Requisition ID: 231961

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years. Scotiabank’s strong U.S. presence provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world. 

Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our products include debt and equity financing, mergers & acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious & metals. We also cross-sell the full range of wholesale products and services offered by the Scotiabank Group.  

Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for our clients across industries!  We work together to drive ambition for every future! 

Purpose
The Associate, Research Analytics will design, develop, implement, and maintain analytics reports and dashboards that are used by senior management, Research Analysts & other stakeholders for insights & decision-making. 

What You'll Do:

• Design, develop, implement, and maintain various key senior management analytics reports and dashboards in SQL Server, Excel and Power BI according to business requirements to provide complete, timely, accurate information for management and Research Analyst teams.
• Assist in developing enhancements for reporting and data aggregation by improving reporting methodology and identifying streamlining opportunities and redesigning as appropriate.
• Timely analysis and resolution of key data issues and assist with new project initiatives.
• Supporting monthly/quarterly executive and management reporting process by compiling and validating information from various sources. Assisting in data interpretation and analysis.
• Provide key support and technical expertise in data management and validations, report automation and trend analysis; Work with technology teams to identify issues and implement solutions.
• Monitor and analyze internal consumption of research to ensure proper allocation of internal resources
• Responsible for supporting MiFID II reporting and regulatory requirements as needed.
• Manage daily client inquiries about the research product and advisory services pricing. Ensure RSA client retention.
• Perform annual account reviews to gauge client relationship quality; make strategy recommendations to management.
• Process incoming institutional broker votes; ensure votes are correctly entered into the scorecard database.
• Alert sales and research staff to upcoming vote period endings to ensure targeted client outreach.
• Issue research invoices for unbundled client accounts.
• Track payment status and collaborate with global finance teams to ensure clearing of funds.
• Manage refunds/credit notes.
• Provide finance teams with up-to-date research invoice logs for ledger reconciliation.
• Produce periodical analytics packages for Research/Sales desk heads.
• Present to senior management and other stakeholders.
• Respond promptly to ad hoc requests/queries from the management team & other stakeholders.
• Assess information and data and make recommendations & suggestions.

What You'll Bring:

• University degree in business (finance or accounting) or a quantitative field (mathematics or statistics)
• Strong presentation skills
• Advanced MS Excel skills (complex nested functions, VBA, ability to work with large datasets and tables)
• Experience with Power BI or Tableau and open-source programming such as SQL, R or Python
• A deep understanding of capital markets, industry regulations and Scotiabank policies that impact Equity Research, Sales & Trading and other related areas such as investment banking
• Strong understanding of institutional clients and their needs in a post-MIFID world
• Strong understanding of the relationship between buy-side/sell-side/corporates
• Team player who can establish strong relationships with internal stakeholders

Work Arrangement: 
This position is currently an onsite role, with the expectation that you will work at least 4 days a week in the office. Please note that this is subject to change based on the needs of the business.

Interested?

If your experience is closely related but doesn’t align perfectly with every qualification, we do encourage you to apply - you might be the right candidate for this or other roles at Scotiabank!  
 

At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That’s why we work to grow and diversify talent and engage employees in a performance-oriented culture. 

What's in it for you?

Scotiabank wants you to be able to bring your best self to work – and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs. 

Location(s):  Canada : Ontario : Toronto 

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.  

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.