Job Description

Requisition ID: 176587
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 Business Analyst is responsible for using sophisticated analytics and reporting to identify operational impact and efficiency gains on Dynamic Funds activities and initiatives. The Business Analyst will help lead projects supporting new business activities to increase sales quality of output, and work towards meeting division and departmental goals. The Business Analyst will work collaboratively with internal business partners (i.e. Operations, Compliance, Legal, Finance, HR, Marketing, IT) in support of achieving mutually agreeable objectives. The Sales Reporting & Analytics team will have superior knowledge of the Dynamic Funds operational procedures and will be expected to provide ad-hoc reporting and analytics as requested by the Director, Sales Reporting & Analytics.

1. Reporting and Analysis

• Performs complex analyses to produce reporting on various funds and fund related activity. The frequency of reporting and analysis will be regular (monthly, quarterly, semi-annually, annually) as well as ad-hoc as required.
• Develops and documents processes and standards for expense management, to ensure controls, quality, integrity and delivery of reporting and analysis produced.
• Investigates and performs complex calculations (including manual) pertaining to tiered fees, scaled fees, rebates, personal rates of return (PROR) and blended discount calculations wherever required.
• Provides system support and troubleshooting for: Salesforce, Sales Wiki (Confluence), MicroStrategy, including mobile versions