Personal Finance Advisor developing and maintaining client relationships to offer tailored financial advice. Working with individuals and businesses to achieve financial goals with Desjardins.
About the role
- Business Analyst role focused on driving strategic decision-making and executing growth initiatives in Investment Banking. Collaborating with technology leads and business stakeholders to support product management and development.
Responsibilities
- Support Product Leads with product life cycle management, including collection of requirements, feasibility studies, design, development, validation, onboarding, pilot, and production.
- Gain a deep understanding of business stakeholder requirements and collaborate with Product Leads and IT teams to address roadblocks and manage projects to meet aggressive deliverable deadlines.
- Facilitate meetings by developing and distributing agendas, following up with meeting notes, and tracking progress/action items.
- Create presentations to update team on project status and strategy.
- Create, validate, deploy, and market advanced AI prompts/agents to bankers.
- Work closely with Product Leads, IT, Strats, Bankers, Risk, Compliance, Legal, Senior Management to gather feedback, incorporate edits, and ensure timely communication of updates to drive end-to-end delivery of initiatives.
- Stay up to date with latest technological advancements to continuously improve existing systems and incorporate new innovations such as AI.
- Monitor quality and proactively request feedback to drive continuous improvement of products.
Requirements
- Bachelor’s degree in Finance/Economics, Computer Science/Engineering, or similar field.
- 1+ years of work experience in financial services, consulting, technology, or investment banking experience preferred.
- Knowledge of investment banking workflows -- such as capital markets and M&A -- and corporate finance highly desirable.
- Experience with prompt engineering, software development, software product/project management a plus.
- Strong written, verbal and interpersonal skills, including the ability to interact effectively with business stakeholders to understand the business and gather requirements.
- Highly detail-oriented and strong organizational skills to manage and execute simultaneous projects and tasks.
- Autonomous, self-motivated, with a high level of initiative, ability to think strategically and independently.
- Strong work ethic and a positive attitude.
- Highly responsive and communicative.
Benefits
- Comprehensive employee benefits and perks
- Support for employees and their families at every point along their work-life journey
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Senior Financial Operations professional managing finance projects for clients. Supporting accounting, operational, and industry experiences with a focus on delivering value to clients.
Finance Manager responsible for Online and Supply Chain accounting functions. Leading financial reporting and process improvements within the hybrid workplace.
Finance Lead/Manager responsible for financial operations in healthcare facility, managing associates, and preparing financial statements. Requires 3 - 5 years of relevant experience in healthcare finance.
Manage finance projects and technology enhancements for organizational decision - making processes. Perform business engagement to meet aspirations and regulatory reporting needs.
Financial Solutions Advisor providing comprehensive financial advice to help clients achieve their financial goals. Responsible for building financial plans and recommending brokerage products.
Market Financial Center Manager supporting financial centers as a market - level resource in San Diego. Engaging clients and driving operational excellence in a bank environment.
Financial Solutions Advisor providing customized financial solutions and advice to clients at Bank of America. Responsibilities include triaging leads and meeting client investment goals.
Senior Finance & Strategy Associate driving financial insights and strategic decision - making for Findigs, a rental application company. Collaborate across teams to support FP&A processes and tackle analytical projects.
Head of Fund Finance Operations at Validus Risk Management providing finance services and technology solutions. Overseeing teams across London and Toronto, managing client relationships and service delivery.