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About the role

  • Residential Lending Strategy Intern supporting EQ Bank, Canada’s challenger bank, with mortgage retention and HELOC growth strategies. Building portfolio dashboards, financial models, and data-driven recommendations.

Responsibilities

  • Support Mortgage Retention and HELOC strategies and initiatives to drive customer retention and HELOC product growth
  • Contribute alongside cross-functional teams to the business unit’s overall strategy and direction
  • Assist in discovery and planning for strategic and tactical topics including customer retention, portfolio growth, pricing, operational efficiency, and regulatory matters
  • Support development of business cases using qualitative fact finding and quantitative modeling
  • Develop familiarity with internal systems and gather data from internal sources
  • Support execution of product improvements and initiatives
  • Design, build, and manage Power BI and Excel dashboards consolidating portfolio metrics
  • Develop presentation materials with key data and portfolio insights
  • Refine processes to enable quicker analysis turnaround
  • Support quantitative methods and Excel models to develop decision-making insights
  • Provide data and analysis to cross-functional teams
  • Support strategic planning through financial modeling, market research, and presentation development
  • Present insights and recommendations based on research and data analysis

Requirements

  • Currently enrolled in University or College program (Finance, Business, Accounting or Economics is preferred)
  • Extensive working knowledge of MS Office (Word, Excel, Outlook, Power Point, SQL)
  • Strong analytical skills
  • Strong organizational skills
  • Ability to handle multiple competing priorities
  • Good time management skills
  • Highly developed verbal and written communication skills with the ability to respond in a clear, concise, and professional manner
  • Must submit transcript and resume in one document
  • All candidates considered for hire must successfully complete a criminal background check and credit check

Benefits

  • Competitive discretionary bonus
  • Market leading RRSP match program
  • Medical, dental, vision, life, and disability benefits
  • Employee Share Purchase Plan
  • Maternity/Parental top-up while you care for your little one
  • Generous vacation policy and personal days
  • Virtual events to connect with your fellow colleagues
  • Professional development and comprehensive Career Development program
  • Fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experience
  • Barrier-free recruitment process and work environment
  • Accommodations during the recruitment process and employment, if required

Job title

Job type

Internship

Experience level

Entry level

Salary

Not specified

Degree requirement

No Education Requirement

Tech skills

SQL

Location requirements

HybridTorontoCanada

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