Int. Distribution Analyst to support development and execution of strategic initiatives for a large banking client -
Duration : 12 months (possibility of extension or conversion to FTE)
Location : Downtown Toronto Hybrid (3 days in office / wk)
LOB : Global Asset Management
Candidate must be flexible in working hours to support OT hours as required
Role Mandate : As a Analyst on the Distribution Strategy team, you will support the development and execution of strategic initiatives aimed at optimizing the distribution of mutual funds, ETFs, and other investment products.
Reporting to the Head of Distribution Strategy, you will work closely with senior management, business line leaders and a diverse set of stakeholders to deliver advice that solves business problems through research, analysis, and compelling strategic recommendations.
The selected candidate will be analytical, organized, and possess advanced Excel / PowerPoint skills.
Must-Have Skills :
- 3 years experience as a Distribution Analyst or in a similar role
- 2 years experience in asset management , financial services, or a related field
- Experience with data interpretation and drawing to conclusions (data driven decision making).
- Advanced in Microsoft Office suite, particularly Excel (VBA) and PowerPoint .
- Banking experience
Nice To Have Skills :
- Bachelor’s degree in business, finance, or a related field (Engineering, Economics)
- Capital Markets experience
- Bloomberg (BQL) terminal experience
- CSC or CFA certification
Job Responsibilities :
- Assist in the analysis of distribution channels, sales trends, and market opportunities to inform strategic decision-making.
- Support in the creation of reports, dashboards, and presentations to analyze and track distribution performance metrics.
- Assist with the preparation of materials for internal and external stakeholders, including senior management presentations.
- Help manage and maintain distribution data, ensuring accuracy and completeness.
- Tracking on compliance approvals and organizing / updating the project tracker as required
- Conduct research on competitors, market conditions, and client needs to support continued business strategy development and identify opportunities for new products and growth.
- Successful candidates will play a key role in leading strategic projects, managing relationships with senior management and stakeholders at all levels throughout the Bank and driving the Bank’s strategic planning process forward.
- Broader work or accountabilities may be assigned as needed.