Senior Manager, Analytics and Portfolio Strategy (Deposits)

Job Details

Description

About us :

Peoples Group is a boutique financial institution with offices located in Vancouver, Calgary, Toronto, and Montreal that has been in the Canadian marketplace for over 35 years.

Our mission is to exceed our customers' expectations by providing exceptional customer service backed by extensive product knowledge and experience.

Our culture here at Peoples Group is formed by our values : Trustworthy, Creative, Willing. We believe people don't choose a company to work for, they choose a company to join.

We prioritize risk-based practices and procedures in order to remain risk intelligent and compliant. We value people, building relationships, and focusing on strengths;

we execute with passion.

About the work environment :

Peoples Group offers a flexible and hybrid work environment. In this role you will work a combination of in-office and remotely from home.

Typically, you'll be working regular business hours, Monday to Friday between 8 : 00am and 4 : 30pm with flexibility around start / end times.

We are hiring for this position out of our Toronto offices. Successful candidates who apply outside of this area will be expected to relocate and reside in a location that is within a commutable distance.

About you :

You are excited about deposit portfolios, analyzing complex data to create reports and actionable insights that support portfolio growth, cost efficiency, and overall performance.

You enjoy collaborating with cross-functional teams to ensure alignment with business goals and the bank’s strategic priorities.

You enjoy a growth focused organization that emphasizes ongoing development and career growth.

As a people leader at Peoples Group, you are strength-based, engagement-focused and performance-oriented. People leaders understand themselves, their people, their subject matter, their outcomes and how their team's work contributes to the overall success of the organization.

About the Qualifications :

• Bachelor’s degree in Finance, Economics, Data Analytics, Business, or a related field. Master’s or advanced degree preferred.
• 5+ years of experience in Deposit product portfolio management, data analytics, product costing, pricing strategies, financial analysis and strategy roles within the banking or financial services sector.
• 2+ years of experience leading a team in a professional setting.
• Proven ability to analyze complex data and create reports that drive actionable insights for portfolio growth and cost optimization.
• Experience in developing business cases and financial models to evaluate new products and solutions.
• Strong understanding of deposit products, including savings accounts, GICs, and other related financial instruments.
• Proficiency with data analytics tools (e.g., Excel, SQL, Python, or similar) and experience with reporting platforms (e.

g., Power BI, Tableau).

• Excellent communication skills, with the ability to present complex findings clearly to senior management and stakeholders.
• Strong project management skills, including the ability to manage multiple priorities in a fast-paced environment.
• Experience working in Agile and Scrum environments with proven experience in delivering projects on time.
• Professional certification (e.g. CPA, CFA) is a plus.

About the day-to-day :

• Lead the analysis of deposit product portfolios to identify opportunities for growth, cost optimization, revenue generation and performance improvement.
• Create comprehensive reports and dashboards, translating complex data into actionable insights for senior leadership and key stakeholders.
• Develop pricing strategies taking into consideration the desired rate of return, competitive landscape, bundling of products / services, and value of the product offering to the market, client segment / risk profile.
• Support business case development with revenue and cost estimation models, for new deposit products and solutions to support strategic decision-making and product development initiatives.
• Present findings and recommendations to senior management, ensuring clear communication of key insights and business implications.
• Lead efforts to improve data quality, reporting accuracy, and process efficiency across portfolio management activities.
• Stay updated on industry trends, regulatory changes, and competitive developments impacting deposit products.
• Manage, motivate and develop direct reports through ongoing performance development.

Compensation :

Peoples Group is pleased to offer employees a competitive annual salary plus a discretionary profit share opportunity. Salary for this position will vary between $130,000.

00 and $140,000.00 per year depending on the knowledge, skills, abilities and experience that the chosen candidate possess.

As part of our recruiting process, shortlisted candidates will be asked their salary expectations for this position.

Help us get to know you better by answering our application questions! Your participation is expected as an essential part of our selection process.

NOTE : Peoples Group is an Equal Employment Opportunity employer. Please accept our utmost appreciation for your interest;

however, only those applicants under consideration will be contacted.

Qualifications

Skills

Behaviors

Motivations

Education

Experience

Licenses & Certifications