Bilingual Financial Business Analyst - Spanish

An Initial AI Screening will be conducted for this role. Please Click Here to complete your AI screening while submitting your application.

Duration: 12 months

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.

Time Allocation:

• ~60% Transaction booking and processing
• ~30% Reporting, analytics, presentations, and business support
• ~10% Meetings and stakeholder discussions

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)

FP Inc. is committed to creating an inclusive environment where all team members and clients feel like they belong. In accordance with the requirements set out in the Employment Standards Act, FP Inc. hereby declares that AI is utilized in the screening process for this position. The hourly compensation range for this role is C$50– C$61. We seek applicants with a wide range of abilities, and we provide an accessible candidate experience. We advocate for you and welcome anyone regardless of race, colour, religion, national origin, sex, physical or mental disability, or age.