d1g1t
Senior Business Analyst
Toronto, Ontario · Senior
Sponsorship not specifiedDetected 21 days ago
PythonSQLData AnalysisExcelLeadershipCommunicationCollaborationFinancial Modeling
About the role
- Through a single integrated solution that covers the entire advisory lifecycle, d1g1t provides wealth management firms with a whole new set of capabilities they've never had before.
- We want a motivated individual that is a team player and wants to learn, grow, and make an impact.
- You will be working directly with our clients - portfolio managers and operations people at wealth management firms.
Responsibilities
- Provide client support on most functional and data related matters
- Help build the best possible experience for our clients
- Maintain knowledge base & internal documentation that would enable effective client support & improve client experience
- Act as a strategic partner to product teams
- Develop reports and dashboards for the team to monitor and report on client success.
- Identify product requirements that would drive operational efficiencies
- Technical Execution: Demonstrates knowledge of functional area concepts, working to develop their usage of systems and tools, able to identify and communicate problems in their functional area
- Ownership: Able to deliver small-medium tasks, working individually or with others. Takes the initiative to improve efficiency and quality of work.
- Ownership: Able to deliver small-medium tasks, working individually or with others.
- Demonstrates social skills by building connections outside of their immediate team.
Skills
- Undergraduate degree in quantitative, business, or engineering field
- 1-5 years of relevant experience, preferably in financial markets or investment management
- Experience with: Excel, Google Suite, Notion, Slack, Python, SQL.
- Proactive problem solver and self learner
- Strong analytical skills and attention to details
- Passionate about client success
- Strong interest in finance and wealth management space with the desire to learn
- Great listener and communicator
- What you will learn:
- Gain an immersive understanding of the data and processes used to power a state-of-the-art portfolio analytics system
- Gain a practical understanding of wealth management, portfolio management and trading practices
- How to communicate and work directly with clients and stakeholders
Compensation
- Competitive compensation package with on-target bonus and comprehensive healthcare benefits.
Benefits
- Excellent opportunity to join a fast-growing Fintech startup.
- Competitive compensation package with on-target bonus and comprehensive healthcare benefits.
- Fitness and Wellness Credit
- Continuing Education Allowance
- Prioritizes their own learning to better serve their functional area.
- Flexible hours and purpose driven hybrid-work policy.
Company info
- Understands the goals of their functional area, and how they impact the company.
- Understands the impact of their work on their functional area and how they can contribute to achieving functional area objectives.
- Work as part of the team to understand client current and future requirements
This listing is sourced directly from d1g1t's careers page and normalized into a canonical job model.