Associate Manager, Strategy and Operations, Growth Businesses

Role Overview

• 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
• Fluency in French considered an asset