Analyst, Managed Accounts Portfolio Services Group

Location: Flexible hybrid schedule in Toronto at 483 Bay Street, moving to the Mississauga office at 3 Robert Speck Parkway in late 2026; current work authorization for Canada is required.

Salary: CAD 94,000–117,000 total annual cash compensation, including base salary and target discretionary performance bonus.

Company

hirify.global helps Canadians meet their wealth needs through investment research, investment management, and managed-account solutions.

What you will do

• Conduct and maintain investment research and know-your-product due diligence for managed-account investments.
• Monitor investment objectives, guidelines, positioning, product attributes, and portfolio-manager styles.
• Support portfolio construction and optimization across equities, fixed income, and alternative investments.
• Analyze and communicate performance and risk drivers at both investment and portfolio levels.
• Prepare investment presentations, portfolio-manager commentary, thought-leadership content, and responses to client inquiries.
• Coordinate with portfolio managers, Product, Relationship Managers, Dealer Compliance, and other internal and external partners.

Requirements

• University degree or equivalent experience and 3+ years of relevant experience.
• Experience with investment-management due diligence and investment-manager research.
• Exposure to portfolio management, trading, compliance, or investment operations within an asset manager or related organization.
• Strong understanding of investment product structures, portfolio construction, investment suitability, performance, and risk.
• Strong analytical, problem-solving, written, verbal communication, judgment, and attention-to-detail skills.
• Proficiency with portfolio-management and investment-research tools such as Bloomberg and Morningstar, plus advanced Excel and PowerPoint skills.

Nice to have

• CFA, BMA, or CIM designation.
• Experience with Python or other programming languages.

Culture & Benefits

• Flexible hybrid working arrangement.
• RRSP contribution after six months of employment with no employee matching required.
• Base salary and discretionary performance bonus within a transparent annual compensation range.
• Inclusive workplace with accommodation available during the application process.
• Recognition as an employer of choice across Canada, Ontario, financial services, inclusion, and workplace well-being.