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New Business/Financial Analyst opportunity with a major bank | BNSJP00042437

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Business Deposits Portfolio Management Analyst (Bilingual Spanish)

1. JOB DETAILS

Position Title: Business/Financial Analyst - BNSJP00042437

Previously filled on BNSJP00041163, this is a second need - sanitized CV of that successful hire attached to this JP

Location: 40 Temperance Street, Toronto

• 4 days onsite / 1 day remote (flexible work-from-home day)

Contract Duration: 12 months

Extension/Conversion: Strong potential for extension and future conversion to full-time employment (FTE)

Number of Positions: 1

Work Schedule: Monday-Friday, 9:00 AM-5:00 PM (37.5 hours/week)

Reason for Opening: Backfill for a current contractor

1. STORY BEHIND THE NEED

The Business Deposits Portfolio Management team is part of a broader Liquidity and Account Management business within Global Transaction Banking. The team manages offshore and non-resident deposit and investment portfolios for international clients across Latin America, including Mexico and countries throughout South America.

This lean, high-impact team consists of five professionals, including Senior Managers and Associates, who work closely with international stakeholders to support funding, deposit, and investment activities.

The successful candidate will support business development and portfolio management initiatives across the desk. This role combines financial analysis, transaction processing, reporting, and business support responsibilities.

A significant portion of the role involves booking deposit and investment transactions in the Wallstreet platform, maintaining and enhancing Excel-based tools and reporting solutions, contributing to Power BI reporting initiatives, and preparing client-facing and executive presentation materials for senior leadership.

1. TYPICAL DAY IN THE ROLE

This is a broad, hands-on role that provides exposure to both sales and trading functions within the funding and deposits business.

1. KEY RESPONSIBILITIES INCLUDE

• Booking and managing deposit and investment transactions through the Wallstreet platform.
• Maintaining, developing, and enhancing desk reporting, analytics, and Excel-based business tools.
• Supporting Power BI reporting initiatives by gathering requirements, designing reporting views, and partnering with technical teams for implementation.
• Assisting with the distribution and support of the Bank's funding products, particularly Bank Time Deposits.
• Supporting money market funding activities (e.g., Fed Funds, Eurodollar deposits) to help manage liquidity requirements and regulatory obligations.
• Monitoring market trends and regulatory developments and providing insights and recommendations to senior leadership.
• Preparing presentations and briefing materials for client meetings, country visits, and internal leadership discussions.
• Collaborating with Senior Managers, onboarding teams in Canada, and Cash Product Managers across international markets.

1. TIME ALLOCATION

• ~60% Transaction booking and processing
• ~30% Reporting, analytics, presentations, and business support
• ~10% Meetings and stakeholder discussions

1. CANDIDATE VALUE PROPOSITION

This role offers a unique opportunity to gain exposure to client's international business footprint and funding operations.

1. THE SUCCESSFUL CANDIDATE WILL

• Work closely with international clients and stakeholders across Latin America.
• Develop a strong understanding of the Bank's funding and deposit business within Global Transaction Banking.
• Gain exposure to liquidity management, funding structures, and treasury-related activities.
• Stay informed on market developments, interest rate environments, and fixed-income trends.
• Build relationships with senior leaders and international business partners.
• Enhance expertise in financial analysis, reporting, and capital markets operations.

1. CANDIDATE REQUIREMENTS/MUST HAVE SKILLS

1. 2+ years of experience as a Business/Financial Analyst, within FI/banking

1. Bilingual in Spanish (professional proficiency in both English and Spanish)

1. Advanced Microsoft Office Suite skills: Excel - macros, complex reporting models; PowerPoint - ability to create professional, executive-level presentations

1. Experience in financial analysis within the context of a financial institution (knowledge of ROI, ROE)

1. NICE-TO-HAVE SKILLS

1. Experience with PowerBI

1. Experience with Wallstreet or other transaction booking platforms

1. Exposure to sales-oriented environments and familiarity with terminology

1. Portuguese language skills to support interactions with Brazilian stakeholders.

1. SOFT SKILLS REQUIRED

• Strong attention to detail and accuracy in transaction processing.
• Excellent organizational, prioritization, and time-management skills.
• Strong verbal and written communication skills.
• Ability to clearly articulate processes, business requirements, and recommendations.
• Proactive mindset with a willingness to take initiative.
• Intellectual curiosity and eagerness to learn.

1. EDUCATION

• Bachelor's degree in Economics, Business, Finance, Engineering, or a related discipline.
• Master's degree preferred

1. ASSETS

• Certified Treasury Professional (CTP) designation.
• CFA Level I completed or actively pursuing the CFA program.

1. BEST VS. AVERAGE CANDIDATE

Ideal Candidate

The ideal candidate is a highly proactive and intellectually curious professional who combines strong analytical capabilities with excellent communication skills. They are fully bilingual in Spanish and English, possess advanced Excel expertise, and demonstrate a genuine interest in banking, treasury, funding, and financial markets.

1. CANDIDATES WHO STAND OUT TYPICALLY HAVE

• Strong academic credentials and/or relevant certifications.
• Advanced Excel and financial analysis capabilities.
• A positive, collaborative attitude.
• Excellent communication and stakeholder management skills.
• Demonstrated initiative and eagerness to learn.
• Interest in market dynamics, interest rates, and funding strategies.

Candidate Review & Selection Process

Interview Duration: Up to 45 minutes per round

1. ROUND 1 - VIRTUAL INTERVIEW

• Hiring Manager and Senior Manager

1. ROUND 2 - IN-PERSON INTERVIEW

• Hiring Manager and two Senior Managers
• Potential Excel assessment (laptop provided onsite)
• Spanish language proficiency assessment

1. ROUND 3 - IN-PERSON INTERVIEW

• Business Head

Interview Availability: ASAP

Please note:

• AI is not used to screen, assess, or select candidates.
• This role reflects an existing vacancy at the time of posting.