Associate Director, U.S. Lead, Client Insights & Analytics

Requisition ID: 205446

Salary Range: 110,700.00 - 211,800.00

Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate’s relevant knowledge, skills, and experience.

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Title: Associate Director, U.S. Lead, Client Insights & Analytics

Global Banking and Markets

Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years. Scotiabank’s strong U.S. presence provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world.

Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our products include debt and equity financing, mergers & acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious & metals. We also cross-sell the full range of wholesale products and services offered by the Scotiabank Group.

Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for our clients across industries! We work together to drive ambition for every future!

Overview:

The Client Insights & Analytics team exists to support data driven decision making within the Global Banking and Markets division.

The mandate of the team is to:

• Increase Scotiabank’s relevance with corporate and institutional clients

• Develop client strategies in partnership with GBM business lines and drive execution through data analytics

• Leverage internal and external client data to facilitate opportunity identification

• Support the monitoring of financial performance against plans, initiatives and objectives

• Define and deliver CRM software enhancements that drive business value

• Liaise with technology to enhance data quality and integrity

In this role, the Associate Director will work closely with the Corporate and Investment Banking (CIB) Management, GBM US COO, and designated business leaders to assist with the design, development, and execution of GBM US Strategy.

The Associate Director will be responsible for driving initiatives related to business-line and client strategy across 4 primary pillars: (1) Management Insights and Strategy (2) Customer Relationship Management (3) Reporting; and (4) Client Data. In addition to supporting strategic initiatives, the Associate Director will be responsible for day-to-day CIB Business Line support regarding client data, reporting, and CRM.

What You’ll Do

• Supports GBM US business lines in prioritizing, conceptualizing, and producing client intelligence and decision support tools across four pillars: (1) Management Insights and Strategy (2) Customer Relationship Management (3) Reporting; and (4) Client Data

• Assumes accountability for tracking business requirements, managing timelines and driving project delivery

• Supports change management initiatives as new operational processes and strategies are introduced

• Thinks creatively to address ambiguous situations and find solutions to non-routine problems

• Partners with the business to align key performance indicators with financial forecasts and plans

• Leverages internal and third-party data to support competitive analysis and opportunity identification

• Consolidates information to create reporting using business intelligence tools (Tableau, Power BI)

• Partners with the Salesforce development team to design and deliver platform enhancements

• Collaborates with internal stakeholders (Front Office, GBM COO, Global Wholesale Technology, Data Governance, Onboarding, GRM) to enable more efficient processes, enhanced data availability and/or streamlined reporting

• Investigates discrepancies, reconciles source data, and monitors reporting suite to ensure reasonability

• Supports ad hoc analysis requests as required

What You’ll Bring

• 5+ years of relevant experience in financial services, reporting and / or analytics roles

• In-depth knowledge of wholesale banking products, with a focus on corporate lending

• Self-starter with strong quantitative judgment and analytical skills

• High level of proficiency managing large data sets

• Experience designing and delivering reporting using Tableau / Power BI / Salesforce

• Advanced Excel (VBA, Pivot Tables, Nested Formulas, Charting) and PowerPoint

• Proven ability to interpret data, spot patterns, anomalies, and opportunities

• Previous experience presenting to senior executives and creating supporting materials

• Able to manage multiple stakeholders and form cross-functional partnerships

• Refined verbal and written communication skills

• Well-developed problem-solving and organizational skills

• Able to manage multiple time-sensitive projects simultaneously

• Post-secondary degree in business, economics, math, computer science or a related field of study

• CFA / CPA or equivalent designation preferred

Interested?

At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That’s why we work to grow and diversify talent and engage employees in a performance-oriented culture.

What's in it for you?

Scotiabank wants you to be able to bring your best self to work – and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs.

Location(s): United States : New York : New York City

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, 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. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, pleaseclick here (https://www.scotiabank.com/careers/en/careers/technical-support-for-applicants.html) . Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.