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Purpose of Job:
The Associate Manager, Strategy and Operations will be responsible for supporting the Manager, Strategy and Operations on a variety of projects, including new opportunity identification and evaluation, strategic planning, internal consulting and transformation, product construct changes (LTV, pricing etc.) research, reporting & data analysis, and strategic initiative support. These projects usually involve cross-functional teams and contribute to the overall strategy and direction of the company and support senior executive and Board-level decision making. The incumbent will use their analytical abilities to provide both qualitative and quantitative input supporting the development of recommendations for Senior Management. The Associate Manager, Strategy and Operations will also be expected to support and take the lead for certain projects, managing internal stakeholders including senior leaders to drive execution.
Main Activities:
Strategy development and execution:
- Support in the development of the strategy for the reverse mortgages business, including quantitative analysis to support forecasts, key insights, recommendations etc.
- Drive projects forward by managing internal stakeholders, developing output materials and presenting key deliverables, often independently
- Support in the execution of select strategic initiatives Business analysis and problem solving:
- Use quantitative methods (e.g., Excel models) to develop insights that support decision making
- Perform research and fact finding required for ‘go-no go’ decisions for potential new products and other initiatives (including financial projections and modeling)
- Become internal expert on new opportunities and support the development of business cases
Conduct analysis to fully understand financial implications, risk, operations, and other implications of new product launches or other projects - Coordinate between PMO, business units, and IT, often independently
- Brainstorming, structuring and problem-solving process for a range of strategic and tactical business topics including longer-term ownership of the related models (e.g., growth, LTV, pricing, operational efficiency, etc.)
- Establish repeatable processes / methodology that enable quicker turnaround on analysis
- Create and deliver presentations to communicate findings from analysis
- Manage a team and support in their analysis and problem solving (if applicable) Fact gathering and research:
- Conduct market research to support business unit and enterprise strategy (e.g., competitive position, product assessments, market sizing, etc.), including requests from other teams
- Scan various sources (e.g., news releases, journals, industry publications, etc.) to identify, track and monitor market, competitive and regulatory trends
- Stay current on recent events and share findings to related EQB parties as necessary – perform additional research and projections (when necessary) to determine how market events may affect EQB
- Monitor the housing market and key regulatory initiatives, support in developing the Bank’s position on regulatory developments and in responding to requests from the regulator
- Prepare slides and other materials for Senior Management and Board meetings and present key insights and recommendations
- Manage development of a research repository for competitor and industry trends in Canada Other:
- Support the team with ongoing ownership and updating of key models and analysis (eg., LTV, pricing)
Knowledge/Skill Requirements:
- 2-3+ years in management consulting with experience in strategic transformation, product management, and corporate strategy
- Experience in the financial services/mortgage industry is a bonus
- Strong leadership and coaching skills
- Established and meticulous organizational skills
- Sound multi-tasking skills and excellent attention to detail
- Autonomous ability to make decisions under pressure
- Highly developed verbal and written communication skills with the ability to respond in a clear, concise and professional manner
- Excellent time management, analytical and problem solving skills
- Committed to providing superb customer service
- Demonstrated ability to use MS Office (MS Word and Excel)
- Sound knowledge of mortgage lending
- Completion of a post-secondary degree preferably in a financial field
- Proven ability to thrive and perform well in a constantly changing, high volume and high intensity environment
- Sound knowledge of AML & ATF practices
- Elevated knowledge of fraud risk in the mortgage industry
- Fluency in French considered an asset
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