Investment Funds Analyst

ISS; Toronto; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading company in financial services is seeking an Analyst to contribute to key research publications and support clients. Ideal candidates will have an undergraduate degree and strong analytical skills, with opportunities for professional growth in a collaborative environment.

Benefits

Continuous learning and development opportunities

Merit-based compensation and career progression

Supportive, collegial culture

Qualifications

• Self-starting and motivated with research management skills.
• 1-2 years experience in financial services preferred.
• Knowledge of wealth management and financial markets advantageous.

Responsibilities

• Design and execute research processes and analyses.
• Generate content for research reports.
• Liaise with Data Operations for data gathering.

Skills

Attention to detail

Strong communication skills

Adaptability

Education

Undergraduate degree in economics, business, finance, or social sciences

Tools

Spreadsheets

Databases

Job description

Let’s be #BrilliantTogether

Investor Economics (IE), a division of Institutional Shareholder Services Market Intelligence (IE), is Canada’s leading provider of fact-based analysis to the retail financial services industry. Our client base includes major financial institutions across Canada, such as banks, credit unions, brokerage firms, mutual fund companies, insurance companies, and money managers. IE offers advice and decision-support based on extensive data analysis related to the supply and demand of financial services.

We foster an ideas-driven, high-performance environment where advancement is merit-based. Successful applicants will bring energy and dedication, developing analytical skills and gaining industry-specific knowledge in retail banking and wealth management.

Position Profile & Responsibilities

Analysts at IE are vital team members, contributing ideas and analyses for key research publications and supporting clients on an ad-hoc basis.

The Analyst will support the Product team, focusing on product research related to mutual funds, funds of funds, ETFs, deposits, insurance, and more. They will participate in developing major reports such as the Insight Report, ETF Report, Insurance Report, and SIMFUND Canada.

Key skills include:

1. Designing and executing research processes and analyses.
2. Generating content for research reports.
3. Liaising with Data Operations for data gathering.
4. Formulating and presenting conclusions.
5. Thinking independently.
6. Producing written commentaries.

Joining IE offers:

• A supportive, collegial culture.
• Valuable industry knowledge and experience.
• Continuous learning and development opportunities.
• Merit-based compensation and career progression.

Position Qualifications

Ideal candidates are self-starting, motivated, and capable of managing research and reporting within deadlines with limited supervision.

Required qualifications include:

• An undergraduate degree in economics, business, finance, or social sciences.
• Interest in financial services.
• Proficiency with spreadsheets and querying; knowledge of databases is a plus.
• Attention to detail and data integrity.
• Strong communication skills.
• Responsibility and deadline awareness.
• Adaptability to changing priorities.

Preferred candidates will also have:

• 1-2 years of experience in financial services or wealth management.
• Experience in market research or data gathering.
• Knowledge of the wealth management industry and financial markets is advantageous.

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What You Can Expect from Us

At ISS STOXX, our people are our strength. We are committed to diversity and fostering a culture that values varied skills and perspectives. We hire top talent and support their growth professionally and personally.

We promote an environment of creativity, innovation, and future success.

Let’s empower, collaborate, and inspire.

Let’s be #BrilliantTogether.

About ISS STOXX

ISS STOXX GmbH provides research and technology solutions for the financial market, including indices and services in governance, sustainability, and cyber risk. Part of Deutsche Börse Group, with over 3,400 professionals worldwide, serving around 6,400 clients.

ISS Market Intelligence offers data, insights, and market engagement solutions for the financial industry, leveraging proprietary data and analytics to support strategic decisions.

Visit our website: https://www.issgovernance.com

View open roles: https://www.issgovernance.com/join-the-iss-team/

ISS is committed to diversity and inclusion, prohibiting discrimination or harassment based on protected characteristics in all employment activities.