Wealth Ops Analyst I Jobs

Marketing-related certifications, skills, and experiences would be an asset

Support and manage testing plans and provide high quality analysis of campaigns

1+ year of Ad Ops or marketing experience within Programmatic + 1 other area (PPC, Social Media, CRM etc.)

Comprehensive and extended benefits and Health Care Spending Account

Support end-to-end Display Advertising (Programmatic, Social, Paid etc.)

Participate in campaign goal and hierarchy setting

Excellent written and verbal communication skills and interpersonal relationship skills including consultative and relationship management skills

Analyze variables and develop models on different strategic deliverables which may include annual management process cycle

Excellent problem-solving, organizational, analytical and critical thinking skills

Good knowledge and understanding of analytics and sales strategies

Ability to manage competing priorities in a fast paced environment

Identify opportunities for innovations in sales tools, present recommendations, and develop specifications for approved tools

· 5-7 years of relevant experience with increasing responsibilities

· Degree is business or engineering or applicable experience

· Strong professional consulting skills

Business Solutions and Ops Analyst

· Role Supports Business and Product Operations

· Document current state processes using a variety of techniques

• Vendor and PO management experience a plus.

• Assist in understanding and mapping of PO management process.

• Document process improvements. Education Requirements:

• 4+ years of overall work experience in Finance, Accounting, Procurement, or Business Operations.

Contract:6 months contract 100% remote.

• Bachelor's Degree in Finance, Accounting, Economics, or other quantitative fields.

3-4 years of quantitative work experience in marketing analytics, quantitative finance, risk modeling or similar

Manages project data for quarterly planning and Quarterly Business Reviews / Annual Business Reviews

Responsible for biweekly reporting for senior-level managers and Executives

Bachelor's degree in Data Science, Statistics, Economics, Quantitative Finance or other analytics-related field

Solid technical skills using SQL, advanced Excel, Data Studio, or Tableau. Familiarity with Javascript, R, Python is a plus

A “driver” personality: biased toward action, great collaborator and master disambiguator/simplifier - constantly pushing toward clarity and delivery.

3-4 years of quantitative work experience in marketing analytics, quantitative finance, risk modeling or similar

Manages project data for quarterly planning and Quarterly Business Reviews / Annual Business Reviews

Responsible for biweekly reporting for senior-level managers and Executives

Bachelor's degree in Data Science, Statistics, Economics, Quantitative Finance or other analytics-related field

Solid technical skills using SQL, advanced Excel, Data Studio, or Tableau. Familiarity with Javascript, R, Python is a plus

A “driver” personality: biased toward action, great collaborator and master disambiguator/simplifier - constantly pushing toward clarity and delivery.

Ability to speak with Wealth Management business stakeholders and also collaborate and discuss requirements with technology stakeholders

5+ years of Wealth Management/Capital Markets experience; Understanding of Mutual Funds and related platforms such as Broadridge and FundServ

Experience working on CFR related regulatory projects as a BA in the Wealth Management domain

Wealth Management BA - Regulatory

6+ years of Business Analyst experience working at enterprise financial corporations

Experience with Agile Development Cycle

1+ years of experience in data management tools and SQL

University degree in Business, Finance or related field or equivalent work experience

You have an apt for learning technical capabilities that would benefit your day to day work

Very strong analytical thinking skills and good financial acumen

2+ years experience in the operations of one or more of these areas: billing, payments, operations, or FPA

Good understanding of the payment industry and payments processes, experience working with a billing or payments processing system

Treat advisor requests and inquiries as opportunities to share knowledge and experience that will bolster their proficiencies and skill sets.

At least five years of experience in the wealth management or investment industry.

As a part of a team of subject matter experts, contribute to advisor education including new team member (financial advisor) onboarding.

Contribute to the ideation and creation of tools, charts, and presentations that provide sales enablement and client/advisor education.

Analytical and detail oriented with strong critical thinking and problem solving abilities.

Thorough understanding of the investment industry with a particular emphasis on managed and passive products.

Good to have API Management skills

Good Wealth Mgmt. knowledge, familiar with WM data and Trading life cycle.

Good interpersonal skill with strong personality to handle the pressure coming from business or IT stakeholders.

Worked on Data and mappings. Can write SQL queries for data analysis

Duration: 18 – 24 Months+ (Open ended SoW)

Location: Downtown Toronto, ON (Hybrid Position)