Business Analyst, Assistant Vice President (Toronto)

Business Analyst, Assistant Vice President (Toronto)

03 Nov
|
State Street
|
Toronto

03 Nov

State Street

Toronto

The Business Analyst, AVP has responsibility to support the Canada CEO and head of Canada Relationship Management (RM) by: building and maintaining executive reporting and presentations, overseeing and maintaining Salesforce, providing governance over strategic initiatives and sales pipeline, supporting the relationship management team, performing ad hoc analyses, and ensuring Finance forecasts are accurate. Work with various stakeholders, including Canada senior management and sales and RM teams, to gather inputs to build executive reporting. Work with Canada senior management to prepare PowerPoint presentations on a regular and ad hoc basis, including SSTCC Canadian legal entity board strategy reporting. Salesforce. Manage all Canada entries into Salesforce, ensuring owners are making inputs in a proper and timely manner. Work with Canada senior management to define, document, and govern key strategic initiatives. Includes maintaining a detailed inventory of initiatives by gathering updates from owners. Also provide governance over the Sales pipeline and Client Health Portal through regular governance meetings with Canada RMs and Sales teams. Analysis. Perform regular analyses, including client pricing and benchmarking, market share calculations and revenue/asset trends. Also perform ad hoc analyses as required by Canada senior management. Be an SME and product champion for Salesforce in Canada, and providing coaching/training to Canada users as required. Proactive in creating/updating Salesforce best practices, and exploring ways to automate Salesforce reporting to save time. Participate in working groups with stakeholders, owners, and developers of Salesforce and Client Health Portal to share user feedback and recommend improvements.



Responsible for identifying any unusual or potentially suspicious activity and must report and/or escal… in accordance with corporate policy and guidelines detailed in relevant procedures. Non-responsiveness and/or continued neglect in providing updates to Salesforce or key initiatives. Business degree plus a minimum of 6 to 7 years related experience. Proficient with Microsoft Office suite, especially Excel and PowerPoint. Good Knowledge with Salesforce. Working knowledge of State Street internal systems is an asset. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life,



paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. As an Equal Prospect Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

📌 Business Analyst, Assistant Vice President (Toronto)
🏢 State Street
📍 Toronto

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