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Job Title: Senior Solution Analyst
Job ID: 3.19.00432
Description: 
  • Be part of a small, professional, international, and energized team in a fast-growing company
  • Chance to work with senior management at leading financial institutions (in corporate and investment banking, asset and wealth management, and retail banking)
  • Benefit from a unique, entrepreneurial environment with a dynamic culture
  • Represent a specialist research firm that provides unique business intelligence and decision support services
  • Help clients with actionable insight that links comparative benchmarking with deep technical expertise to strategic implications and initiatives
  • Enable financial institutions to develop, validate, and execute better business and technology strategies
Responsibilities: 
  • Become a trusted advisor to senior executives across the world’s leading financial services firms
  • Provide unique data-driven business intelligence to help clients operate more effectively
  • Focus on data benchmarking in technology, operations, FinTech and market data, with expertise around strategic cost and human resourcing benchmarking in wholesale finance
  • Serve specifically within the Asset Management segment (within the larger financial institutions data team, a global group focusing on data analysis and financial modelling)
  • Work closely with case teams and providing insightful analysis for specific modules on AM cases
  • Get staffed on cases and working from our office or from client site
  • Conduct the execution and update of proprietary assets like market sizing, benchmarking, diagnostic tools, and simulation models
  • Work effectively with -
    • peers across the financial institutions data team to execute and deliver findings
    • senior counterparts for directions, best practices, and overall guidance
    • management consulting teams, partners and clients to discuss insights and support delivery of consulting projects
  • Refine internal methodologies and processes, necessitating a propensity for technology and modern tools
  • Work under supervision to further develop and enhance existing data assets, consulting offerings, as well as the generation of new data asset / content
Requirements: 
  • Be proficient in asset management content expertise, data analysis and modelling, and handling client-specific case staffing
  • 3-5 years of experience in data analysis and business modelling (required)
  • Proven research and database management and analysis capabilities
  • Excellent knowledge of the asset management industry (required), preferably from roles such as strategy, planning, advisory, product management or analytics
  • Good understanding of the functions, products and services within the asset management industry
  • Knowledge of FI industry databases like SNL, Bloomberg, Thomson and AM industry databases like Simfund and Morningstar
  • Working knowledge of BI tools, VBA, SQL/Databases, Alteryx, Python, DataIKU, Tableau (strong plus)
  • Excellent analytical skills, working with large data sets, finding patterns and providing a concise summary
  • Effective verbal and written communication with stakeholders at different levels in the organization
  • Ability to work effectively and independently in a fast-paced, global project environment
  • University degree. Preferably in business administration or finance, quantitative sciences (i.e., math, statistics, physics), economics, computer science, engineering or other data/analytical-centric discipline. Strong academic achievement noted
  • Driving new ideas, with limited guidance and working independently
  • Entrepreneurial, self-starter attitude - willing to go the extra mile
  • Accuracy and attention to detail. Eagerness and ability to learn fast
  • High work standards and ethics
  • Work in Toronto, Canada
Contact: 
info@pivotalpartnersgroup.com
Date Posted: 3/17/2025
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