Market Insights and Investment Performance Analyst (Fintech)

TL;DR

Market Insights and Investment Performance Analyst (Fintech): Producing data-driven market commentary and competitive analysis to enhance product visibility and support advisor-facing teams with an accent on translating complex investment research into clear, compliant content. Focus on monitoring market cycles, fund flows, and macro events to deliver timely insights for web, email, and sales enablement.

Location: Must have current work authorization for Canada. This is a hybrid role based in Toronto (483 Bay Street) until late 2026, transitioning to Mississauga (3 Robert Speck Parkway).

Salary: $94,000 – $117,000 CAD

Company

A leading privately owned financial services firm dedicated to helping Canadian investors build better financial futures for over 35 years.

What you will do

• Monitor market cycles, macro events, and fund flows to anticipate content needs for advisor sales.
• Produce timely, data-driven commentary, charts, and analyses for client conversations.
• Translate internal strategist perspectives into clear, compliant external content for various digital channels.
• Convert internal research and analyst notes into investor-facing, NI 81-102–compliant versions.
• Collaborate with Product, Sales, and Content Strategy teams to prioritize and deliver effective content.
• Provide internal stakeholders with competitive insights and timely market intelligence.

Requirements

• Must have current work authorization for Canada.
• 3+ years of experience in investment analysis, product research, or market insights.
• Strong analytical ability with expertise in fund categories, performance metrics, and investment trends.
• Excellent writing and data storytelling skills with the ability to simplify complex insights.
• Proficiency with Morningstar Direct, Bloomberg, FactSet, or equivalent tools.
• Bachelor’s degree in business or a related field.

Nice to have

• CFA designation (in progress or completed).
• Experience producing advisor or investor-facing content.
• Familiarity with AI search patterns and content structures surfaced by LLMs.

Culture & Benefits

• Competitive total compensation including discretionary performance bonuses.
• Company-funded RRSP contribution after 6 months with no employee matching required.
• Comprehensive health benefits starting on day one with 100% employer-paid premiums.
• Parental leave top-up to 100% of salary for 25 weeks.
• Flexible working arrangements including remote, hybrid, and in-office options.
• Extensive professional development including tuition reimbursement and access to 11,000+ training courses.