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 rapid-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. #J-18808-Ljbffr

📌 Senior Investment Research Analyst Optimize Wealth (Toronto)
🏢 Optimize Financial Group
📍 Toronto