At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID).

About

Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care, high-performance culture, upheld by the three commitments we make to our team members:

- Impact in action: No matter where you are in the organization, you're empowered to make an impact in the lives of our clients and communities.
- Thrive together: We want you—the unique, authentic you—to feel safe and celebrated at work. We're on a continuous journey to build the most flexible and inclusive programs.
- Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.

About The Role

We are actively seeking a highly motivated, detail-oriented, and ambitious individual to join our dynamic Product team in a full-time capacity as an Analyst, Investment Research and Solutions. This role is situated within the Investment Manager Research segment, offering an exceptional foundation for a recent graduate or early-career professional looking to build a career in investment management research and analytics.

The ideal candidate will bring experience in financial services or investment management. This position requires a solid foundational understanding of investment products, market research methodologies, and quantitative analysis.

This position offers a strong growth opportunity to support the execution, ongoing maintenance, and data administration of our proprietary research tools and platforms.



The successful candidate will be responsible for supporting quantitative data collection, peer performance attribution, and research reporting to directly assist our investment advisory and portfolio management teams. The role encompasses analytical support for strategic research projects and competitive intelligence in a collaborative environment.

This role works in close partnership with the Senior Manager, Investment Research and Solutions, taking day-to-day functional direction to ensure operational execution and research deliverables are aligned with the team's broader strategic initiatives.

Responsibilities

- Manager Due Diligence & Monitoring Support: Assist in conducting research, quantitative screening, qualitative evaluation, and ongoing monitoring of external investment managers and sub-advisors. Prepare initial due diligence summaries and attribution materials for review.
- Product Intelligence & Positioning: Support the development of product positioning, key messaging, and presentation content based on market research and peer group analysis.
- Analytical Support & Reporting: Maintain investment databases, build recurring reporting suites, and conduct quantitative analysis to support investment committee decisions and product development efforts.
- Product Solutions Initiatives/ Projects:



Provide analytical support and research input for strategic product initiatives, ensuring alignment with the firm's investment strategy. Assist with ongoing maintenance, content updates, and operational support as required.

Skills, Experience & Requirements

- Bachelor's degree in Finance, Economics, Business, or a related field; 1-2 years of professional experience (relevant co-op or internship experience will be considered).
- Foundational knowledge of investment manager due diligence, portfolio analysis, and market metrics.
- Strong analytical and quantitative skills, with working knowledge of investment research tools (e.g., Morningstar, Bloomberg, or eVestment) and advanced Excel proficiency.
- Excellent written and verbal communication skills with robust attention to detail.
- Excellent written and verbal communication skills, particularly in developing clear and compelling product positioning and documentation.
- CFA Level 1 candidate or interest in pursuing the CFA designation preferred.
- Ability to manage multiple complex projects simultaneously and meet tight deadlines.

Salary Range

Please note the Base Salary Range for this position is: $73,680 – $101,310 annually, The Market Reference rate is: $92,100 annually.

Placement within the range is dependent upon an evaluation of the candidate's experience, education, and specialized skills.

Don't meet all the requirements on the list?

A resume only goes so far in expressing who you are and the unique perspectives you bring. If you believe your skills and experience align with the role—but you might not check all the boxes,we want to hear from you. We encourage candidates from all work backgrounds, equity-

📌 Analyst, Investment Research and Solutions (Toronto)
🏢 ATB Financial
📍 Toronto