09 Sep
|
iA Financial Group (Industrial Alliance)
|
Winnipeg
09 Sep
iA Financial Group (Industrial Alliance)
Winnipeg
Elevate client engagement at iA Global Asset Management as the Associate Director, focusing on investment strategy and client solutions. Leverage your investment expertise to foster relationships and drive business growth.
As an experienced investment skilled, you will report to the Head of Investment Strategy and Client Solutions. Your role centers around portfolio management, client relationship building, and supporting business development. Collaborating with multiple teams, you will ensure clients receive timely and relevant investment support.
Key Responsibilities:
• Support client meetings and investment reviews • Translate client needs into effective investment solutions • Create and maintain client-ready investment materials • Coordinate high-quality RFPs and DDQs • Collaborate across functional teams for timely delivery
Requirements: • Bachelor's degree in finance or related field • 5-10 years in asset management or related areas • CFA, CIM, or relevant designation preferred • Strong analytical and interpersonal skills • Proven ability to explain complex concepts clearly
Utilize your relationship management skills and investment knowledge to enhance partnerships at iA Global. #J-18808-Ljbffr
📌 Investment Strategy Associate Director iA Global (Winnipeg)
🏢 iA Financial Group (Industrial Alliance)
📍 Winnipeg