Investment Analyst/Associate Portfolio Manager

iA Financial Group (Industrial Alliance); Montreal (administrative region); Hybrid; CAD 110,000 - 120,000; Full time

Benefits offered by this job

Stock purchase plan

Vacation and wellness/personal days

Telemedicine

Employee and family assistance program

Discounts on iA products

Job summary

iA Financial Group in Montreal is seeking an Associate Portfolio Manager / Analyst to support multi-asset trading, research, and portfolio management, including trade execution, security analysis, and contributing to portfolio construction and risk analysis.

You'll work within the PM Program to support iAPW’s Portfolio Managers and APMs, providing analytical insights and operational support across mandates, while liaising with advisors and managing reporting.

Qualifications

• Undergraduate or graduate degree in finance or related fields.
• CFA or CIM designation required or preferred.
• Fluent in English and French for advisor communications.

Responsibilities

• Assist in multi-asset trading activity and portfolio construction.
• Conduct security research and evaluate managers/strategies.
• Review Offering Memorandums and assess structure, risks and drivers.
• Produce investment reports, analytics and recommendations for PMs.
• Support PM onboarding and KYP assessments.

Skills

Portfolio construction

Trade execution

Risk analysis

Analytical reporting

Excel

Education

Finance degree

CFA or CIM designation

Tools

Bloomberg

FactSet

Job description

Build the future with us

The Associate Portfolio Manager / Analyst will support multi-asset trading, research, and portfolio management, executing trades, analyzing securities and alternative strategies, reviewing OMs, and contributing to portfolio construction, rebalancing, and performance/risk analysis. The role also works within the PM Program to support and evaluate iAPW’s Portfolio Managers and APMs, providing high-quality analytical insights and operational support across mandates.

Description

The Associate Portfolio Manager / Analyst will support multi-asset trading, research, and portfolio management, executing trades, analyzing securities and alternative strategies, reviewing OMs, and contributing to portfolio construction, rebalancing, and performance/risk analysis. The role also works within the PM Program to support and evaluate iAPW’s Portfolio Managers and APMs, providing high-quality analytical insights and operational support across mandates.

PM Pools

• Assist the Portfolio Manager in trading activity, movements/net cash flows (redemptions and contributions, distributions, if any). Trade execution for PM pools, legacy SMA models
• Conduct security research and evaluate managers/strategies.
• Review Offering Memorandums and assessing alternative strategies’ structure, risks, and return drivers.
• Multi-asset portfolio construction, rebalancing, and implementing from PM directives.
• Conduct performance attribution, risk metrics analysis, and portfolio diagnostics.
• Provide trade execution, order management, and maintaining accurate portfolio positioning.
• Produce clear, concise investment reports, analytics, and recommendations for PMs.
• Lead the development, review, and documentation of PM Pool KYP assessments in alignment with program standards.

PM Program

• Respond to daily inquires from advisors
• Assist the Portfolio Manager with ad-hoc data pulls, quick-turn analyses, presentation materials. Prepare, proof, and format documents, briefs, and presentations. Draft emails, circulate updates, and drive stakeholder follow-ups to closure. Draft and distribute concise updates, meeting notes, and action summaries
• Coordinate the Managed Account Committee agenda, applications and overall PM onboarding process
• Manage the monthly PM supervision fee billing process by providing invoicing data to the Programs and Platforms Manager.
• Supervision of the firm’s APMs
• Assess and report on the firm’s Portfolio Managers’ performance, including evaluation of returns, risk profiles, consistency of process, and adherence to mandate expectations.

What Could Accelerate Your Success In This Role

We’re looking for someone who:

• Currently registered as Associate Portfolio Manager or Portfolio Manager with a securities regulator
• Very strong investment acumen and understanding of portfolio construction principles
• Experience in portfolio allocation, portfolio rebalancing, trade execution and reconciliation
• Good knowledge of alternative investments (real estate, private equity, private debt, etc.)
• Strong understanding of the Canadian full-service wealth management space
• Undergraduate or graduate degree in finance or related fields
• CFA or CIM designation
• Must be fluent in English and French to communicate with advisors across the country
• Strong technical skills in Excel, Bloomberg/FactSet (or equivalents), and portfolio analytics tools.
• Excellent communication, attention to detail, and ability to operate in a fast-pace PM environment.
• Intermediate proficiency in French, due to frequent interactions with French-speaking internal and external partners across Canada.

Why you’ll love working with us?

• A work environment where learning and development merge with a collective pursuit of excellence;
• A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed;
• The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces;
• Competitive benefits: Flexible group insurance, competitive pension plan, stock purchase plan, vacation and wellness/personal development days, telemedicine, employee and family assistance program, ergonomic furniture program, performance bonus, discounts on iA products, and much more!

The typical hiring range for this position is between 110,000$ and 120,000$ CAD per year; the base salary offered may vary depending on knowledge, skills, years of experience, and internal equity related to the role. At iA, we are committed to offering a fair, equitable, and market-based compensation structure. Our market data is updated annually to reflect the most current market conditions.