- Support Investment Counsellors in analyzing and preparing client portfolios and custom research reports - Liaise with the investment management team to provide current, pertinent information on portfolio holdings - Respond to RFIs, RFPs and DDQs from consultants and institutional prospective clients - Ensure consultant data is provided regularly - Assist in customizing presentations for institutional prospects - Develop performance attribution commentary and analysis for investment strategies sent to clients and prospects - Support original capital markets content creation to enhance client communications - Update institutional prospect and client collateral - Create and maintain competitor intelligence profiles and landscapes - Work independently and within the team on ongoing strategic initiatives - Support existing client relationships and business development efforts - Collaborate with all departments to contribute to the firm's growth and client service objectives Requirements - Bachelor's degree in business, commerce, finance or a related field - Between 0-2 years of relevant work experience - An interest in pursuing the CFA or CIM designation is preferred - Advanced proficiency with the Microsoft Suite (Word, Excel, PowerPoint) - Experience with eVestment or Bloomberg would be an asset - Knowledge of the institutional investment industry would be an asset - Skilled presence with strong interpersonal and presentation skills - Self-motivated with a high energy level - Dedicated,



well-organized and resourceful with a high level of attention to detail - Ability to handle confidential information - Team player with a positive, proactive attitude - Demonstrates initiative and thrives in environments that require flexibility and adaptability - Ability to draft documentation in French and English - Ability to liaise with employees based in various Canadian offices Core Competencies Demonstrates strong analytical skills in portfolio analysis and client reporting, with advanced proficiency in Microsoft Suite and a foundational understanding of the institutional investment industry. Capable of effective communication in both French and English, supporting client relationships and business development initiatives. Highest-signal resume keywords - Portfolio Analysis - Client Reporting - Microsoft Suite Proficiency - Institutional Investment Knowledge - Bilingual Communication ATS Optimization Keywords Hard Skills - Portfolio Analysis - Performance Attribution Analysis - RFI Response - RFP Response - DDQ Response - Documentation Drafting - Data Management - Competitor Intelligence - Presentation Customization - Research Reporting Soft Skills - Interpersonal Skills - Presentation Skills - Self-Motivated - Organizational Skills - Team Player Certifications & Qualifications - CFA - CIM Industry Keywords - Investment Management - Client Communications - Institutional Clients - Capital Markets - Confidential Information Handling Tools & Technologies - Microsoft Word - Microsoft Excel - Microsoft PowerPoint - EVestment - Bloomberg

📌 Investment Services Analyst (Toronto)
🏢 Jobtailor
📍 Toronto