Analyst, Investment Insights

Socket.dev; Toronto; Hybrid; CAD 85,000 - 120,000; Full time

Job summary

CC&L Financial Group is seeking an Analyst for the Investment Insights team in Toronto. You will work with investment teams to create analytics that generate actionable insights and improve affiliate investment processes.

You will contribute across the analytics lifecycle, focusing on design and development, with a high-skill, high-impact team. You should have an undergraduate degree in finance, data science, or a quantitative field, and familiarity with Python, SQL, and modern analytics tools.

Qualifications

• Undergrad degree in finance, data science, or related field.
• CFA/FRM designation is a plus.
• Experience with modern analytics pipelines.

Responsibilities

• Develop analytics generating investment insights.
• Understand affiliate investment strategies and workflows.
• Research and propose new analytic methodologies.
• Collaborate with investment managers and leadership on proofs of concept.
• Productionalize and scale analytics with Platform/Methodology Team.
• Leverage datasets to support performance, risk, and other analytics.

Skills

Investment analytics

Data science

Systems thinking

Communication

Problem solving

Education

Undergraduate degree in finance or data science

CFA/FRM asset

Tools

Python

SQL

GitHub Copilot

VisualCron

Prefect

Databricks

Microsoft Fabric

PowerBI

Tableau

Job description

Are you interested in joining one of Canada’s top-performing asset managers? We are looking for an Analyst to join our Investment Insights (II) team. In this position you will work with investment teams to create analytics that generate actionable insights. You will leverage your knowledge of investment analytics and data science to improve affiliate’s investment processes. You will contribute across the full analytics delivery lifecycle with a focus on design and development. This is a fantastic opportunity to join a high-impact, high-skill team whose scope and impact continue to grow.

What You Will Do

• Develop analytics that generate investment insights and improve affiliate investment manager effectiveness.
• Build a deep understanding of affiliate investment strategies and workflows.
• Proactively research and propose new analytic methodologies; identify opportunities to enhance decision-making and expand our analytics offering. Serve as a thought leader in investment analytics.
• Collaborate with investment managers and senior leadership to iterate on proofs of concept.
• Partner with the Platform and Methodology Team to productionalize and scale these analytics.
• Leverage financial datasets and tools to create and enrich analytics. Current analytics include performance, attribution, portfolio risk and exposure, machine learning stock screeners, hypothetical scenario analysis, competitor analysis, liquidity risk, trade monitoring, ESG scoring frameworks, fee analysis, etc.
• Investigate and resolve complex issues using your strong understanding of analytics methodologies.
• Explain business logic and technical concepts clearly, adjusting your communication style for a given audience.
• Apply AI where it adds value, such as, in financial modelling, anomaly detection, and natural-language database querying.

What You Bring

• An undergraduate degree in finance, data science, or a quantitative field. Completion of a relevant designation, such as the CFA or FRM, is an asset.
• You have deep knowledge in investment analytics, investment management, or data science.You are a systems thinker and take ownership of your work.
• You have practical experience with the tools and systems used in modern analytics pipelines. Experience with Python, SQL, AI programming assistants (e.g. GitHub Copilot), automation and scheduling platforms (e.g. VisualCron, Prefect), data platforms (e.g. Databricks, Microsoft Fabric), and data visualization tools (e.g. PowerBI, Tableau) is an asset. Experience developing AI solutions is an asset.
• Passionate about technology and are committed to continuous learning. You apply and integrate emerging technologies where they add value. You bring the “art of the possible” to solution design.
• Strong problem solver who can identify patterns, generate insights, and approach ambiguous problems with structure and creativity.
• You can communicate complex concepts clearly and build alignment across stakeholders at all levels. You have a collaborative spirit, can navigate different perspectives, and promote alignment toward common organizational
• Identify, assess, and mitigate process risks, and escape issues proactively when needed.
• You can use judgement to make sound decisions in a timely fashion under ambiguity. You are self-directed, proactive, and comfortable proposing solutions.

The salary range for this position is $85,000-$120,000. The salary range provided reflects the base salary range for this position as required by legislation. In addition, there is an annual performance bonus which contributes to the total compensation for this position. Further questions may be directed to the HR team during the interview process.

#LI-HYBRID #LI-SJ1

For a closer look at how you can build your career with us, we invite you to explore cclgroup.com.

CC&L Financial Group is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age. We are committed to providing an inclusive, accessible recruitment and selection process. We welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the recruitment and selection process. Please contact [e-mail] if you require accommodation.

Your application will be reviewed by a member of the hiring team - AI is not used in the screening, assessment or selection of applications at this time.