Thomas Baïo
Data Analytics & Enablement Specialist
Driving License
Toronto Canada (Ontario)
Employed
Unavailable
Passionate Business Analyst with over 5 years of experience in data analysis and problem-solving, aiming to improve business processes.
I have a strong expertise in project management, data analysis, solution design and stakeholder communication. I also have a solid experience in extracting and transforming data from various sources, as well as in visualizing and creating dashboards to communicate analysis results.
I am skilled in modeling business processes, understanding customer and user needs, recommending effective solutions, and ensuring efficient implementation. Result-oriented and passionate about innovation and creativity, I have worked in banking, insurance and finance sectors, which has given me a strong command of Canadian investment products.
I have a great ability to engage and work in a team, communicate effectively and manage multiple projects simultaneously, as well as being proactive.
What do I need to get started? A blank canvas and a vision.
I have a strong expertise in project management, data analysis, solution design and stakeholder communication. I also have a solid experience in extracting and transforming data from various sources, as well as in visualizing and creating dashboards to communicate analysis results.
I am skilled in modeling business processes, understanding customer and user needs, recommending effective solutions, and ensuring efficient implementation. Result-oriented and passionate about innovation and creativity, I have worked in banking, insurance and finance sectors, which has given me a strong command of Canadian investment products.
I have a great ability to engage and work in a team, communicate effectively and manage multiple projects simultaneously, as well as being proactive.
What do I need to get started? A blank canvas and a vision.
Data Analytics & Enablement Specialist
Richardson Wealth
Since June 2023
- Develop reports, dashboards and perform ad-hoc queries as required using the appropriate reporting technologies
- Interpret and make use of data to help Advisor Service Centre and other business units
- Conduct data analytics using SQL and data profiling tools like PowerBI to visualize data and support decision-making
- Proactively identify, recommend and deliver automated and innovative reporting that is both effective and introduces efficiencies in process, where able
- Understand how systems are used by operational teams in ways that impact data and identify data dependencies
- Partner to assess key business processes, define, prioritize and solve problems that improve operational efficiency and deliver meaningful and measurable value to our business
- Work on special projects related to wealth management, such as process improvement initiatives, account opening and maintenance, and other ad-hoc projects as assigned
- Collaborate with cross-functional teams, including training, service and operations, to ensure project success and timely delivery
- Communicate project updates and results to management and stakeholders
- Stay current on industry trends and developments related to wealth management, analytics and change management and apply this knowledge to enhance our operations and services.
Senior Solutions Specialist, IQ (Service Delivery)
CI Global Asset Management
May 2021
to June 2023
Full-time
- The Solutions Specialist title is specific to the company's Client Services environment. It carries equivalent responsibilities as a Business Analyst position.
- Analyze data and model business processes to identify opportunities for improvement and inefficiencies
- Design solutions to optimize existing business processes and improve customer experience. Develop effective automation solutions to streamline business processes
- Use of methodologies such as Agile and Scrum to manage the project end-to-end, from ideation to delivery, while ensuring timely delivery
- Communicate with stakeholders to ensure that objectives and expectations are clearly understood and met. Understand needs and expectations to provide regular updates and ensure stakeholder satisfaction, including the client
- Use techniques such as critical thinking, creativity, and collaboration to solve problems and maintain continuity of business operations
- Developing automation solutions for internal tasks and processes (at zero cost to the company), greatly increasing efficiency
- Act with delegated authority in the absence of the Manager
- Sharing acquired experience with the team members through mentorship.
- La position de Spécialiste en Solutions Client est équivalente à un poste d'Analyste d'Affaires.
Supervisor, IQ (Service Delivery)
CI Global Asset Management
December 2021
to July 2022
Temporary Replacement
- In the prolonged absence of the team supervisor and concurrently with the position of Senior Solutions Specialist
- Manage, assist, develop, and motivate team members to consistently provide the best possible service
- Prepare and conduct monthly performance reviews of team agents and ensure their satisfaction
- Ensure strong adherence to Key Performance Indicators (KPIs) and report them to the management team
- Use this opportunity to expand avenues of communication and learning with the team members through mentoring.
Solutions Specialist, IQ (Service Delivery)
CI Global Asset Management
September 2019
to May 2021
Full-time
- The Solutions Specialist title is specific to the company's Client Services environment. It carries equivalent responsibilities as a Business Analyst position.
- Supporting our Sales Team and Financial Representatives by investigating complex and tier-2 escalated account related inquiries
- Identifying opportunities to help our Service Centre knowledge provide better service-focused solutions on every question, including complex tax, registered plan and estate or trust issues
- Deeply involved in the identification, review and development of business policies, operating processes and analytics of the team, with a goal to ensure operational efficiency
- Participation in ad-hoc projects and initiatives to better answer company's needs and efficiency.
Bilingual Financial Service Representative
CI Global Asset Management
March 2018
to September 2019
Full-time
Toronto
Canada - Ontario
- Exceeding advisors and clients expectations by listening and taking ownership while finding the most appropriate solution
- Providing a fast, precise and professional service in a fast-paced Financial Service Centre
- Striving to achieve company's goals in terms of service levels and monthly stats
- Participation in any special project conducted by the company (ad-hoc projects, callout campaigns)
- Fully trained within 6 months on Mutual and Alternatives Funds, SunLife Segregated Funds, United Financial, RESP, CI Prestige, Marketing and Sales Support.
Private Wealth Manager Associate
BNP Paribas Cardif
October 2015
to September 2017
Part-time
Paris
France
- Advised customers on investments, including market outlooks (2+ billions AUM)
- Modeled clients’ portfolios and provided recommendations on multi-asset allocations to diversify risk
- Performed qualitative and quantitative research to reveal markets trends
- Generated investment ideas to rebalance portfolios by attending to firm conferences and reading sell side research
- Maintained customer relation and follow-up through a management system.
Private Wealth Manager Assistant
BNP Paribas Cardif
September 2014
to September 2015
Apprenticeship
Paris
France
- Researched securities using fundamental analysis and advised Portfolio Manager on investment potential
- Wrote quarterly letter to clients analyzing portfolio performance using Morningstar
- Ensured completeness, timeliness and accuracy of ad-hoc client reporting
- Performed due diligence process on future investment opportunities
- Complied with the bank's policies and local regulators against fraud and money laundering activities
Retail Business Advisor
Société Marseillaise de Crédit
September 2013
to September 2014
Apprenticeship
Nîmes
France
- Worked in binomial with a senior advisor on a 250 active customers portfolio
- Developed relationships with professional partners to maintain a high quality of service
- Analyzed company's balance sheets and income statements to reevaluate creditworthiness of existing clients (50 processed)
- Answered clients' needs by cross-selling banking and financial solutions (payments terminals, working capital, consumer credits)
- Participated in marketing campaigns for the purpose of growing the business
Retail Advisor
Société Marseillaise de Crédit
September 2012
to September 2013
Apprenticeship
Toulon
France
- Provided personalized relationship to new and existing customers
- Explained to clients all types of banking and financial products and services provided
- Actively identified client needs to evaluate the most appropriate solution
- Delivered tax, legal and financial advisory to upper retail customers
- Proactive contribution to help meeting branch sales goals and objectives
Supplemented by an European Diploma of Higher Education (DEES BANQUE - Geneva)
Skills
Key strengths
-
Change Management
From understanding the impact on the organization to implementing strategies to minimize disruptions and maximize benefits.
-
Knowledge of Canadian Products
Mutual Funds, Segregated Funds, Alternative & Structured Investments and ETFs, their specificities and administrative management.
-
Reliability
Producing quality results within specified timelines, independently and in accordance with company standards.
-
Continuous Improvement
Constantly seeking ways to optimize performance by identifying and eliminating inefficiencies, errors, and wasted time.
-
Communication
Transmission of information, thoughts, feelings, and ideas between stakeholders in a clear, concise, and understandable manner, through active listening, consideration of the interlocutor, and most importantly, feedback
Certifications
-
Certified ScrumMaster
Score 100%
-
Lean Six Sigma White Belt
Additional belts in progress
-
Financial Markets Authority
Score 98%
Spoken languages
-
French: native speaker
TEF Canada - January 2017
Niveau C2 (native) - Overall score 1496/1560Expert -
English: advanced level
IELTS General Training - January 2017
CEFR Level C1 (Advanced) - Overall Band Score 7/9
LINC Exam - December 2017
CPB Level 7.25/8 (Advanced)
A whole year living in London - 2008Advanced -
Spanish: intermediate level
Intermediate
Software
-
Extreme knowledge of Office, including VBA
Expert
-
PowerApps, PowerBI & Power Automate
Advanced
-
Salesforce, JIRA, Confluence
Advanced
-
Morningstar, Business Objects
Good
-
Tableau, SAP BI, Okta, SSMS, SQL
Good
-
ADP, Worday, Calabrio
From a People Management perspective.Good
- Playing electric & Flamenco guitars.
- Started creating electronic music using a LaunchPad, a LaunchKey & Ableton Live.
- Tennis: 10-year club experience and formerly nationally ranked 15/4
- Squash: Started late 2013, I like the strategic approach required to succeed and win.
- Passion born from a one-year experience in total immersion in the United Kingdom as a Chef de Partie, validated by a BTS (French diploma of technical college studies) and 5 years invested in the profession (Chef de Partie then Head Chef).
- Scrum: The Art of Doing Twice the Work in Half the Time - Jeff SUTHERLAND
- Thinking, Fast and Slow - Daniel KAHNEMAN.