Manager, Analytics and BI

Role overview

Portfolio strategy and insights

• Lead analytics across retail investment portfolios, including GICs, mutual funds, and other managed or term investment products.
• Maintain scorecards and measures for clients, holdings, assets, sales, redemptions, maturities, renewals, product mix, revenue, and retention.
• Analyze investor lifecycle behaviour and segment clients, cohorts, products, funds, risk profiles, channels, and behaviours.
• Assess market, rate, product, pricing, advice, and competitive effects; develop early-warning indicators for maturities, redemption risk, declining contributions, and asset leakage.

Flows, campaigns, and advice measurement

• Analyze flows within and outside the Bank to identify growth sources, competitive inflows, internal movement, leakage, and consolidation opportunities.
• Support maturity and renewal strategies by sizing opportunities, identifying at-risk clients, and measuring outcomes.
• Support opportunity sizing, audience selection, test design, and measurement for acquisition, contribution, renewal, retention, and cross-sell initiatives.
• Evaluate campaign, offer, and advice outcomes, separating incremental impact from market movement and normal client behaviour; improve targeting, funnel measurement, attribution, and client experience.

Reporting and business partnership

• Deliver recurring portfolio reporting, executive updates, deep dives, and ad hoc analysis explaining performance drivers, risks, opportunities, and actions.
• Partner with Finance and Product to assess income, costs, profitability, forecasts, and financial impacts.
• Monitor interest-rate, market, competitive, regulatory, and industry trends and assess their implications.
• Establish consistent definitions, data sources, and reporting standards; manage multiple initiatives and deliverables with transparent timelines and trade-offs.

Risk, controls, and data quality

• Use analytics to improve client outcomes, deepen relationships, and support responsible asset growth.
• Ensure recommendations consider suitability, risk appetite, privacy expectations, policies, and control requirements.
• Maintain documentation, validation, evidence, stakeholder sign-offs, and audit-related support.
• Identify data quality, methodology, tagging, or process gaps and work with partners on remediation.

Requirements

• Experience or capability to lead analytics across retail investment portfolios, including GICs, mutual funds, and other managed or term investment products.
• Ability to define and maintain portfolio scorecards and measures for assets, sales, redemptions, maturities, renewals, revenue, and retention.
• Ability to analyze investor lifecycle behaviour and segment clients, products, channels, and risk profiles.
• Ability to assess financial, market, product, pricing, and competitive drivers of portfolio outcomes.
• Ability to develop forward-looking indicators for maturities, redemption risk, declining contributions, and asset leakage.
• Ability to measure campaign, offer, advice, acquisition, renewal, and retention outcomes, including incremental impact.
• Ability to communicate insights through recurring reporting, executive updates, deep dives, and ad hoc analysis.
• Ability to partner with Finance, Product, Marketing, Advice, Digital, Risk, Operations, and data and technology teams.
• Ability to manage multiple initiatives and deliverables while maintaining documentation, validation, and reliable reporting standards.
• Recommendations must account for suitability, risk appetite, privacy expectations, policies, and control requirements.