Associate Portfolio Analytics

Empire Life; Toronto; Hybrid; CAD 78,000 - 126,000; Full time

Job summary

A leading investment firm in Ontario is seeking an Associate, Portfolio Analytics to join their Investments team. This role involves conducting performance and risk analyses of portfolios, providing insights to senior investment professionals, and developing analytics tools. Candidates should have a strong quantitative background, proficiency in MS Office, and a minimum of 3 years' experience in finance. The position offers a comprehensive rewards package and a hybrid work model.

Benefits

Competitive salary

Annual bonus program

Comprehensive benefits package

Flexible work arrangements

Generous vacation policy

Qualifications

• 3+ years of experience in the financial services industry.
• 1+ years in Investment Product Management or Portfolio Analytics.
• Experience working with senior investment professionals.

Responsibilities

• Conduct in-depth analysis of investment portfolios.
• Deliver portfolio analytics reporting to Portfolio Managers.
• Support Product and Marketing teams with insights.

Skills

Analytical thinking

Communication skills

Knowledge of capital markets

Proficiency in MS Office

Relationship building

Education

University Degree in a quantitative field

CSC and IFIC courses

CFA or MBA

Tools

Excel

Bloomberg

VBA

Python

Job description

Location: Hybrid, Toronto - University Ave

The total target compensation (TTC) range, including salary and target bonus, is $78,698 - $125,350. This TTC range is applicable to permanent roles only; fixed-term contract and casual roles are not eligible for annual bonus and would receive only the base salary component. The TTC will be pro-rated for permanent part-time roles.

Empire Life is looking to hire an Associate, Portfolio Analytics to join our Investments team! We are actively seeking candidates to fill a current, open position.

The Portfolio Analytics Associate is responsible for executing performance, risk, positioning and competitive analysis of Empire Life investment portfolios. In addition to portfolio analytics, the Portfolio Analyst participates in initiatives that build and maintain the awareness and understanding of Empire Life’s investment philosophy, approach, style and mandates by providing support to key stakeholders in support of Retail Investment Product and Marketing. The incumbent is guided by generally defined expectations and works under the broad supervision of the Head of Investment Research.

Why pursue this opportunity

Our mission - Provide expertise and intelligent solutions to help Canadians navigate life with confidence.

Impactful work - get the opportunity to work on meaningful projects that have a positive impact on our customers, our company, and society as a whole.

Have your voice heard - with a fresh perspective, we welcome those that can highlight opportunities for improvement. We encourage creative and innovative thinking and welcome candidates who are not afraid to challenge the status quo.

What you’ll be working on

• Conduct in-depth analysis of equity, fixed income and multi-asset portfolios including (but not limited to) performance attribution, risk assessment and positioning trends.
• Deliver portfolio analytics reporting for the use Portfolio Managers and other senior investment professionals, including the CIO
• Assist in the development of tools and process enhancements to help expand the existing portfolio analysis and reporting capabilities.
• Build and maintain strong working relationships with members of the investment team and participate in investment team meetings to maintain an expert level of knowledge regarding Empire Life funds and capital markets.
• Develop and provide competitor investment analysis, provide insights into asset flows and provide proactive recommendations on relative positioning and fund strategies.
• Leverage investment expertise to build and manage content, including (but not limited to) presentations and regular portfolio commentaries, for Portfolio Managers and the CIO.
• Support Product and Marketing teams with fund / market related content / insights for strategic campaigns and tactical communications.
• Proactively represent the investment team by researching and delivering fund and market updates to internal marketing and product teams.
• Provide analytical support into new product development and other strategic initiatives
• Respond to investment-related enquiries from internal and external sources in a timely manner.

What we’re looking for you to have

• Completion of a University Degree in a quantitative field
• Completion of CSC and IFIC courses
• CFA or MBA is considered an asset
• 3+ years of progressive experience in financial services industry
• 1+ years experience in an Investment Product Management, Portfolio Analytics or Risk Management role in the investment management industry.
• Understanding of capital markets, portfolio management concepts and the competitive fund landscape
• Experience working with Portfolio Managers and other senior investment professionals.
• Very strong knowledge of MS Office including MS Excel, MS Powerpoint, MS Word and other spreadsheet, database and presentation software
• Knowledge of industry tools such as Morningstar Direct, Reuters, Bloomberg is an asset
• Knowledge of quantitative finance and Knowledge of programming including MS Excel Macros, VBA, Python is an asset
• Highly analytical with understanding of statistical concepts, quantitative methods and ability to interpret data
• Ability to translate data and analysis into written reports and presentations to key stakeholders
• Strong relationship building, communication and presentation skills
• Strong ability to work collaboratively with others to achieve desired results
• Ability to prioritize and balance multiple tasks or projects
• If you are applying for a position which is open to applicants across Canada, unless otherwise indicated in the position, language proficiency in English is required for communicating with customers, advisors, or employees across Canada.
• Our hiring process includes AI screening for keywords and minimum qualifications. Recruiters review all results.

Beyond the salary

For permanent full-time positions, Empire Life offers a comprehensive total rewards package that includes:

• Competitive salaries with annual pay increases
• Annual bonus program, which recognizes both strong company performance and individual contributions, for non sales positions
• A comprehensive employer-funded benefits package starting from day one of employment, that includes life insurance, disability, health and dental and a generous health account
• Flexible work arrangements and an annual allotment of personal health days.
• Four weeks annual vacation from hire date
• A defined contribution pension plan with generous employer matching
• Top up programs for parental leave and compassionate leave
• Employer-sponsored wellness and recognition programs
• A cash employee referral program

To learn more about working at Empire Life, visit https://www.empire.ca/workatempire.

Get to know us

Empire life is proud to be an equal opportunity employer. We celebrate diversity, are committed to creating an inclusive environment, and welcome everyone to participate in our application process. We encourage those of all backgrounds and experiences to apply, even if you don\'t believe you meet each unique qualification outlined. Applicants will receive equal consideration without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, or age.

Empire Life welcomes applications from people with disabilities and disabled people. Accommodations are available upon request for candidates taking part in all aspects of the screening and selection process. If you need this job posting in an alternative format or have any accessibility questions, please contact [e-mail].

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