Investment Research Associate - Manager Due Diligence

TD; Canada; On-site; CAD 81,000 - 116,000; Full time

Job summary

A leading financial services firm in Toronto is seeking an Associate for the Investment Manager Research team. This role involves due diligence, analysis of investment products, and collaboration on various projects. Candidates need a university degree, completion of CFA Level 1, and strong skills in research tools. The position offers a competitive salary ranging from $81,600 to $115,200 CAD. Ideal candidates should possess excellent communication and organizational abilities.

Qualifications

• Minimum 3 to 5 years of experience in financial services.
• Passion for asset and wealth management.
• Strong time management and organizational skills.

Responsibilities

• Complete due diligence research reports and meeting minutes.
• Organize and execute periodic investment manager interviews.
• Contribute to investment analysis presentations and dashboards.

Skills

Critical thinking

Attention to detail

Effective communication

Collaboration

Education

University degree in a related discipline

Completion of level 1 of the CFA program

Tools

Excel

Word

PowerPoint

Morningstar Direct

FactSet

eVestment

Bloomberg

Job description

A leading financial services firm in Toronto is seeking an Associate for the Investment Manager Research team. This role involves due diligence, analysis of investment products, and collaboration on various projects. Candidates need a university degree, completion of CFA Level 1, and strong skills in research tools. The position offers a competitive salary ranging from $81,600 to $115,200 CAD. Ideal candidates should possess excellent communication and organizational abilities.