Institutional Account Associate – Client Management & Analytics (Toronto)
Tasks
- Analyze economic developments
- Analyze portfolio characteristics
- Build reporting resources
- Conduct user enablement sessions
- Coordinate cross-stakeholder projects
- Create automation workflows
- Create client reports
- Create dashboards
- Debug code
- Develop analytical tools
- Document processes
- Draft client presentations
- Gather market trends
- Gather user feedback
- Identify client trends
- Respond to client inquiries
- Streamline workflows
- Support AI tool implementation
- Support change management
- Test and deploy productivity tools
- Translate business needs to AI use cases
Perks/Benefits
- N/A
Skills/Tech-stack
AI | Dashboarding | Data Analysis | Data Querying | GitHub | Machine Learning | Microsoft Excel | Portfolio analytics | Python | Reporting | SQL | VBA | Workflow automation
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