Senior BI Analyst/UX Designer, Sales Reporting & Analytics

Requisition ID: 192173

Dynamic Funds is a wholly owned subsidiary of Scotiabank, headquartered in Toronto. Dynamic Funds was established as a small investment club in Montreal in 1957, where it was a pioneer in providing professional investment advice to retail investors. Since then, we have evolved to become one of Canada's most recognized wealth management firms. We offer a comprehensive range of products and services, spanning every major sector, geographic region and investment discipline. Our financial solutions include open and closed-end investment funds, fee-based, tax-advantaged and customized high-net-worth programs

Purpose:

The Senior BI Analyst & UX Designer, Sales Reporting & Analytics is responsible for oversight, maintenance and governance of the different systems used to analyze vast amounts of data from different sources, and deploy interactive, infographic visualizations & dashboards to sales and senior management. They will provide subject matter expertise to management on opportunities and options for technical solutions to business problems, as well as train and develop the Sales Reporting & Analytics team to administer system settings, develop front-end user interfaces, and design eye-popping infographic data visualizations. They will assist the Senior Manager in overseeing data governance of sales reporting. They will support new business activities to increase sales quality of output through a digital strategy that encompasses analytics and reporting as well as business process improvement

Is this role right for you? In this role you will:

Digital Strategy

• Act as subject matter expert with Excel, Access, MicroStrategy, SQL, Salesforce, Broadridge, Power BI, Tableau, and Oracle on Demand

• Work with the Senior Manager and Strategic Alliances team to formulate ideas and plans for the creation and use of technology to facilitate business objectives of increasing sales quality of output and operational efficiency

• Stay informed of technological trends and their potential application to the business

• Stay informed of best practices in innovation and data visualization tools, with a focus on generating actionable insights within captivating dashboards and reporting

• Advise the Senior Manager on data governance best practices and support implementation

Analytics & Reporting

• Use varying data mining techniques to design and implement analytics and reporting to support various internal partners and products

• Perform analyses to find patterns and extract useful insights, predictions or knowledge from large or varying datasets

• Create meaningful visualizations to better communicate complicated data analyses

• Provide subject matter expertise on systems, solutions, and reports built or supported by the team

Business Process and Continuous Improvement

• Work with partner departments to identify opportunities for business improvement and develop an appropriate solution for their needs in co-operation with the Sales Reporting & Analytics team

• Responsible for working with the Senior Manager to develop and maintain a system of training and developing colleagues within the business unit

• Oversees the development and administration of software tools to identify the need for adding controls to new and existing business processes

Data Governance

• Develop a structure and process to oversee data integrity in order to properly mine and roll up underlying data for management and sales reporting

• Create and maintain a data dictionary to ensure new data is properly maintained, categorized and linked within existing reporting structures

• Document all existing reports, their purposes, and end users to determine which reports are redundant, out of date, or no longer being used, to decommission them as required

• Create a reporting map to identify how existing reports are affected by new products or business lines, and ensure new data is suppressed from reporting as required

Do you have the skills to enable you to be successful in this role? We would love to work with you if you have:

• University Degree or equivalent College Diploma

• Completion of IFIC operations and / or CSC

• Minimum of 5 years relevant experience in an analytical or technical role (preferably in the mutual fund / financial services industry)

• Advanced knowledge of relational databases (e.g. Microsoft Access, SQL, Progress Results)

• Strong knowledge of analytics and statistical tools

• Experience in agile methodologies and BPM a strong asset

• Experience working in a research and development environment an asset

• Knowledge of industry systems an asset (i.e. iFast, fundserv, Salesforce, MicroStrategy, Tableau, Power BI, Broadridge)

• Excellent problem-solving and decision-making skills

• Proven experience leading operational projects

• Strong project management / product management skills

• Excellent verbal and written communication skills

• Ability to multi-task with conflicting priorities

• Ability to accept challenges and adapt to a changing environment

• Bilingualism an asset (English and French)

Location(s): Canada : Ontario : Toronto

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. Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment and selection process, please let us know. We will work with you to provide as seamless a recruitment experience as possible.