Junior Financial Analyst, Treasury Operations

Junior Financial Analyst, Treasury Operations

This opportunity offers a front-row seat to the strategic and operational side of banking within a leading organization in the insurance industry. Working in a collaborative and supportive environment, you will gain in-depth exposure to liquidity risk management, cash and treasury operations, asset/liability management, and pricing strategies. The role calls for a sharp analytical mind, precision in reporting, and the ability to adapt in a fast-paced, data-driven setting. It is a great opportunity for someone eager to grow their expertise and contribute meaningfully to an expert team focused on efficiency, compliance, and innovation.

What is in it for you :

• Hourly salary of $33 to $35, based on experience.
• 13-month contract.
• Full-time position: 37.50 hours per week.
• Weekday schedule from 9 am to 5 pm.
• Hybrid work: 3 office days, from Tuesday to Thursday.
• Opportunity to work in a dynamic and professional environment.
• Join a passionate and inclusive team of professionals.

Responsibilities :

• Support daily operational activities related to cash management and treasury functions.
• Generate management-level reports and provide analytical insights into balance sheet trends, including analysis of:
• Liquid investments;
• Lending and mortgage portfolios;
• Deposits (non-maturity, term, retail, wholesale);
• Capital structure.
• Monitor internal and external events impacting portfolio growth and funding strategies.
• Analyze daily pricing data on loan and deposit products to assess profitability.
• Promote data-driven decision-making by enhancing operational efficiency through Excel, VBA, Power Query, and SQL.
• Maintain a strong risk-aware approach in daily tasks.
• Stay current on industry trends and ensure compliance with regulatory initiatives.
• Recommend strategic funding options based on market conditions.
• Participate in projects to expand banking products and services.

What you will need to succeed :

• CFA designation or progress toward CFA is an asset.
• 0–2 years of experience in a similar role; strong new graduates are welcome to apply.
• Experience in treasury or finance within the banking sector is a strong asset.
• 2+ years experience with Microsoft Excel, Word, and PowerPoint.
• Hands-on experience with SQL and working with large data sets.
• Strong analytical, logical, and problem-solving skills.
• High level of accuracy, attention to detail, and sound judgment in reporting.
• Excellent communication, interpersonal, and organizational skills.
• Ability to work collaboratively across teams and adapt to changing business needs.
• Strong business acumen and understanding of financial environments.
• Willingness to take initiative, ask questions, and seek process improvements.
• Programming/coding skills (e.g. Python, SAS, Power Apps, Business Objects) are considered assets.

Why Recruit Action?

Recruit Action (agency permit: AP-2504511) provides recruitment services through quality support and a personalized approach to job seekers and businesses. Only candidates who match hiring criteria will be contacted.