Investment Analyst/Associate Portfolio Manager

Iaawg; Montreal (administrative region); Hybrid; CAD 110,000 - 120,000; Full time

Benefits offered by this job

Flexible group insurance

Pension plan

Stock purchase plan

Telemedicine

Employee assistance program

Discounts on iA products

Job summary

The Associate Portfolio Manager / Analyst at iA Private Wealth Inc. will support multi-asset trading, research, and portfolio management, executing trades and analyzing securities.

You will review Offering Memorandums, assess alternative strategies, contribute to portfolio construction and performance analysis, and prepare concise investment reports for PMs. Bilingual English/French and CFA or CIM preferred; hybrid work across Canada.

Qualifications

• Very strong investment acumen and understanding of portfolio construction principles.
• Experience with multi-asset allocation, rebalancing, and trade reconciliation.
• Proficient in Excel and portfolio analytics tools; Bloomberg/FactSet preferred.

Responsibilities

• Support multi-asset trading, research, and portfolio management.
• Execute trades and review offering memorandums for alternative strategies.
• Construct portfolios, rebalance, and perform performance/risk analysis.
• Produce investment reports, analytics, and PM-ready recommendations.
• Assist PMs and APMs with data pulls, analyses, and onboarding processes.

Skills

Investment acumen

Portfolio construction

Communication

Bilingual (English/French)

Education

Finance degree or related field

CFA or CIM designation

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.

What you’ll accomplish with us?

• 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‑paced 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

1. A work environment where learning and development merge with a collective pursuit of excellence;
2. A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed;
3. 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.

Location(s) Montreal / 1981 McGill College Avenue Other Possible Location(s) Toronto / 26 Wellington Street East

Company Overview

iA Private Wealth Inc.

iA Financial Group* is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management. With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate. At iA, we’re invested in you. * iA Financial group includes of the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privée de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rhéaume et associés, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto

Our Commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability. Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs.

In 2026, iA Financial Group also ranks 1st among major publicly traded Canadian insurers.

At iA Financial Group, our differences make us unique. We are committed to supporting and celebrating diversity because we believe that it is by bridging our differences that we will be stronger.

Our employees’ wellbeing is our priority. We are also committed to creating a stimulating and safe work environment, in addition to offering a real work-life balance with our flexible work model.

As a reflection of our employees’ appreciation, iA has been ranked as one of the top employers in Canada in 2023 by Glassdoor and Forbes.