Senior Associate, Research Analytics & Institutional Client Strategy

Requisition ID: 174805

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

About The Team

At Scotiabank, research is a key driver of our Global Equity platform. We specialize in the Canadian market, and we also supply targeted international research covering the United States and Latin America. Our top-ranked teams generate value-added equity ideas and themed publications. As well, we are constantly looking for ways to bring new products to market and provide clients with valuable research ideas and insights. Our products include daily company-specific investment views, monthly and quarterly sector updates, in-depth fundamental research reports, portfolio analysis and recommendations, and equity strategy commentary.

Position Highlights

The Research Client Services Team (RCST) is responsible for supporting the Equity Research department by providing valuable internal analytical insights to management and research analysts for strategic decision-making and ensuring adherence to compliance requirements of the MiFID II regulation. As a member of the RCST, this position will assist in maintaining and developing the internal analytics capabilities of the team. This position will also assist with the administration of client research agreements and work closely with research analysts, senior management, and compliance teams as part of the overall MiFID II compliance framework.

Is this role right for you?

• Respond to internal and external inquiries on the research product and agreements
• Liaise with other internal analytics teams to ensure data accuracy and consistency across the firm
• Issue invoices for research clients and track payments with internal Finance teams
• Create analysis and reporting tools on an ad hoc basis to support internal data and analytical requests
• Understand and incorporate technology best practices with a primary focus on .NET and SQL
• Analyze client accounts to identify outreach opportunities and gauge account profitability
• Create and maintain dashboards and reports that can be leveraged by users to find insights
• Diligently perform quality assurance and assess operational and reputation risk
• Collaborate with stakeholders to ensure effective use of reporting and analysis, and provide support, if needed
• Produce periodical analytical summary reports for the Research Management team
• Understand business processes to analyze, interpret, and advise staff on analytical findings
• Monitor and analyze buyside client consumption of the research product
• Work with Research Analysts to improve the format and delivery of their product

We'd Love To Work With You If You Have

Do you have the skills that will enable you to succeed in this role.

• Working knowledge of Angular and Python would be an asset
• Ability to produce meaningful results from data
• Ability to work collaboratively within a cross functional team environment
• Technical mindset with an undergraduate degree in Computer Science or Engineering is required
• Attention to detail and time management skills
• Proven experience consolidating and analyzing different data sources
• Ability to succeed in a dynamic and fast-paced environment
• Proven experience in SQL and .NET is required
• Strong problem-solving and analytical skills
• Excellent command of Microsoft Office, with an emphasis on Excel is required
• Excellent written and verbal communication skills

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.