Investment research and quantitative analysis define this full-time Analyst role at ATB, supporting proprietary tools, manager research, and portfolio teams.
Designed for a recent graduate or early-career skilled, this Analyst, Investment Research and Solutions position sits within Investment Manager Research. You will support investment products, market research methodologies, quantitative data collection, peer performance attribution, and research reporting. The role partners closely with the Senior Manager, Investment Research and Solutions, following day-to-day functional direction.
Key Responsibilities: Research and monitor external investment managers and sub-advisors
Prepare due diligence summaries and attribution materials
Support product positioning and presentation content development




Maintain investment databases and recurring reporting suites
Provide analytical input for strategic product initiatives
Requirements: Bachelor's degree in Finance, Economics, Business, or related field
One to two years of professional experience
Knowledge of due diligence, portfolio analysis, and market metrics
Advanced Excel and investment research tools knowledge
Strong communication, quantitative, and organizational skills
Apply investment research, manager monitoring, Excel, and quantitative analysis skills supporting ATB's advisory and portfolio management teams.

#J-18808-Ljbffr

📌 Investment Research Analyst (Ontario)
🏢 ATB
📍 Ontario