Senior Analyst, Lean Portfolio

Aviso Wealth: At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at www.aviso.ca. The Opportunity: We’re looking for a Senior Analyst, Lean Portfolio to join our Enterprise Delivery team. Reporting to the Director of Enterprise Portfolio and Practice Management the Senior Analyst, Lean Portfolio will be key to establishing transparency into Aviso’s delivery environment by collating, analyzing, validating, reporting, providing insights on delivery performance across the enterprise portfolio. We are looking for someone to help craft the story of delivery within Aviso. Opportunities to be responsible for the practices & governance that are required to plan, manage, and execute the enterprise project portfolio. Including investment planning, lean governance, and agile operations.  Who you are: Service – You put your clients’ needs first. You advocate service excellence, and work to deliver client-centric solutions, and proactively develop strategic partnerships that allow Aviso to become a trusted advisor and partner Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization What your day looks like: Design, develop, leverage, and maintain corporate reporting dashboards and metrics to anticipate, manage and communicate portfolio risks, progress and needs to stakeholders; Not just a report guru able to manage multiple sources and create a story around delivery but specifically create value by leveraging data to provide insights and analytics to senior leaders and business partners enabling their decisioning Help establish clarity on Aviso’s delivery resource demand through reporting Help establish Aviso’s Agile Program Management Office Ensure the entire portfolio is aligned and funded to meet business targets Lead role in the strategic enterprise initiative evaluation pipeline (intake), acting as first point of contact to leaders across all lines of business supporting their ideation stage Provide advice on analytics insights to senior leaders of the Intake Council Coordinating and supporting decentralized program execution Overseeing spending, audit and compliance, and forecasting expenses Supports the prioritization of projects and delivery teams by building and maintaining the fiscal plan Resource & capacity planning & allocation within division and business units Oversight of and responsible for providing quantitative insights and forecast needs for the management of project budgets across the enterprise portfolio Actively collaborate with a cross-functional team to determine, build, enhance governance structure of SBT and the delivery of the enterprise project portfolio Requirements Your experience and skills: Able to identify opportunities and exhibit high energy and a willingness to be involved This position will also require strong written and verbal communication and presentation skills, superior analytical skills, and proven project and people management skills Bringing a positive attitude with high levels of creativity, enthusiasm and team-work is critical in this role Experience with data mining and analysis tools and techniques Project management training and experience Experience managing budgets and analyzing financial elements of a project Willing to complete the training necessary to support Aviso’s Continuous Improvement initiatives Relationship-building skills and ability to influence Fluent communication skills in English are required and bilingual skills in French are an asset Good collaborator, ability to engage effectively with other teams and technical experts Relationship management and coordination skills needed to interface with internal staff and partnerships across internal organization and potentially external vendors Benefits Why Aviso Wealth? At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success. Here are a few things that set us apart: Competitive compensation package that rewards and recognizes individual contributions Excellent health, dental and insurance benefits to meet the diverse needs of our employees Generous vacation time, fitness benefit, parental leave top-up options Matching contributions to our retirement program Commitment to the continuous improvement of our staff through learning & development and an education assistance program Regular social events to foster teamwork Your Information By submitting your application, you consent to the collection, use, and disclosure of your provided personal information for the purposes of assessing your qualifications and suitability for employment with Aviso. Your information will be handled in accordance with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and relevant provincial legislation. Your data may be shared with authorized personnel involved in the recruitment process and retained only as long as necessary to fulfill these purposes or as required by law. Further information is available on the Privacy link on our Career Page – Privacy Policies Equal Employment Opportunity Aviso welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process. We thank all applicants for their interest, however, only those selected for further consideration will be contacted. No recruiters or agencies, please. Company Overview: Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and management, and over 1,000 employees. We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We’re proud to power businesses that empower investors. A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development. If you’re looking for interesting and challenging work, at a company committed to its people, apply to join our team. Salary This position is posted with an expected salary range of $93,000 - $113,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.