Portfolio Specialist
ATB Financial
Edmonton, AB, CA T5J 0N3
4d ago

Portfolio Specialist

Helping Albertans achieve their dreams by turning the complex world of banking into brilliantly simple solutions. That’s ATB.

Is that you? You are the go-to person to get the job done. You’re an expert in what you do and enjoy sharing your knowledge, skills and experiences to help others be the best they can be.

The Portfolio Specialist plays an important role in contributing to the success of the COLT Portfolio Optimization team at ATB.

Under the guidance of the Senior Manager Pricing & Growth Strategy, this role concentrates on seeking new opportunities by conducting competitive reviews, maintaining pricing templates and performing basic analytics of the portfolio to help make better business decisions, as well as to make banking work for people.

Specific accountabilities include but are not limited to :

  • Responsible for managing daily competitive review research, pricing templates and system rates maintenance
  • Conducting preliminary research and basic analysis of the current loan and investment portfolio and preparing regular reports under guidance
  • Assisting the Senior Manager with the portfolio insurance program, including translating new guidelines into technical language, data cleaning and constant tracking of securitized benefits
  • Collaborating within a cross-functional team, working with Product Managers, Marketing Team, Enterprise Data Science and Operation partners
  • Following business procedures and learning internal software and databases
  • Job Requirements

    As the ideal candidate you possess the following skills and attributes :

  • Experience in data analysis and visualization. Working knowledge of MS Excel and Google tools is strongly recommended.
  • Proficient knowledge of retail banking products and pricing. Prior experience working in the banking industry is preferred.
  • Experience with SAP is considered an asset
  • Detail oriented with a can do attitude
  • Ability to work in a dynamic environment and meet deadlines
  • So what can ATB Financial offer you? Imagine paying less for your everyday banking, mortgages, loans and investments. Throw in an excellent benefits and pension package, opportunities for career advancement, and a financial institution that’s leading the way in change now you’re talking about a career with a company that allows you to grow.
  • As an award-winning employer-of-choice we have the best of the best working for Albertans. Sound like a team you want to be a part of?

    Advancement. Fun. Rewards We get it.

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