At a Glance
- Tasks: Lead data analysis and strategy for wealth management performance diagnostics.
- Company: Join Coalition Greenwich, a leader in financial analytics and business intelligence.
- Benefits: Competitive salary, flexible hybrid work, 25 days leave, and wellness days.
- Other info: Collaborative team environment with excellent career growth opportunities.
- Why this job: Make a real impact in the wealth management industry with innovative insights.
- Qualifications: 5-7 years of data analysis experience and strong communication skills required.
The predicted salary is between 82800 - 101200 $ per year.
About Coalition Greenwich and PriceMetrix
Coalition Greenwich is a division of CRISIL, a $5bn market cap global analytics company majority owned by S&P Global. Coalition Greenwich builds analytics and business intelligence products that are integral to how the world's largest corporate and investment banks and fintechs measure, plan and improve their businesses. Our customers include all of the largest financial institutions, and we are the market leader in our space.
PriceMetrix is a prominent entity within Coalition Greenwich, and the premier provider of industry benchmarks and analytics for wealth management firms across North America. By maintaining a portfolio of products across customer, advisor, and industry-level perspectives, PriceMetrix empowers financial advisors and their firms to enhance their client experience and effectively drive business growth - delivered via either scalable software solutions or bespoke executive analytics.
About The Role
You will be part of the "WealthHub" team at PriceMetrix - a group dedicated to supporting external clients with consumer insights and industry benchmarks on North American wealth management. You will manage the operation, analysis, delivery, and strategy of one of our proprietary products - our Wealth Management performance diagnostic in US and Canada.
In this role, you'll work with external clients to confirm participation, collect data, assess performance, and present to client executive leadership (head of wealth strategy, CFO, CEO, etc.) with insights into their competitive positioning. You will work with a team of analysts to manage complex data sets, conduct primary research, produce benchmarks, craft presentations, build industry knowledge, and develop wealth management expertise that help solve client challenges with real impact. You will lead the product's strategy - understanding how it's positioned in the market, how we can maximize its value for our clients and for our firm, and where to innovate it. You will leverage strong analytical, project management, storyboarding, business and communication skills to be successful.
Our PriceMetrix team is headquartered in downtown Toronto. We operate within a collaborative team environment where you'll work closely with intelligent, engaging colleagues who are committed to delivering exceptional performance. In this role, you will report directly to the director of WealthHub and supervise the work of 1-2 analysts.
Requirements
- 5-7 years of data analysis experience in using complex datasets, online research, and/or performance benchmarks to drive and deliver insightful output
- The ability to communicate complex ideas effectively - both verbally and in writing
- The ability to work independently, manage multiple projects simultaneously, and meet deadlines within a high energy, fast-paced and evolving environment
- Expertise in using Excel and PowerPoint, with knowledge of visualization software (e.g. Tableau, PowerBI) or analytical tools (e.g. VBA, SQL) a plus
- Experience in banking and financial services, with strong preference to wealth management and strategic consulting expertise
- An applicable University Degree
What We Can Offer
- A competitive base salary and variable annual bonus.
- A flexible hybrid working policy. Most people come into the office 2-3 days/week.
- A healthy work-life balance.
- 25 days annual leave, plus 4 wellness days and public holidays
- Comprehensive benefits program
- Generous employer RRSP contribution
- An annual personal development allowance
- An office walking distance to Union Station
Research Manager in Toronto employer: Cim
Marsh in Toronto is an exceptional employer that fosters a collaborative and innovative work culture, making it an ideal place for professionals looking to make a significant impact. As the National Growth Leader, you will benefit from extensive employee growth opportunities, including leadership development and strategic involvement in shaping national initiatives. With a focus on teamwork and client engagement, Marsh offers a dynamic environment where your contributions directly influence the company's success and market presence across Canada.
