AVP - Pricemetrix

Research Analyst - PriceMetrix

About Coalition Greenwich and PriceMetrix

Coalition Greenwich is a division of CRISIL, a $5bn market cap global analytics company  majority owned by S&P Global. Coalition Greenwich builds analytics and business intelligence products that are integral to how the world’s largest corporate and investment banks and fintechs measure, plan and improve their businesses. Our customers include all of the largest financial institutions, and we are the market leader in our space.

PriceMetrix is a prominent entity within Coalition Greenwich, and the premier provider of industry benchmarks and analytics for wealth management firms across North America. 

By maintaining  a portfolio of products across customer, advisor, and industry-level perspectives,  PriceMetrix empowers financial advisors and their firms to enhance their client experience and effectively drive business growth - delivered via either scalable software solutions or bespoke executive analytics.

About The Role  

You will be part of the “WealthHub” team at PriceMetrix – a group dedicated to supporting external clients with consumer insights and industry benchmarks on North American wealth management. You will support the operation, analysis, delivery, and strategy of our proprietary products - with specific focus on our firm-level Wealth Management performance diagnostic and our consumer survey of investors in US and Canada.

In this role, you'll work with external clients to collect data, assess performance, and provide client executives with insights into their competitive positioning. With guidance from WealthHub products owners, you will manage complex data sets, conduct primary research, produce benchmarks, craft presentations, build industry knowledge, and develop wealth management expertise that help solve client challenges with real impact. Over time, you will lead this product’s strategy – understanding how it’s positioned in the market, how we can maximize its value for our clients and for our firm, and where to innovate it. You will leverage strong analytical, project management, storyboarding, business and communication skills to be successful.

Our PriceMetrix team is headquartered in downtown Toronto. We operate within a collaborative team environment where you'll work closely with intelligent, engaging colleagues who are committed to delivering exceptional performance. In this role, you will report directly to the manager of WealthHub.

Requirements

• 3-5 years of data analysis experience in using complex datasets, online research, and/or performance benchmarks to drive and deliver insightful output

• The ability to communicate complex ideas effectively – both verbally and in writing

• The ability to work independently, manage multiple projects simultaneously, and meet deadlines within a high energy, fast-paced and evolving environment

• Expertise in using Excel and PowerPoint, with knowledge of visualization software (e.g. Tableau, PowerBI) or analytical tools (e.g. VBA, SQL) a plus

• Experience in banking and financial services, with strong preference to wealth management

• An applicable University Degree