Scotiabank
Senior Performance Analyst at ScotiaMcLeod
Job Description
Elevate your career as a Senior Performance Analyst with ScotiaMcLeod in Toronto. This term position emphasizes data accuracy and compliance across Canada's Wealth Management Operations.
In this role, you will verify data quality, conduct daily price reviews, and prepare fee reports for ScotiaMcLeod and iTRADE. Your expertise in investment industry regulations will be crucial for resolving discrepancies and ensuring accurate financial reporting.
Key Responsibilities:
• Analyze investment pricing and ensure regulatory compliance
• Resolve pricing issues with stakeholders
• Prepare accurate CRM2 fee reports for clients
• Maintain consistency in security classification processes
• Provide backup support for team tasks as needed
Requirements:
• Relevant university degree or equivalent education
• 3-5 years experience in securities evaluation
• Proficient in wealth management software
• Strong judgment and problem-solving skills
• Ability to manage mul...
In this role, you will verify data quality, conduct daily price reviews, and prepare fee reports for ScotiaMcLeod and iTRADE. Your expertise in investment industry regulations will be crucial for resolving discrepancies and ensuring accurate financial reporting.
Key Responsibilities:
• Analyze investment pricing and ensure regulatory compliance
• Resolve pricing issues with stakeholders
• Prepare accurate CRM2 fee reports for clients
• Maintain consistency in security classification processes
• Provide backup support for team tasks as needed
Requirements:
• Relevant university degree or equivalent education
• 3-5 years experience in securities evaluation
• Proficient in wealth management software
• Strong judgment and problem-solving skills
• Ability to manage mul...