Optimize Wealth Management in Toronto seeks a Senior Investment Research Analyst to drive analytical insights that shape investment strategies. This full-time, on-site role focuses on delivering high-quality research across asset classes.

You will partner with advisors and portfolio managers to conduct thorough research and present findings that influence data-driven portfolio decisions. Your insights will assist in monitoring performance and refining investment strategies in a quick-paced financial setting.

Key Responsibilities:
• Execute comprehensive research on equities, fixed income, and alternatives
• Analyze market trends and sector performance for investment opportunities
• Develop detailed investment reports for client and internal use




• Support portfolio performance monitoring and risk management
• Collaborate closely with team members on strategic asset allocation

Requirements:
• Bachelor’s degree in Finance, Economics, or a related field; CFA or Master’s preferred
• At least 5 years in investment research or analytics
• Proven track record of generating actionable investment insights
• Strong analytical and financial modeling skills
• Excellent communication abilities for diverse audiences

Apply your investment analysis expertise to help shape client success at Optimize Wealth Management in downtown Toronto.
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📌 Senior Investment Research Analyst Optimize Wealth (Ontario)
🏢 Optimize Financial Group
📍 Ontario