ATB Financial Looking for Research & Insights Analyst – 6 Month Term at Calgary, Alberta, Canada Full Time

Our bottom line is different.

There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset and our unrelenting thirst for making it possible for fellow Albertans—even the ones who aren’t our clients.

Whatever it is, you won’t find a more genuine, driven and knowledgeable group of humans anywhere. We foster a culture of purpose, performance and possibilities. We engage with intense curiosity, and bring our whole selves to work, every day. We know it starts with people like you, so take a chance and start with us.

Department: ATB Wealth, Growth & Innovation

Job Number: REQ6688

Location: Alberta, BC, Saskatchewan

Apply by: September 17, 2023

Paygrade: K-OTH

System Title: Research & Insights Analyst 6

# Positions available: 1

Leader: Allison Comeau, Vice President, Growth & Innovation

• This is a 6 month term opportunity

As ATB’s next Research & Insights Analyst, you’ll be an integral part of ATB Wealth’s Growth and Innovation team. We’re a new strategic team inside ATB’s Wealth Management division providing vital insights to drive business strategy, innovation and growth. You’ll work to uncover critical information about target firms, teams and/or individuals that represent an opportunity for ATB to improve our market position and value proposition through inorganic growth. In this role, you’ll help tell the story by diving deep into research, synthesizing insights and translating the opportunity in a clear, organized story framework so that our business partners and senior leaders can make decisions based on the best and most up-to-date knowledge.

Accountabilities

• Utilize strong research skills to deepen our understanding of target firms, teams and/or individuals that represent an inorganic growth opportunity for ATB.
• Dive into internal and external data sources (e.g., annual reports, social media, compliance reports, etc.) to develop a comprehensive understanding of our targets’ history including but not limited to: service models, differentiation, locations, key people and potential risks.
• Gather insights and uncover additional important factors related to ESG, diversity and inclusion, compliance or legal histories that would be valuable to consider.
• Apply critical thinking and analysis to uncover new opportunities for consideration in Wealth Management and beyond.
• Scan and analyze the competitive environment, identifying industry trends that may impact opportunities.
• Combine quantitative and qualitative analysis and research findings into actionable insights.
• Translate complex concepts and data-based findings into digestible briefings for diverse audiences via written reports, engaging presentations, and easy to use dashboards.
• Work closely with team members in analytical, research and strategy development roles to drive business results.

Requirements

• A university degree with a focus in Finance, Accounting, Business, Economics, Social Sciences or Engineering.
• Experience in Wealth Management, Banking or other Financial industry is considered an asset.
• A strong working knowledge of Excel and Google Workspace (formerly GSuite). Experience using data visualization and dashboard tools such as Tableau is considered an asset.
• Demonstrated experience analyzing quantitative and qualitative data sources to derive insights and make recommendations.
• Strong research abilities; able to quickly locate relevant and reputable sources to determine industry trends and other opportunities/challenges for ATB & our clients.
• Excellent written and verbal communication skills, including storytelling, and exceptional attention to detail.
• An analytical mind and be prepared to use evidence and facts to challenge the status quo and prevailing wisdom.
• Able to effectively prioritize and manage your time with minimal supervision.
• A strong sense of personal accountability demonstrated by taking pride in your work and ensuring that deliverables are of the highest quality.

At ATB, we know that as you develop in your career, you gain many transferable skills. If you believe your experience and qualities are what we are looking for, please consider applying!

Interested? If you know one of our team members, BEFORE applying, reach out to them and ask them for a referral link to help your application stand out.

Online applications are preferred. Please let us know if you require any accommodations.

Benefits

Be great. Be you. Believe.

We are dedicated to building a workforce reflective of the diversity within our communities and creating an environment where every team member has what they need to reach their potential. We encourage candidates from all equity-seeking groups to apply.

What happens next?

Thank you for applying online. If you are shortlisted for this opportunity, you will hear from us after the posting close date regarding next steps. We might ask you to participate in a digital interview or phone interview. If you require any accommodations, please let us know.

Stay in touch!

ATB is excited to know you’re interested in a career with us! Follow us on LinkedIn, Facebook and Instagram to get the inside scoop on what our team is up to.