Asset Management Specialist

Intelliswift - An LTTS Company; Toronto; Hybrid; CAD 80,000 - 100,000; Full time

Job summary

An innovative company is seeking a Junior Analyst to join their Distribution Strategy team. This role offers a unique opportunity to support the optimization of mutual funds and ETFs through strategic analysis and collaboration with senior management. The ideal candidate will possess strong analytical skills, advanced proficiency in Excel and PowerPoint, and a keen ability to interpret data to drive business decisions. This position not only allows you to engage with diverse stakeholders but also to contribute to the strategic planning process that shapes the future of financial services. If you're eager to make an impact in a dynamic environment, this is the perfect role for you.

Qualifications

• 2 years of experience in asset management or financial services.
• Advanced skills in Excel and PowerPoint required.

Responsibilities

• Analyze distribution channels and sales trends for strategic decision-making.
• Create reports and presentations to track distribution performance metrics.

Skills

Analytical Skills

Communication Skills

Problem Solving

Advanced Excel (VBA)

PowerPoint

Detail-oriented

Flexibility

Initiative

Creative Thinking

Education

Bachelor's degree in business, finance, or related field

CSC or CFA certification

Tools

Microsoft Office Suite

VBA

Power BI

Job description

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Intelliswift - An LTTS Company provided pay range

This range is provided by Intelliswift - An LTTS Company. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

CA$41.38/hr - CA$41.38/hr

Location: Toronto, ON M5X 1A1 (Hybrid – 3 days/week onsite)

Duration: 12 months

Contract Type: T4 only

Pay Rate: CA$41.38/Hour

Role Mandate:

• As a Junior Analyst on the Distribution Strategy team, you will support the development and execution of strategic initiatives aimed at optimizing the distribution of Client’s mutual funds, ETFs, and other investment products.
• Reporting to the Head of Distribution Strategy, you will work closely with senior management, business line leaders and a diverse set of stakeholders to deliver advice that solves business problems through research, analysis, and compelling strategic recommendations.
• The selected candidate will be analytical, organized, and possess advanced Excel/Powerpoint skills.

Role Responsibilities Include (but are not limited to):

• Assist in the analysis of distribution channels, sales trends, and market opportunities to inform strategic decision-making.
• Support in the creation of reports, dashboards, models, and presentations to analyze and track distribution performance metrics, among other things.
• Assist with the preparation of materials for internal and external stakeholders, including senior management presentations.
• Help manage and maintain distribution data, ensuring accuracy and completeness.
• Track on compliance approvals and organizing/updating the project tracker as required.
• Conduct research on competitors, market conditions, and client needs to support continued business strategy development and identify opportunities for new products and growth.
• Successful candidates will play a key role in leading strategic projects, managing relationships with senior management and stakeholders at all levels throughout the Bank and driving the Bank’s strategic planning process forward.
• Broader work or accountabilities may be assigned as needed.

Must-Have Skills:

• Bachelor’s degree in business, finance, or a related field (Engineering, Economics).
• 2 years of experience in asset management, financial services, or a related field.
• Capital Markets experience an asset (open to previous co-op experience within the field).
• Excellent analytical skills with the ability to interpret data and draw conclusions.
• Strong communication and interpersonal skills to collaborate with team members and external stakeholders.
• Thinks creatively and proposes new ideas on how to help the overall distribution team.
• Advanced in Microsoft Office suite, particularly Excel (VBA) and PowerPoint.
• Detail-oriented and organized individual.
• Flexible in working hours to support OT hours as required.
• Ability to work independently and takes initiative to address challenges and provide solutions.
• Flexibility to adapt to changing priorities and multi-task in a dynamic environment.
• CSC or CFA certification nice to have.
• Brings new ideas on how to make processes more efficient.
• Coding experience (particularly VBA and Power BI) considered an asset.

Seniority level

Associate

Employment type

Contract

Job function

Analyst

Industries

Capital Markets and Investment Banking