Business Analyst

Role overview

The Business Analyst will use advanced reporting and analytical methods to uncover operational impacts and identify efficiency improvements within Dynamic Funds activities and initiatives. This role also supports projects tied to new business activity, with the goal of improving sales output quality and helping the division and department achieve their targets.

The position partners closely with internal stakeholders across Operations, Compliance, Legal, Finance, HR, Marketing, and IT to reach shared outcomes. The Sales Reporting & Analytics team is expected to build deep knowledge of Dynamic Funds operating procedures and provide ad-hoc analysis and reporting as requested by the Director, Sales Reporting & Analytics.

Key accountabilities

• Prepare detailed analysis and reporting on funds and related activities on a recurring basis, including monthly, quarterly, semi-annual, annual, and on-demand requests.
• Create, document, and maintain processes and standards for expense management so that reporting remains controlled, accurate, and reliable.
• Carry out complex calculations, including manual work when needed, for tiered fees, scaled fees, rebates, personal rates of return (PROR), and blended discount scenarios.
• Provide support and troubleshooting for Salesforce, Seismic, and MicroStrategy, including their mobile applications.
• Help define team objectives that align with wider corporate goals and look for ways to improve productivity, accuracy, and overall efficiency.
• Act as a subject matter resource for Alternative Products, Specialty Programs, and Management Fee / Management Fee Rebate processes, including related system capabilities and standard operating procedures.
• Collaborate with the Dynamic Sales team and back-office support groups such as the Customer Relations Centre, Client Administration, Finance, and IT.
• Improve exception-request workflows and contribute to resolving related issues.
• Build and manage software tools that help strengthen controls in external departments’ processes, especially where data integrity for Dynamic Funds may be affected.
• Work with dealers, clients, and operational teams to support platform-level processes and stay aware of business impacts caused by industry process changes.
• Monitor compliance and regulatory developments and assess their operational implications for Dynamic Funds, alternative products, programs, and special projects.
• Conduct forward-looking analysis of regulatory changes from bodies such as IIROC, MFDA, and AMF so dealer and client groups can prepare for the impact.

About the employer

Scotiabank is a major banking institution operating across the Americas, supporting customers, families, and communities through advice and a wide range of personal, commercial, wealth, private, corporate, investment banking, and capital markets services.

Additional information

This role is based in Toronto, Ontario, Canada.

The requisition ID for this opportunity is 265684.

Scotiabank is committed to building an inclusive and accessible workplace. If you need accommodation during the recruitment or selection process, including an accessible interview location, alternate-format documents, ASL interpretation, or assistive technology, you can notify the recruitment team. Technical assistance is available as needed.

Applications must be submitted directly online to be considered. Only shortlisted candidates will be contacted.