{"id":3655989,"url":"https://alion.io/job/scotiabank-senior-data-and-performance-analyst-term-position","title":"Senior Data and Performance Analyst - Term position","company":{"id":1754303,"name":"Scotiabank","domain":"scotiabank.com","url":"https://alion.io/company/scotiabank-com","size_band":"5000+","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"SuccessFactors","truth_index":{"grade":"A","score":100,"open_postings":43,"ghost_share":0,"stale_share":0,"repost_share":0.023,"time_to_fill_p50_days":17,"computed_at":"2026-11-06T05:58:05Z"}},"role":"Analytics","role_family":"Analytics","seniority":"senior","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Toronto, Canada"],"countries":["CA"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Excel","optional":false},{"name":"Visual Basic","optional":false}],"status":"live","first_seen_at":"2026-11-03T01:47:57Z","employer_posted_date":"2026-11-02","last_verified_at":"2026-11-06T07:03:59Z","board_verified":true,"closed_at":null,"days_open":3,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":3},"description":"Requisition ID: 277948\nJoin a purpose driven winning team, committed to results, in an inclusive and high-performing culture.\nAs a Senior Data and Performance Analyst, you will support Canadian Wealth Management Operations by ensuring the integrity of data quality, pricing, security classification, and CRM2/TCR fee and performance reporting for various wealth business lines. This role is responsible for ensuring accurate book cost, fee, and tax reporting, while delivering compliant and accurate client statements.\nThis is a term position.\nIs this role right for you? In this role you will:\nReview mutual fund and other investment prices on a daily, weekly, and monthly basis by analyzing multiple approved pricing sources, following established pricing hierarchies, and overriding prices in internal systems as required to ensure accuracy, regulatory compliance, and accurate month-end client statement reporting\nInvestigate and resolve pricing discrepancies, including stale, threshold, and null prices, in collaboration with Operations, business partners, and external data vendors to ensure consistent and accurate security valuation across systems\nReview and reconcile daily performance reports to ensure accuracy\nReview and classify new securities daily using multiple internal and external reference sources to ensure accurate and timely security classification within internal wealth systems and client statements\nReview daily and monthly CRM2 and TCR fee reports, and identify missing or incorrect fee entries, and upload required data into the Fee BIOS system to support accurate and compliant annual client fee disclosure\nRespond to ad hoc book cost requests and investigate discrepancies across systems (including Broadridge and MPower)\nProcess required adjustments for Scotia Trust, PIC, SJF and MD Financial, ensuring service level agreements are met\nEnsure all book cost adjustments processed after year-end are reported to the Tax Department & support the generation and delivery of amended T5008 slips to clients, as required\nProvide coverage for other desks within the team when team members are away to support continuity of operations\nAdjust responsibilities and take on additional tasks as required to meet evolving business needs\nAccurately classify financial securities\nDetermine the correct price to use for end of month statements from approved sources\nResolve inconsistencies in portfolio and security level rate of returns\nEnsure that fee reporting is in compliance with CRM2\nProvide accurate reporting to senior management, portfolio managers and other interested parties\nPerform various requests related to prices, fees, and portfolio performance and address or escalate any issues\nEnsure the integrity of year end CRM2/TCR statements\nProvide and support any request issues relating to book cost, native cost, and tax cost to ensure our client’s performance reporting, statement and tax reporting are accurate\nDo you have the skills that will enable you to succeed in this role? - We’d love to work with you if you have:\nA University Degree or College Diploma or equivalent\nCanadian Securities Course (CSC) is an asset\n3-5 years’ experience researching and evaluating securities using information from exchanges, pricing vendors and other financial sources \nStrong working knowledge of key Wealth Operations systems, including Score, Broadridge, PureFacts, CR, Excel, AS400, Fundserv, and WebPost\nSolid investment industry experience within Wealth Operations, with the ability to build effective working relationships across business lines\nStrong analytical and problem-solving skills, with sound judgment to resolve complex issues while minimizing risk to the firm and advisors\nSubject matter knowledge of financial industry regulations, including CRM2 and TCR requirements.\nA proven ability to work under pressure, manage competing priorities, and meet service level commitments in a high-volume environment\nExperience working with and acting on pricing reports, including stale, threshold, and null reports as well as validating price discrepancies for various financial assets\nVisual Basic for Applications (VBA) is an asset\nA solid understanding of financial instruments and asset classes including fixed income, equities, derivatives, corporate actions, terms & conditions, reference data and security identifiers including cross-referencing and linking of Issuers and Issues\nAdvanced knowledge of Microsoft Excel/Access \nA focus on client service\nSolid organizational skills and attention to detail\nThe ability to work effectively and collaboratively within a team or independently\nThe capacity to assess, develop and monitor complex processes\nAn ability to manage multiple priorities in a fast-paced environment\nExcellent verbal and written communication skills\nStrong problem-solving and research skills\nLocation(s): Canada : Ontario : Toronto\nScotiabank is a leading bank in the Americas. Guided by our purpose: \"for every future\", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.\nAt Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. 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