The Core Responsibilities of the Job
- Strategic Initiatives & Decision Making
- Assist in the discovery and planning for a range of strategic and tactical business topics (e.g. customer retention, portfolio growth, pricing, operational efficiency, regulatory, etc.)
- Support the development of business cases for new opportunities including qualitative fact finding and quantitative modeling for new initiatives
- Develop familiarity with internal systems and gather relevant data from various internal sources
- Support execution of product improvements or initiatives
- Portfolio Reporting & Insights
- Ideate, design, build, and manage dashboards (PowerBI and Excel) that consolidate portfolio metrics for operational and strategic decision making
- Develop and communicate presentation materials with key data and portfolio insights
- Support the refinement of processes that enable quicker turnaround on analysis
- Support quantitative methods (e.g. Excel models) to develop insights that drive decision making
- Cross-functional data support & investigations
- Support requests from cross-functional teams to provide data or analysis to enable them to make data-driven decisions
- Support strategic planning (e.g. financial modeling, market research, development of presentation materials, etc.)
- Present key insights and recommendations based on research and data analysis
Let's Talk About You!
- Currently enrolled in University or College program (Finance, Business, Accounting or Economics is preferred)
- Extensive working knowledge of MS Office (Word, Excel, Outlook, Power Point, SQL)
- Strong analytical skills
- Strong organizational skills
- Ability to handle multiple competing priorities
- Good time management skills
- Highly developed verbal and written communication skills with the ability to respond in a clear, concise, and professional manner
How to Submit Your Application
- In ONE document, please submit your transcript and resume. Failure to do so will result in your application not being considered.
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What We Do
MakeBank on everyday banking: Earn high interest on every dollar Say no to fees No minimum balances Powered by Equitable Bank, a Schedule I Canadian Bank EQB Inc. (formerly Equitable Group Inc.) trades on the Toronto Stock Exchange (TSX: EQB and EQB.PR.C), directly serves over 607,000 Canadians through its wholly owned subsidiary Equitable Bank, Canada's Challenger Bank™, and serves over 200 Canadian credit unions that serve over 6 million of their members with products and services. Equitable Bank has grown to become Canada's 7th largest independent Schedule I bank with over a $119 billion in assets under management and assets under administration, and a clear mandate to drive real change in Canadian banking to enrich people's lives. At Equitable Bank, we are as invested in our employees as we are in our business. That’s why we are consistently recognized as one of Canada's Top Employers – a rating that comes from our 1,800 employees. Equitable Bank’s inclusive, welcoming, and pride-inducing workplace earned it the honour of being recognized as one of the top 50 organizations on the 2023 list of Canada’s Best Workplaces™. Founded over 50 years ago, Equitable Bank provides diversified personal and commercial banking, and through its EQ Bank platform (eqbank.ca), which has been named #1 Bank in Canada for three consecutive years on the Forbes World's Best Banks list for 2021, 2022, and 2023. Equitable Bank website: www.equitablebank.ca EQ Bank website: www.eqbank.ca Specialties Lending, Mortgages, Residential Lending, Commercial Lending, Reverse mortgages, Insurance lending, Equipment leasing , Credit Union, Trust, and Funds Management
