advice interactions, and competitive activity influence flows, product choice, retention, and profitability.

Develop forward-looking indicators and early-warning views for upcoming maturities, redemption risk,



declining contributions, asset leakage, and changing investor needs.

Flows, Maturity, Campaign & Advice Measurement

Analyze flow of funds within and outside the Bank to identify sources of asset growth, competitive inflows, internal product movement, leakage, and consolidation opportunities.

Support maturity and renewal strategies by sizing upcoming opportunities, identifying clients at risk, and measuring renewal, reinvestment, and retention outcomes. Support prospect sizing, audience selection, test design, and performance measurement for investment acquisition, contribution, renewal, retention, and cross-sell initiatives.

Evaluate campaign, offer, and advice-led outcomes using appropriate comparison approaches, separating incremental impact from market movement and normal client behaviour.

Partner with Product, Marketing, Advice, Digital, and channel teams to improve targeting, funnel measurement, attribution, and client experience.

Reporting, Profitability & Business Partnership

Deliver recurring portfolio reporting, executive updates, deep dives, and ad hoc analysis that clearly explain performance drivers, risks, opportunities, and required actions.

Partner with Finance and Product teams to assess revenue, spread or fee income, cost, profitability, forecasts, and the financial impact of portfolio actions.

Monitor interest-rate,



market, competitive, regulatory, and industry trends and assess their implications for investment flows, client behaviour, and portfolio performance.

Establish consistent definitions, data sources, and reporting standards to create a reliable source of truth across investment products and channels.

Manage and prioritize multiple initiatives, recurring deliverables, and ad hoc requests while maintaining transparency on timelines, trade-offs, and business value.

Champion a client-focused culture and use analytics to improve client outcomes, deepen relationships, and support responsible asset growth.

Ensure analytical recommendations consider suitability, the Bank’s risk appetite, privacy expectations, policies, and control requirements.

Maintain appropriate documentation, validation, and evidence for recurring reporting, methodologies, stakeholder sign-offs, and audit-related requests.

Identify data quality, methodology, tagging, or process gaps and work with data and technology partners to implement practical remediation.

What's in it for you?

Collaborate with Investment Product, Finance, Marketing, Advice and Distribution, Digital, Wealth partners, Risk, Operations, and data and technology teams to support portfolio strategy, asset growth, maturity and retention programs, performance measurement, and executive reporting.

Provide analytical leadership across recurring reporting, strategic initiatives, test-and-learn programs, and urgent business questions.

Do you have the skills that will enable you to succeed in this role? - We'd love to work with you if you have:

Bachelor’s degree in Computer Science, Fi

📌 Manager, Analytics and BI (Winnipeg)
🏢 Scotiabank
📍 Winnipeg