09/06/2024

Address:

100 King Street West

Data Analytics & Reporting

The Manager, Performance Insights leads the analysis, preparation, and communication of InvestorLine’s performance to InvestorLine and BMO stakeholders.  The Manager uses in-depth understanding of InvestorLine’s clients and business to synthesize relevant communications (e.g., reports, presentations, written memos, etc.) for various stakeholder groups.  The Manager acts as a trusted advisor on business and client insights and works directly with all members of the Senior Leadership Team. They consult on analytical solutions to understand, analyze, and synthesize requirements, goals and objectives relative to data and business intelligence needs and to enable high-quality, fact-based business decisions to drive better business outcomes.

• Acts as a trusted advisor to InvestorLine’s Senior Leadership Team on business performance and insights by leading the design, development, and implementation of performance reporting for stakeholders across and within the organization, including Board of Directors, Executive Committee, Senior Leadership, and working teams.
• Designs and produces ad-hoc, monthly, quarterly, and annual reports, dashboards, and performance commentary.
• Supports strategic planning process, through scenario planning and analysis and review of market and competitive trends
• Supports preparation of forecasts, plans and targets
• Monitors performance against forecast, plan and target and collaborates with business partners to develop compelling written narratives that illustrate performance facts, trends, and insights.
• Uses deep understanding of InvestorLine’s business operations and strategy to focus on the most relevant performance insights for each audience.
• Drives performance insight processes independently and regularly handles non-routine situations
• Proactively identifies emerging issues and trends to inform decision-making.
• Breaks down strategic problems, and analyses data and information to provide subject matter insights and recommendations.
• Promotes reporting automation, self-serve analytics consumption, and the culture of analytics-driven decision making.
• Documents and maintain operational procedures and processes relating to analytical and reporting processes.
• Builds effective relationships with internal/external stakeholders.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• 4+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Experience in consulting (internal or external) is considered an asset
• Previous experience analyzing and presenting performance metrics, and writing narratives explaining performance for executives
• Knowledge and experience in data preparation and statistical tool such as PowerBI, Power Query, SQL, SAS, R, Python, MATLAB, SPSS is considered an asset.
• Analytical and problem-solving skills - In-depth.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Influence skills - In-depth.
• Financial modelling and data driven decision making - In-depth.
• Strong attention to detail
• Ability to work in fast paced environment and is organized to manage multiple deliverables with tight turnaround time

Qualifications:

Foundational level of proficiency:

• Technical design optimization.
• Decision Making.
• Systems Thinking.

Intermediate level of proficiency:

• Data visualization.
• Data storytelling.
• Data mining.
• Illustration.
• Creative thinking.
• Problem Solving.
• Verbal & written communication skills.
• Collaboration & team skills.
• Analytical and problem solving skills.
• Data driven decision making.

Advanced level of proficiency:

• Insights design.
• Insights development and reporting.
• Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Deep knowledge and technical proficiency gained through extensive education and business experience.

$68,000.00 - $126,000.00

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

We’re here to help

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.