05 Oct
|
iA Financial Group
|
Toronto
05 Oct
iA Financial Group
Toronto
Analyst / Senior Analyst - Fund Management and OversightBuild the future with us. Looking for an opportunity to participate and coordinate portfolio manager oversight activities, product development and manager searches as well as assistance in fund launches and ongoing fund management activities? We have a position for you within our Investment team!What You’ll Accomplish With UsMaintain strong relationships with multiple external managers by conducting regular due diligence meetings, including the assessment of investment processes, fund positioning, risk management and performance using internal and external tools (e.G. Morningstar Direct, eVestment).Analyze fund offerings and develop reporting to evaluate quality and diversity, identify strengths and weaknesses, and formulate data‑driven recommendations.Gather, synthesize and communicate relevant information to the lines of business regarding management firms, investment strategies, fund positioning and performance.Contribute to fund selection processes by aligning partner needs with the optimization of business relationships across IA Financial Group.Support recommendations related to the development, enhancement and management of investment products and fund structures, including fund launches, transformations, closures, transactions and periodic rebalancing, leveraging both internal and external expertise.Support the growth of the lines of business and represent IA and the Investment team across internal networks by sharing analyses, providing insight on fund offerings, performance and positioning, and ensuring visibility into monitoring processes and tools.What could accelerate your success in this roleHas a Bachelor's degree in finance or Master's degree in business administration or finance,
an asset2 - 5 years experience in a similar or relevant positionCFA designation or be in the process of certificationHas Advanced knowledge of ExcelIs a strong analytical skills and who is an excellent communicatorIs an excellent collaborator, high degree of motivation and strong leadership skillsFluency in French and an advanced level of English proficiency are required, as the individual will be expected to communicate and deliver presentations to internal and external clients located across Canada on a daily basis.Why you’ll love working with usA work setting where learning and development merge with a collective pursuit of excellence; A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed; The opportunity towork in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces; Competitive benefits: Flexible group insurance, competitive pension plan, stock purchase plan, vacation and wellness/personal development days, telemedicine, employee and family assistance program, ergonomic furniture program, performance bonus, discounts on iA products, and much more!Apply now and get ahead of your career, where your talent really belongs!Still unsure about applying? At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply – your place might be with us, and we want to get to know you!The typical hiring range for this position is between 60 000 and 85 000CAD per year + bonus; the base salary offeredmay vary depending on knowledge, skills, years of experience, and internal equity related to the role. At iA, we are committed to offering a fair, equitable, and market-based compensation structure. Our market data is updated annually to reflect the most current market conditions.#J-18808-Ljbffr
📌 Analyst / Senior Analyst - Fund Management And Oversight - C$60,000 - C$85,000 A Year (Toronto)
🏢 iA Financial Group
📍 Toronto