Manager, Analytics and BI

Requisition ID: 276836 

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

The Role

The Manager, Analytics & BI supports analytics for the Investment portfolio within Deposits & Investments. The role turns client, account, holding, transaction, maturity, campaign, market, and financial data into actionable insights that support asset growth, retention, reinvestment, and deeper client relationships. The incumbent works closely with Product, Finance, Marketing, Advice and Distribution, Digital, Risk, Operations, and data and technology partners to measure performance, understand investor behaviour, identify opportunities, and guide business decisions.

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

Investment Portfolio Strategy, Performance & Client Insights

• Lead analytics across retail investment portfolios, including Guaranteed Investment Certificates, mutual funds, and other managed or term investment products, to support asset growth, retention, and stronger client relationships.
• Define, maintain, and enhance portfolio scorecards and key performance measures covering clients, holdings, assets under management, net sales, gross sales, redemptions, maturities, renewals, product mix, revenue, and retention.
• Analyze investor behaviour across the lifecycle, including initial purchase, contribution patterns, maturity decisions, early redemption, reinvestment, switching, withdrawals, dormancy, and attrition.
• Conduct client, cohort, tenure, product, fund, risk-profile, advice-channel, and behavioural segmentation to identify growth opportunities, emerging risks, and priority client groups.
• Assess how interest rates, market conditions, product performance, pricing, advice interactions, and competitive activity influence flows, product choice, retention, and profitability.
• Develop forward-looking indicators and early-warning views for upcoming maturities, redemption risk, declining contributions, asset leakage, and changing investor needs.

Flows, Maturity, Campaign & Advice Measurement

• Analyze flow of funds within and outside the Bank to identify sources of asset growth, competitive inflows, internal product movement, leakage, and consolidation opportunities.
• Support maturity and renewal strategies by sizing upcoming opportunities, identifying clients at risk, and measuring renewal, reinvestment, and retention outcomes.
  Support opportunity sizing, audience selection, test design, and performance measurement for investment acquisition, contribution, renewal, retention, and cross-sell initiatives.
• Evaluate campaign, offer, and advice-led outcomes using appropriate comparison approaches, separating incremental impact from market movement and normal client behaviour.
• Partner with Product, Marketing, Advice, Digital, and channel teams to improve targeting, funnel measurement, attribution, and client experience.

Reporting, Profitability & Business Partnership

• Deliver recurring portfolio reporting, executive updates, deep dives, and ad hoc analysis that clearly explain performance drivers, risks, opportunities, and required actions.
• Partner with Finance and Product teams to assess revenue, spread or fee income, cost, profitability, forecasts, and the financial impact of portfolio actions.
• Monitor interest-rate, market, competitive, regulatory, and industry trends and assess their implications for investment flows, client behaviour, and portfolio performance.
• Establish consistent definitions, data sources, and reporting standards to create a reliable source of truth across investment products and channels.
• Manage and prioritize multiple initiatives, recurring deliverables, and ad hoc requests while maintaining transparency on timelines, trade-offs, and business value.

Customer Focus, Risk Management & Controls

• Champion a client-focused culture and use analytics to improve client outcomes, deepen relationships, and support responsible asset growth.
• Ensure analytical recommendations consider suitability, the Bank’s risk appetite, privacy expectations, policies, and control requirements.
• Maintain appropriate documentation, validation, and evidence for recurring reporting, methodologies, stakeholder sign-offs, and audit-related requests.
• Identify data quality, methodology, tagging, or process gaps and work with data and technology partners to implement practical remediation.

What's in it for you?

• Collaborate with Investment Product, Finance, Marketing, Advice and Distribution, Digital, Wealth partners, Risk, Operations, and data and technology teams to support portfolio strategy, asset growth, maturity and retention programs, performance measurement, and executive reporting.
• Provide analytical leadership across recurring reporting, strategic initiatives, test-and-learn programs, and urgent business questions.

Do you have the skills that will enable you to succeed in this role? - We'd love to work with you if you have: 

• Bachelor’s degree in Computer Science, Finance, Economics, Business, Engineering, Statistics, or a related field. An MBA, CFA designation, or Master’s degree in Analytics is preferred.
• 4+ years of experience in analytics, product analytics, marketing analytics, finance, or a related discipline, with strong analytical and statistical skills.
• Proficiency with analytical tools and technologies, including Google Cloud Platform and BigQuery, SQL, Python, SAS or R, Power BI or Tableau, and Excel.
• Experience working with large-scale customer-level, account-level, transaction-level, campaign, and financial performance data.
• Proven ability to translate complex data into clear insights, practical recommendations, executive-ready narratives, and measurable action plans.
• Strong communication, prioritization, presentation, project management, stakeholder management, and relationship-building skills.
• Demonstrated ownership, structured problem-solving, attention to data quality and controls, and a commitment to continuous improvement.
• Strong understanding of retail investment products, including Guaranteed Investment Certificates and mutual funds, client flow and maturity dynamics, investment revenue concepts, and investor lifecycle management is preferred.

Other details:

• Work in a standard office-based environment; occasional non-standard hours may be required to meet business or reporting deadlines.
• Limited domestic travel may be required.
• Location: 44 King St W, Toronto

Location(s):  Canada : Ontario : Toronto 

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, please click here. 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.