7 часов назад
Investment Analyst (Multi-Asset Solutions)
75 000 - 100 000CAD
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Investment Analyst (Multi-Asset Solutions) (Portfolio Management/Analytics): Supporting the implementation and daily management of diversified retail and institutional multi-asset portfolios with an accent on portfolio trading, cash management, reconciliations, analytics, and process automation. Focus on analyzing portfolio exposures and risks, developing investment tools, supporting asset allocation decisions, and coordinating implementation across trading, operations, custody, compliance, and risk teams.
Location: Hybrid work schedule in Toronto, Ontario, Canada
Salary: $75,000–$100,000 annually, plus discretionary bonus
Company
is an asset manager providing multi-asset investment solutions and diversified portfolios for retail and institutional clients.
What you will do
- Enter and implement portfolio trades across mutual funds, ETFs, separately managed accounts, and other investment vehicles.
- Manage daily cash flows, subscriptions, redemptions, rebalancing, reconciliations, holdings, and transaction accuracy.
- Monitor portfolio positioning against strategic and tactical asset allocation targets.
- Analyze portfolio exposures, characteristics, performance, attribution, risk, and competitive peer universes.
- Develop automation, reporting tools, and process improvements for portfolio management and investment decisions.
- Support portfolio managers with investment research, investment committee materials, product initiatives, and portfolio reviews.
Requirements
- 2–5 years of relevant experience in asset management, portfolio management, investment operations, or multi-asset investing.
- Bachelor’s degree in Finance, Economics, Mathematics, Commerce, Engineering, or a related quantitative discipline.
- Experience with Python and/or SQL for data analysis, automation, or investment applications is required.
- Knowledge of order management and portfolio reconciliation, with experience supporting institutional or retail portfolios preferred.
- Ability to work with investment platforms and market data systems such as Bloomberg, FactSet, Morningstar Direct, Charles River, or Aladdin.
Nice to have
- CFA designation or progress toward the CFA charter.
- Experience with Power BI or similar data visualization tools.
Culture & Benefits
- Inclusive, supportive, and globally diverse work environment.
- Healthcare, dental, vision, insurance, and disability coverage.
- Corporate pension plan and employee stock investment program.
- Paid vacation, holidays, sick leave, parental and caregiving leave, and personal days.
- Education assistance, learning resources, career development programs, and a wellbeing program.
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