Support in the development of the strategy for the reverse mortgages business, including quantitative analysis to support forecasts, key insights, recommendations etc.
Drive projects forward by managing internal stakeholders, developing output materials and presenting key deliverables, often independently
Support in the execution of select strategic initiatives
Use quantitative methods (e.g., Excel models) to develop insights that support decision making
Perform research and fact-finding required for ‘go-no go’ decisions for potential new products and other initiatives (including financial projections and modeling)
Become internal expert on new opportunities and support the development of business cases
Conduct analysis to fully understand financial implications, risk, operations, and other implications of new product launches or other projects
Coordinate between PMO, business units, and IT, often independently
Brainstorming, structuring and problem-solving process for a range of strategic and tactical business topics including longer-term ownership of the related models (e.g., growth, LTV, pricing, operational efficiency, etc.)
Establish repeatable processes/methodology that enable quicker turnaround on analysis
Create and deliver presentations to communicate findings from analysis
Manage a team and support in their analysis and problem-solving (if applicable)
Conduct market research to support business unit and enterprise strategy (e.g., competitive position, product assessments, market sizing, etc.), including requests from other teams
Scan various sources (e.g., news releases, journals, industry publications, etc.) to identify, track and monitor market, competitive and regulatory trends
Stay current on recent events and share findings to related EQB parties as necessary – perform additional research and projections (when necessary) to determine how market events may affect EQB
Monitor the housing market and key regulatory initiatives, support in developing the Bank’s position on regulatory developments and in responding to requests from the regulator
Prepare slides and other materials for Senior Management and Board meetings and present key insights and recommendations
Manage development of a research repository for competitor and industry trends in Canada
Support the team with ongoing ownership and updating of key models and analysis (e.g., LTV, pricing)
Requirements
2-3+ years in management consulting with experience in strategic transformation, product management, and corporate strategy
Experience in the financial services/mortgage industry is a bonus
Strong leadership and coaching skills
Established and meticulous organizational skills
Sound multi-tasking skills and excellent attention to detail
Autonomous ability to make decisions under pressure
Highly developed verbal and written communication skills with the ability to respond in a clear, concise and professional manner
Excellent time management, analytical and problem-solving skills
Committed to providing superb customer service
Demonstrated ability to use MS Office (MS Word and Excel)
Sound knowledge of mortgage lending
Completion of a post-secondary degree preferably in a financial field
Proven ability to thrive and perform well in a constantly changing, high volume and high intensity environment
Sound knowledge of AML & ATF practices
Elevated knowledge of fraud risk in the mortgage industry