Data Visualization Specialist Jobs

Requisition ID: 171840

Dynamic Funds is a wholly owned subsidiary of Scotiabank, headquartered in Toronto. Dynamic Funds was established as a small investment club in Montreal in 1957, where it was a pioneer in providing professional investment advice to retail investors. Since then, we have evolved to become one of Canada's most recognized wealth management firms. We offer a comprehensive range of products and services, spanning every major sector, geographic region and investment discipline. Our financial solutions include open and closed-end investment funds, fee-based, tax-advantaged and customized high-net-worth programs

Purpose Of Job

The Sr. Business Systems Specialist, Sales Reporting & Analytics is responsible for oversight, maintenance and governance of the different systems used to analyze vast amounts of data from different sources, and deploy interactive, infographic visualizations & dashboards to sales and senior management. The SBSS will provide subject matter expertise to management on opportunities and options for technical solutions to business problems, as well as train and develop the Sales Reporting & Analytics Team to administer system settings, develop front-end user interfaces, and design eye-popping infographic data visualizations. The SBSS will assist the Director in overseeing data governance of Sales Reporting. The SBSS will support new business activities to increase sales quality of output through a digital strategy that encompasses analytics and reporting as well as business process improvement.

Major Accountabilities

• Stay informed of best practice in innovation and data visualization tools, with a focus on generating actionable insights within captivating dashboards and reporting
• Data Governance
• Digital Strategy
• Stay informed of technological trends and their potential application to the business
• Advise the Director on data governance best practices and support implementation
• Act as subject matter expert with Excel, Access, MicroStrategy, SQL, Salesforce, Broadridge, Power BI, Tableau, and Oracle on Demand
• Create a reporting map to identify how existing reports are affected by new products or business lines, and ensure new data is suppressed from reporting as required
• Business Process and Continuous Improvement
• Create and maintain a data dictionary to ensure new data is properly maintained, categorized and linked within existing reporting structures
• Analytics & Reporting
• Work with the Director and Strategic Alliances team to formulate ideas and plans for the creation and use of technology to facilitate business objectives of increasing sales quality of output and operational efficiency
• Create meaningful visualizations to better communicate complicated data analyses
• Develop a structure and process to oversee data integrity in order to properly mine and roll up underlying data for management and sales reporting
• Work with partner departments to identify opportunities for business improvement and develop an appropriate solution for their needs in co-operation with the Sales Reporting & Analytics team
• Perform analyses to find patterns and extract useful insights, predictions or knowledge from large or varying data sets
• Use varying data mining techniques to design and implement analytics and reporting to support various internal partners and products
• Document all existing reports, their purposes, and end users to determine which reports are redundant, out of date, or no longer being used, to decommission them as required
• Responsible for working with the Director to develop and maintain a system of training and developing colleagues within the business unit
• Provide subject matter expertise on systems, solutions, and reports built or supported by the team
• Oversees the development and administration of software tools to identify the need for adding controls to new and existing business processes

Education/Work Experience/Designations

• Experience working in a research and development environment an asset
• Strong knowledge of analytics and statistical tools
• University Degree or equivalent College Diploma
• Advanced knowledge of relational databases (e.g. Microsoft Access, SQL, Progress Results)
• Bilingualism an asset (English and French)
• Minimum of 7 years relevant experience in an analytical or technical role (preferably in the mutual fund / financial services industry)
• Strong project management / product management skills
• Excellent problem-solving and decision-making skills
• Ability to accept challenges and adapt to a changing environment
• Proven experience leading operational projects
• Knowledge of industry systems an asset (i.e. iFast, fundserv, Salesforce, MicroStrategy, Tableau, Power BI, Broadridge)
• Excellent verbal and written communication skills
• Completion of IFIC operations and / or CSC
• Experience in agile methodologies and BPM a strong asset
• Ability to multi-task with conflicting priorities

Location(s): Canada : Ontario : Toronto

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. Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment and selection process, please let us know. We will work with you to provide as seamless a recruitment experience as possible.