Managing Director, Portfolio Analysis and Strategic Initiatives

At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ).

Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care, high-performance culture, upheld by the three commitments we make to our team members:

Impact in action: No matter where you are in the organization, you're empowered to make an impact in the lives of our clients and communities.

Thrive together: We want you—the unique, authentic you—to feel safe and celebrated 're on a continuous journey to build the most flexible and inclusive programs.

Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.

As ATB's next Managing Director, you will serve as the architect and leader of the newly established Portfolio Analysis and Strategic Initiatives function. Reporting to the AVP of Enterprise Market Risk, you will be responsible for defining core processes, and establishing the analytical frameworks necessary to provide a comprehensive, top-of-house (TOH) view of market risk across ATB’s trading and banking books.

You will be responsible for consolidating risk information, ensuring that senior management receives insightful, contextualized commentary on market dynamics and the firm’s aggregate risk profile.

We are seeking a seasoned leader to play a pivotal role in the newly established Portfolio Analysis and Strategic Initiatives function within Financial Risk Management (FRM). This leader will be instrumental in building the Enterprise Market Risk (EMR) analytical pillar, ensuring senior management has a comprehensive, aggregated view of market risk across the firm’s trading and banking books. The successful candidate will drive the development of foundational risk reporting infrastructure and provide critical, contextualized insights into enterprise-level market risk exposures.

Key Responsibilities

• Strategic Function Build-out: Lead the end-to-end establishment of the Portfolio Analysis and Strategic Initiatives function. This includes designing core processes, implementing analytical frameworks, and curating reporting formats to deliver a top-of-house view of risk.
• Risk Infrastructure: Design and influence best-practice risk infrastructure design. Including data structure and governance, and connectivity with pricing and risk engines.
• Analytical Leadership: Own the production and quality assurance of all top-of-house (TOH) risk analysis and commentary. Ensure reporting is timely, accurate, and provides senior stakeholders with actionable insights regarding market dynamics, trends, and risk profiles.
• Stress Testing: Implement and maintain a robust Stress Testing function that covers Trading and Banking books. Direct the team’s response to market stress events, providing agile, regular and ad-hoc analysis that contextualizes impacts for the firm as a whole.
• Governance & Stakeholder Coordination: Act as the primary point of contact for consolidating risk information from various FRM oversight teams. Collaborate closely with the AVP and other key partners (e.g., Treasury, Front Office, MROC, ALCO) to ensure consistent communication and strategic alignment.
• Team Leadership: Recruit, mentor, and manage the Portfolio Analysis and Strategic Initiatives team, fostering a culture of analytical excellence, strategic thinking, and cross-functional collaboration.
• Process Calibration: Support the analysis and recommendation of TOH risk appetite limits and lead the review and challenge process for enterprise-level models (e.g., VaR backtesting).

Portfolio Analysis and Stress Testing

• Report Review: Conduct daily reviews of all top-of-house (TOH) reports, providing commentary that contextualizes market moves, trends, and upcoming events. Prepare monthly management report commentary highlighting key strategic issues.
• Ad-hoc Reporting & Stress Response: Provide agile analysis and reporting in response to market stress events,…