обновлено 5 дней назад
Product Support Specialist (Investment Products)
79 000 - 101 000CAD
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Product Support Specialist (Investment Products): Developing and maintaining fund presentations, communications, performance updates, and regulatory review materials with an accent on investment-product research, data quality, and accurate portfolio narratives. Focus on analyzing and condensing large data sets, simplifying and automating processes, coordinating product content reviews, and supporting investment analysts and product directors.
Location: Hybrid schedule in Toronto at 483 Bay Street, moving to the Mississauga office at 3 Robert Speck Parkway in approximately late 2026. Current work authorization for Canada is required.
Salary: Total annual cash compensation of CAD 79,000–101,000, including base salary and target bonus.
Company
provides investment portfolios and services to individual and institutional investors and has operated in Canada for more than 35 years.
What you will do
- Build, update, and enhance presentations and communications for portfolio managers and senior leadership.
- Review data quality and maintain fund updates, including MRFPs, QFRs, and sales materials.
- Partner with investment analysts to produce fund-update materials and verify the consistency of fund narratives.
- Identify and implement process simplification and automation opportunities.
- Support product directors with ad hoc product information requests and targeted data analysis.
- Coordinate product content submissions and oversee data analytics for regulatory reviews, including fund risk, category analysis, and Fund Fact reviews.
Requirements
- University degree or equivalent work experience.
- 1–3 years of financial services experience, preferably with investment product experience.
- Interest in investing and developing expertise in investment strategies and client outcomes.
- Ability to analyze, condense, and communicate large data sets with strong attention to detail and accuracy.
- Strong organizational, communication, relationship management, and project management skills.
- Strong proficiency in Microsoft Excel and PowerPoint, with the ability to work independently and collaboratively in a fast-paced environment.
Nice to have
- French and English bilingualism, both verbal and written.
- Strong knowledge of VBA and Python.
Culture & Benefits
- Flexible working arrangements within a hybrid schedule.
- RRSP contributions after six months of employment with no employee matching required.
- Health benefits from the first day, with employer-paid premiums and mental health coverage of up to CAD 5,000 annually.
- Parental leave top-up to 100% of salary for 25 weeks and generous paid time off.
- Up to CAD 650 for home office equipment, volunteer days, professional development courses, tuition reimbursement, and designation-completion rewards.
- Diversity and inclusion programs, including Employee Resource Groups.
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