Manager, Portfolio Reporting & Insights
Top Benefits
About the role
Questrade Financial Group (QFG), through its companies - Questrade, Inc., Questrade Wealth Management Inc., Community Trust Company, ThinkInsure, Zolo, and Flexiti, provides securities and foreign currency investment, professionally managed investment portfolios, mortgages, insurance, real estate services, financial services and more. Questrade uses cutting-edge technologies to develop innovative products that give customers better, more affordable ways to take control of their money.
We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about our mission and each other. Your team members will help you conquer challenges, push boundaries and discover what you are truly capable of.
This is a place where you can explore, discover and learn with continuous growth. As a diverse and inclusive place to work, with a hybrid working environment you can unleash your creativity and curiosity with no limits. If you share the same sense of infinite possibility, come shape your future at QFG.
What’s in it for you as an employee of QFG?
- Health & wellbeing resources and programs
- Paid vacation, personal, and sick days for work-life balance
- Competitive compensation and benefits packages
- Work-life balance in a hybrid environment with at least 3 days in office
- Career growth and development opportunities
- Opportunities to contribute to community causes
- Work with diverse team members in an inclusive and collaborative environment
We’re looking for our next Manager, Portfolio Reporting & Insights. Could It Be You?
The Manager, Portfolio Reporting & Insights is a critical role that is responsible for all portfolio reporting & insights related to credit risk for Flexiti and future credit card portfolios. Many of the reporting and insights this role owns are critical for oversight, and are requested and reviewed by regulators and auditors.
The mandate for the role is to produce data driven insights, reporting and analytics. This includes the design and automation of various dashboards including executive-level dashboards using state of the art technologies and tools, and centralized credit risk-related analytics and business reporting for various retail/digital bank products. The individual will be expected to take ownership of critical data from a regulatory and governance perspective, and serve as a subject matter expert on data for the digital banking products.
Need more details? Keep reading…
In this role, responsibilities include but are not limited to:
- Maintain existing dashboards ensuring accuracy and quality of reporting
- Develop new dashboards proactively or as requested by various lines of business
- Develop and maintain credit risk-related dashboards
- Conduct drill down or ad hoc analyses to answer pertinent questions
- Act as the data owner for digital banking products or other products as identified
- Lead the productization of key Credit Risk outputs, and act as a product manager in the building and delivery of the relevant product vision and roadmaps
- Act as the SME for various data sources, e.g., BIG Query, mySQL, PBI
- Monitor Credit Risk metrics and escalate as necessary
- Prepare reporting packages for formal monthly or quarterly forums
- Conduct strategic analytics and reporting on request, such as developing or supporting the development of business cases by different business lines
- Prepare presentations for executive meetings
- Take ownership, sense of responsibility and pride in the work
- Build strong partnership and collaboration with QTG, Risk, Product, Marketing and others
- Strong team player that motivates others to achieve group success
- Use open communication and collaboration to solve problems and manage deliverables
- Work well in a dynamic and fast paced environment with the ability to navigate through all levels in the organization
So are YOU our next Manager, Portfolio Reporting & Insights? You are if you…
- Have 3+ years’ experience in business analysis, preferably in financial services
- Have experience in designing dashboards using business analytics and dashboarding tools, such as Microsoft Power BI
- Have proficiency in SQL
- Have the ability to learn new tools and coding
- Have a strong understanding of credit risk management metrics
- Have a number sense and ability to drill down
Additional kudos if you…
- Have proficiency in Python
- Have experience with BIG Query
- Have experience in product management
- Have experience with credit card portfolios
Additional Information…
- Please note this role will be required to be in office 3 days a week
Sounds like you? Click below to apply!
#LI-MC1
#LI-HYBRID
At Questrade Financial Group of Companies, with multiple office locations around the world, we are committed to fostering a diverse, inclusive and accessible work environment. This is an environment where individuals are treated with dignity and respect. Here, the unique skills and experience you bring will be valued. You will be supported and motivated, so that you can harness your unlimited potential. Our team reflects the diversity of the communities we serve and operate in. Having a collaborative and diverse team helps us push boundaries to bring the future of fintech into existence—not only for the benefit of our customers, but for those who build their career with us.
Questrade Financial Group of companies Applicant Tracking System utilizes artificial intelligence (AI) for application screening. The AI system operates on predetermined criteria, with final decisions subject to human review.
Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment/selection process, please let us know and we will work with you to meet your needs.
About Questrade Financial Group
Questrade is an award-winning low-cost digital alternative to traditional banks that is changing the Canadian financial services industry. We empower Canadians by giving them better, more affordable ways to take control of their financial future by using cutting-edge technology to develop innovative products. Questrade offers Canadians an easy way to invest in securities and foreign currency and provides online wealth management and mortgage through the Questrade Group of Companies, with more financial products in development.
At Questrade, we care deeply about helping Canadians become much more financially successful and secure. We believe in infinite possibilities, not only for our customers but for those who build careers with us. Our exceptional culture and forward-thinking workplace policies make Questrade a great place to work and build a career. We are a collaborative, diverse team that shares the same sense of infinite opportunity. Our beliefs, values, and atmosphere make you feel part of something bigger than yourself.
Throughout our multiple worldwide offices, we are reshaping the way we work, offering flexible options that allow our people to work remotely, from the office, or a hybrid mix of both.
Whether you want to kick-start your career or accelerate it, Questrade is the place for you. We offer rich learning experiences and exciting career path possibilities. Here you will be challenged. You will make your path, constantly moving forward, bringing the future of fintech into existence.
Come shape your future at Questrade.
Manager, Portfolio Reporting & Insights
Top Benefits
About the role
Questrade Financial Group (QFG), through its companies - Questrade, Inc., Questrade Wealth Management Inc., Community Trust Company, ThinkInsure, Zolo, and Flexiti, provides securities and foreign currency investment, professionally managed investment portfolios, mortgages, insurance, real estate services, financial services and more. Questrade uses cutting-edge technologies to develop innovative products that give customers better, more affordable ways to take control of their money.
We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about our mission and each other. Your team members will help you conquer challenges, push boundaries and discover what you are truly capable of.
This is a place where you can explore, discover and learn with continuous growth. As a diverse and inclusive place to work, with a hybrid working environment you can unleash your creativity and curiosity with no limits. If you share the same sense of infinite possibility, come shape your future at QFG.
What’s in it for you as an employee of QFG?
- Health & wellbeing resources and programs
- Paid vacation, personal, and sick days for work-life balance
- Competitive compensation and benefits packages
- Work-life balance in a hybrid environment with at least 3 days in office
- Career growth and development opportunities
- Opportunities to contribute to community causes
- Work with diverse team members in an inclusive and collaborative environment
We’re looking for our next Manager, Portfolio Reporting & Insights. Could It Be You?
The Manager, Portfolio Reporting & Insights is a critical role that is responsible for all portfolio reporting & insights related to credit risk for Flexiti and future credit card portfolios. Many of the reporting and insights this role owns are critical for oversight, and are requested and reviewed by regulators and auditors.
The mandate for the role is to produce data driven insights, reporting and analytics. This includes the design and automation of various dashboards including executive-level dashboards using state of the art technologies and tools, and centralized credit risk-related analytics and business reporting for various retail/digital bank products. The individual will be expected to take ownership of critical data from a regulatory and governance perspective, and serve as a subject matter expert on data for the digital banking products.
Need more details? Keep reading…
In this role, responsibilities include but are not limited to:
- Maintain existing dashboards ensuring accuracy and quality of reporting
- Develop new dashboards proactively or as requested by various lines of business
- Develop and maintain credit risk-related dashboards
- Conduct drill down or ad hoc analyses to answer pertinent questions
- Act as the data owner for digital banking products or other products as identified
- Lead the productization of key Credit Risk outputs, and act as a product manager in the building and delivery of the relevant product vision and roadmaps
- Act as the SME for various data sources, e.g., BIG Query, mySQL, PBI
- Monitor Credit Risk metrics and escalate as necessary
- Prepare reporting packages for formal monthly or quarterly forums
- Conduct strategic analytics and reporting on request, such as developing or supporting the development of business cases by different business lines
- Prepare presentations for executive meetings
- Take ownership, sense of responsibility and pride in the work
- Build strong partnership and collaboration with QTG, Risk, Product, Marketing and others
- Strong team player that motivates others to achieve group success
- Use open communication and collaboration to solve problems and manage deliverables
- Work well in a dynamic and fast paced environment with the ability to navigate through all levels in the organization
So are YOU our next Manager, Portfolio Reporting & Insights? You are if you…
- Have 3+ years’ experience in business analysis, preferably in financial services
- Have experience in designing dashboards using business analytics and dashboarding tools, such as Microsoft Power BI
- Have proficiency in SQL
- Have the ability to learn new tools and coding
- Have a strong understanding of credit risk management metrics
- Have a number sense and ability to drill down
Additional kudos if you…
- Have proficiency in Python
- Have experience with BIG Query
- Have experience in product management
- Have experience with credit card portfolios
Additional Information…
- Please note this role will be required to be in office 3 days a week
Sounds like you? Click below to apply!
#LI-MC1
#LI-HYBRID
At Questrade Financial Group of Companies, with multiple office locations around the world, we are committed to fostering a diverse, inclusive and accessible work environment. This is an environment where individuals are treated with dignity and respect. Here, the unique skills and experience you bring will be valued. You will be supported and motivated, so that you can harness your unlimited potential. Our team reflects the diversity of the communities we serve and operate in. Having a collaborative and diverse team helps us push boundaries to bring the future of fintech into existence—not only for the benefit of our customers, but for those who build their career with us.
Questrade Financial Group of companies Applicant Tracking System utilizes artificial intelligence (AI) for application screening. The AI system operates on predetermined criteria, with final decisions subject to human review.
Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment/selection process, please let us know and we will work with you to meet your needs.
About Questrade Financial Group
Questrade is an award-winning low-cost digital alternative to traditional banks that is changing the Canadian financial services industry. We empower Canadians by giving them better, more affordable ways to take control of their financial future by using cutting-edge technology to develop innovative products. Questrade offers Canadians an easy way to invest in securities and foreign currency and provides online wealth management and mortgage through the Questrade Group of Companies, with more financial products in development.
At Questrade, we care deeply about helping Canadians become much more financially successful and secure. We believe in infinite possibilities, not only for our customers but for those who build careers with us. Our exceptional culture and forward-thinking workplace policies make Questrade a great place to work and build a career. We are a collaborative, diverse team that shares the same sense of infinite opportunity. Our beliefs, values, and atmosphere make you feel part of something bigger than yourself.
Throughout our multiple worldwide offices, we are reshaping the way we work, offering flexible options that allow our people to work remotely, from the office, or a hybrid mix of both.
Whether you want to kick-start your career or accelerate it, Questrade is the place for you. We offer rich learning experiences and exciting career path possibilities. Here you will be challenged. You will make your path, constantly moving forward, bringing the future of fintech into existence.
Come shape your future at Questrade.