Financial Analyst I

Job title: Financial Analyst I

Company: Robertson & Company


Job description: Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.Introduction: Robertson is seeking a skilled Financial Analyst to join our client.Contract Period: 14 months
Pay Rate: Starting from $26.55 per hour
Location: Toronto, ON
Location type: Hybrid; in office 3 days per week (Tues-Thurs)
Business Hours: Monday to Friday; 9 AM to 5 PMJob Responsibilities:

• Support the day-to-day cash management and operational activities of the Treasury Team.
• Provide management-level reporting and key analytical insights into the Banks balance sheet trends. This includes exposure to and evaluation of the Banks: Liquid investments portfolio, Lending portfolios (mortgages, non-mortgage loans), non-maturity deposits, Term deposits (retail, wholesale and securitization), Capital structure
• Monitor, review and determine the impact of all relevant internal (product pricing, product business flows, product changes/enhancements etc.) and external (economic data releases, interest rate changes, regulatory environment changes etc.) events that will impact the Banks portfolio growth and funding channels.
• Monitor / review daily pricing information on various retail and wholesale loan and deposit products and analyze interest rate return information to be able to efficiently assess Bank pricing/profitability.
• Promote timely, data-driven decisions both within the Treasury Team and the larger Bank by driving operational efficiencies through automation by using key technologies (Excel, VBA, Power Query, SQL).
• Maintaining a vigilant and risk-aware mindset in all activities.
• Stay well informed of current industry developments and relevant regulatory initiatives and ensure readiness to achieve compliance with new regulations.
• Assess current market conditions to form strategies and recommend actions to take regarding Treasury funding options.
• Participate in strategic initiatives that will expand the Banks product and service offerings.

Experience & Qualification Requirements:

• 0 to 2 years experience in similar role; open to new grads with strong education in Finance/accounting
• A team player with a demonstrated ability to effectively manage internal relationships by collaborating within the department and across business units
• High degree of flexibility is required; must be able to adapt to a constantly changing environment and to develop and adapt financial procedures and processes to meet such changes
• Strong business acumen with a good understanding of the business environment to provide meaningful analysis
• Accuracy, attention to detail and sound judgment are a must
• Strong interpersonal, communication and organizational skills and the ability to work within various group settings
• Strong Willingness to ask questions and explore areas for improvement and provide recommendation
• Previous work experience in Treasury and/or Finance within the banking industry is a strong asset
• Proficient in data analytics using advanced Excel features, and programing/coding skills (e.g. SQL, SAS, Power Apps, Python, Business Objects) are definite assets

****ALL CANDIDATES MUST COMPLETE A CRIMINAL AND CREDIT CHECK AS PART OF THE APPLICATION PROCESS****How to Apply: If you are a motivated professional looking to contribute to a leading team, please submit your resume outlining your qualifications and experience relevant to this role. Robertson & the clients we represent, value diversity and are committed to creating an inclusive workplace. We invite all qualified individuals to apply.Robertson & the clients we represent are equal opportunity employers, committed to diversity and inclusion. Robertson is a certified diverse supplier and actively seeks to foster a representative and inclusive workforce. We welcome applications from all qualified individuals, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal status, or any other legally protected factors. We champion building a diverse and inclusive environment.

Expected salary: $26.55 per hour

Location: Toronto, ON

Job date: Thu, 27 Mar 2025 08:34:36 GMT

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