Optimize Wealth Management in Toronto seeks a Senior Investment Research Analyst to drive analytical insights that shape investment strategies. This full-time, in office 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 allocationRequirements:
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
Solid analytical and financial modeling skills
Excellent communication abilities for diverse audiencesApply 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 (Canada)
🏢 Optimize Financial Group
📍 Canada