Investment Funds Research Manager: Pooled Assets

Scotiabank; Toronto; On-site; CAD 90,000 - 120,000; Full time

Job summary

A leading financial institution in Toronto seeks a Manager for Investment Funds Research to provide investment advice and ensure adherence to regulations. The ideal candidate has 5+ years in finance, strong analytical skills, and experience with ETFs and mutual funds. This role requires building client relationships and monitoring markets. Competitive compensation and commitment to inclusivity are offered.

Qualifications

• Minimum 5 years of finance-related experience.
• Understanding of Investment Funds/Alternative Assets/ETFs with 3 years of fund research experience.

Responsibilities

• Provide investment advice and thought leadership across GIS.
• Conduct due diligence on Canadian-based mutual funds and ETFs.
• Develop relationships with fund manufacturers to facilitate information flow.

Skills

Analytical skills

Written communication

Verbal communication

Relationship building

Self-management

Diligence

Professional integrity

Education

Post-secondary degree (Commerce or Business Administration preferred)

CFA or CAIA charter holder or candidate preferred

Tools

Morningstar Direct

Bloomberg

MS Office

VBA programming language

Job description

A leading financial institution in Toronto seeks a Manager for Investment Funds Research to provide investment advice and ensure adherence to regulations. The ideal candidate has 5+ years in finance, strong analytical skills, and experience with ETFs and mutual funds. This role requires building client relationships and monitoring markets. Competitive compensation and commitment to inclusivity are offered.