Bilingual Financial Business Analyst - Spanish

Daily Responsibilities:

• Booking and managing deposit and investment transactions through the Wallstreet platform.
• Maintaining, developing, and enhancing desk reporting, analytics, and Excel-based business tools.
• Supporting Power BI reporting initiatives by gathering requirements, designing reporting views, and partnering with technical teams for implementation.
• Assisting with the distribution and support of the Bank's funding products, particularly Bank Time Deposits.
• Supporting money market funding activities (e.g., Fed Funds, Eurodollar deposits) to help manage liquidity requirements and regulatory obligations.
• Monitoring market trends and regulatory developments and providing insights and recommendations to senior leadership.
• Preparing presentations and briefing materials for client meetings, country visits, and internal leadership discussions.
• Collaborating with Senior Managers, onboarding teams in Canada, and Cash Product Managers across international markets.

Must-Have Skills:

• 2+ years of experience as a Business/Financial Analyst, within FI/banking
• Bilingual in Spanish (professional proficiency in both English and Spanish)
• Advanced Microsoft Office Suite skills: Excel - macros, complex reporting models; PowerPoint - ability to create professional, executive-level presentations
• Experience in financial analysis within the context of a financial institution (knowledge of ROI, ROE)

Nice-to-Have Skills:

• Experience with PowerBI
• Experience with Wallstreet or other transaction booking platforms
• Exposure to sales-oriented environments and familiarity with terminology
• Portuguese language skills to support interactions with Brazilian stakeholders.

Soft Skills:

• Strong attention to detail and accuracy in transaction processing.
• Excellent organizational, prioritization, and time-management skills.
• Strong verbal and written communication skills.
• Ability to clearly articulate processes, business requirements, and recommendations.
• Proactive mindset with a willingness to take initiative.
• Intellectual curiosity and eagerness to learn.

Education & Certifications

• Bachelor's degree in Economics, Business, Finance, Engineering, or a related discipline.
• Master's degree preferred
• Certified Treasury Professional (CTP) designation. (asset)
• CFA Level I completed or actively pursuing the CFA program. (asset)