Investment Associate/Analyst focused on financial analysis of tech investments at Flashpoint. Engaging in due diligence, relationship management, and portfolio reporting for growth - stage companies in dynamic environments.
About the role
- Financial Services Product Owner defining growth strategies and collaborating across functions within the Desjardins Agent Network. Driving customer experience enhancements and aligning market expansion efforts.
Responsibilities
- Define Growth-Focused Strategy: Develop and maintain a clear roadmap that aligns with organizational goals and supports revenue and market expansion.
- Prioritize Business Value: Translate strategic objectives into actionable tactics and maintain a backlog that maximizes growth opportunities.
- Collaborate Across Functions: Liaise with both operations in DAN and various manufactures ensuring solutions that enhance customer experience and drive adoption.
- Analyze Market & Performance Data: Use insights from market trends, competitive analysis, and customer feedback to inform strategic decisions and identify growth levers.
- Measure Impact: Establish KPIs tied to growth objectives and monitor performance to ensure ROI.
- Identify opportunities to enhance offerings and create differentiators in the financial services marketplace.
- Forecast and align annual benchmark growth targets with senior leadership.
- Relationship Management between DAN Agents and operations by gathering, analyzing, and prioritizing agent feedback; ensure alignment with the “voice of the agent” to translate insights into actionable solutions that enhance processes, tools, and overall agent experience.
Requirements
- Bachelor's degree in a related field
- A minimum of then year of relevant experience
- Advanced experience in project management and strategy development
- Advanced experience collaborating with multi-sector leaders
- Knowledge of the Desjardins Agent Network or willing to learn
- Intermediate knowledge of agent-facing tools, systems, and operational processes, with the ability to quickly adapt to evolving technologies
- Intermediate knowledge of Financial Services product offerings
- Available for travel to the Aurora office when it's requested
Benefits
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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