Analyst, Multi-Asset Investment Advisory

We are seeking an Analyst to support our sales & marketing efforts by providing thoughtful actionable messaging and content for our investment products. The Analyst will oversee sales and marketing messaging and material, provide support to our portfolio management teams, and coordinate work amongst various portfolio management asset class leads.

Requirements

• Support key business initiatives by completing research & analysis, performance reporting, and providing key analytics to support and service the sales.
• Create and update content and presentations to clearly explain the people, process, and philosophy of various portfolio managers.
• Conceptualize, consolidate, and communicate investment strategies to the national distribution team on a regular basis.
• Liaison between Portfolio Managers and the Sales department to ensure effective communication and answer questions posed by the sales team.
• Analyze and maintain an understanding of competitor products and create competitive analysis pieces.
• Assist in the renewal or enhancement of existing products – AIF, prospectus, and other fund filings.
• Perform and interpret fund performance analysis to communicate sources of out/underperformance relative to key competitors and benchmarks.

Benefits

• Modern HQ location within walking distance from Union Station
• Training Reimbursement
• Paid Professional Designations
• Employee Savings Plan (ESP)
• Corporate Discount Program
• Enhanced group benefits
• Parental Leave Top–up program
• Paid time off for Volunteering