Investment Analyst-Asset Management / Capital Markets

BeachHead; Toronto; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading financial client is looking for an Investment Analyst specializing in Asset Management and Capital Markets in Toronto. The successful candidate will assist in optimizing clients' investment product distributions and contribute to strategic planning by delivering analytical insights and presentations. You will collaborate with senior management and various stakeholders, supporting crucial decisions that drive business growth in a dynamic financial environment.

Qualifications

• 2 years of experience in asset management or financial services.
• Capital Markets experience is an asset.
• Flexibility and the ability to work independently.

Responsibilities

• Assist in the analysis of distribution channels and sales trends.
• Support the creation of reports and dashboards to track performance metrics.
• Conduct research on competitors and market conditions.

Skills

Analytical skills

Communication

Interpersonal skills

Creativity

Detail-oriented

Organizational skills

Education

Bachelor’s degree in business, finance, or a related field

Tools

Microsoft Office suite

Excel (VBA)

PowerPoint

Job description

Investment Analyst-Asset Management / Capital Markets

Working with one of the top financial clients, this role calls for an Investment Analyst-Asset Management / Capital Markets who will support the development and execution of strategic initiatives aimed at optimizing the distribution of clients’ 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.

Responsibilities :

• 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 compliance approvals and organize / update 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.

Desired Skill Set :

• 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 working hours to support OT hours as required.
• Ability to work independently and take initiative to address challenges and provide solutions.
• Flexibility to adapt to changing priorities and multi-task in a dynamic environment.
• Brings new ideas on how to make processes more efficient.

Nice To Have :

• Coding experience (particularly VBA and Power BI).
• Banking Experience.
• CSC or CFA certification.

BeachHead is an equal opportunity agency and employer. We advocate for you and welcome anyone regardless of race, color, religion, national origin, sex, physical or mental disability, or age.