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Allocation analyst Jobs in Toronto, ON

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Allocation analyst • toronto on

Last updated: 3 days ago

Business Analyst

ScotiabankToronto, ON, CA
Full-time

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 we...Show more

Data Analyst

ADF Medical Services Inc.Toronto, ON, CA
Full-time +1
Quick Apply

We're looking for a sharp, analytical.If you love working with numbers, spotting trends, and making data meaningful — this role is for you.Analytics & Business Intelligence.Collect, clean, and anal...Show more

Technical Analyst

ScotiabankToronto, ON, CA
Full-time

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.The Client Engineering team within Global Wealth Management Technology is transforming the digi...Show more

Sr. Analyst

MRMToronto, Ontario, Canada
Full-time

MRM Worldwide is committed to being the most relevant, effective, indispensable marketing agency in the digital world.We employ the most innovative talent in the industry to meet each client’s uniq...Show more

Financial Analyst/Senior Financial Analyst

The Home Depot CanadaToronto, ON, CA
Full-time

At The Home Depot Canada, we want you to feel valued and supported.The pay range you see represents base salary only.In addition, your total rewards may include: semi-annual bonuses tied to busines...Show more

Senior Financial Analyst

Vaco by HighspringWillowdale, Ontario, Canada
Permanent

Our client is a social service agency.They are looking for a Senior Financial Analyst to join their team!.Hybrid work arrangement (1-2 days in office) with strong work life balance and flexible cul...Show more

 • Promoted

Data Analyst

Sun LifeSun Life Toronto One York
Full-time

Do you have a passion for data? Do you enjoy influencing business decisions thatimpactour employees,clientsand financial outcome? If you are both analytical, business savvy who also thrives on exec...Show more

Business Analyst

MevotechToronto, ON, CA
Full-time
Quick Apply

JOB PURPOSE Reporting to the Senior Manager, Analytics & Forecasting, this role is intended to support Mevotech with meaningful analytics to help drive customer/brand strategy and related business ...Show more

Investment Analyst

Fidelity InvestmentsToronto
Full-time

Current work authorization for Canada is required for all openings.Fidelity’s dynamic working arrangement.The work location for this role is 483 Bay Street in Toronto until approximately late 2026,...Show more

Business Analyst

ProphixEtobicoke, ON, CA
Full-time
Quick Apply

See what you can do with Prophix.Prophix helps finance teams work with greater flexibility and confidence through Prophix One™, our Financial Performance Platform.We bring planning, reporting, and ...Show more

Bioinformatics Analyst

CalliereToronto, AB, ca
Full-time

We are a research‑driven group working with large‑scale genomic and related biomedical datasets to support studies in areas such as rare disease, oncology, infectious disease, and neurology.Our wor...Show more

Financial Analyst

LyftToronto, Canada
Full-time

At Lyft, our purpose is to serve and connect.We aim to achieve this by cultivating a work environment where all team members belong and have the opportunity to thrive.Lyft is seeking a Financial An...Show more

Financial Analyst

MercorToronto, Ontario, Canada
Remote
Part-time
Quick Apply

Headquartered in San Francisco, our investors include.Design realistic, end-to-end financial workflows for.Grade agent performance on complex scenarios like budgeting, forecasting, and variance ana...Show more

Business Analyst / Business Systems Analyst

SynechronToronto, ON
Full-time

At Synechron, we believe in the power of digital to transform businesses for the better.Our global consulting firm combines creativity and innovative technology to deliver industry-leading digital ...Show more

Business Analyst

BMO Financial GroupToronto, Ontario Canada
Temporary

BMO is an organization driven by a shared Purpose: Boldly Grow the Good in business and life.It calls on members of its team, to create lasting, positive change for its customers, its communities, ...Show more

GIS Analyst

StantecToronto, ON
Full-time +1

As a GIS Analyst at Stantec, you’ll play a key role in delivering geospatial services and solutions to both internal project teams and external clients.Your work will primarily support projects in ...Show more

Analyst/Senior Analyst, Debt

DreamToronto, ON, CA
Full-time

The Analyst or Senior Analyst plays a central role within the Debt team and works cross‑functionally with Development, Investments, Asset Management, Accounting, Treasury, and external lenders.You ...Show more

Accounting Analyst

Elby Professional Recruitment IncToronto, ON, CA
Permanent
Quick Apply

Our client, a leading and reputable company in the food industry, is seeking a progressive and detail-oriented, process-driven Accounting Analyst to join its growing finance team.This is a pivotal ...Show more

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Business Analyst

Business Analyst

ScotiabankToronto, ON, CA
30+ days ago
Job type
  • Full-time
Job description

Is this role right for you?

In this role you will:

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, Seismic, MicroStrategy, including mobile versions

Business Process and Continuous Improvement

  • Contributes toward defining and meeting team goals that align to corporate goals; investigates methods of increasing productivity, accuracy, and efficiencies within the business unit.
  • Provides subject matter expertise regarding Alternative Products, Specialty Programs, Management Fee & Management Fee Rebate business processes including system features and Standard Operating Procedures (SOP’s).
  • Works with the Dynamic Sales team and back office support functions (including the Customer Relations Centre, Client Administration, Finance and IT).
  • Contributes to streamlining processes regarding exception requests and assists in related issue resolution.
  • Develops and administers software tools to identify the need for adding controls to external departments’ business processes, particularly where it impacts data integrity for Dynamic Funds.


Regulatory Impact Awareness

  • Works with dealers/clients and Operational groups to support platform level processes. Stays abreast of operational impacts to the business as a result of industry process changes.
  • Remains current on regulatory updates through regular communications with Compliance regarding operational issues, alternative products and programs and special projects that directly impact the Dynamic Funds business.
  • Conducts preemptive analysis of changes from regulatory bodies such as IIROC/MFDA/AMF to identify areas of greatest impact and allow for the Dealer/Client community to prepare for the changes.

Do you have the skills to enable you to be successful in this role? We would love to work with you if you have:

  • University Degree or equivalent College Diploma
  • Advanced proficiency in Microsoft Office suite (Access & Excel)
  • Proficiency with a BI Tool (preferably Microstrategy)
  • Experience with the mutual fund / financial services industry
  • Completion of IFIC operations and / or CSC an asset
  • Knowledge of industry databases (i.e. ifast FundSERV) an asset
  • Excellent problem-solving and decision-making skills
  • Proven experience leading operational projects
  • Strong influencing skills
  • Excellent verbal and written communication skills
  • Ability to multi-task with conflicting priorities
  • Ability to accept challenges and adapt to a changing environment
  • Strong interpersonal skills with an emphasis on building relationships