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 fast-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.

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