Investment Services Analyst

Jobtailor; Toronto; On-site; CAD 50,000 - 75,000; Full time

Job summary

Jobtailor in Toronto is seeking a junior Investment Support Analyst to assist Investment Counsellors with portfolio analysis, client reporting and research for institutional prospects. You will liaise with the investment management team to provide current information on holdings and respond to RFIs, RFPs and DDQs from consultants and clients.

Ideal candidates have a business/finance degree, 0-2 years of experience, and an interest in CFA/CIM; proficiency in Microsoft Word, Excel and PowerPoint

Qualifications

• Bachelor's degree in business, commerce, finance or a related field.
• 0-2 years of relevant work experience.
• Interest in pursuing the CFA or CIM designation is preferred.
• Advanced proficiency with the Microsoft Suite (Word, Excel, PowerPoint).
• Experience with eVestment or Bloomberg would be an asset.
• Knowledge of the institutional investment industry would be an asset.
• Professional presence with strong interpersonal and presentation skills.
• Self-motivated with a high energy level.
• Dedicated, well-organized and resourceful with a high level of attention to detail.
• Ability to handle confidential information.
• Team player with a positive, proactive attitude.
• Demonstrates initiative and thrives in environments that require flexibility and adaptability.
• Ability to draft documentation in French and English.
• Ability to liaise with employees based in various Canadian offices.

Responsibilities

• Support Investment Counsellors in analyzing and preparing client portfolios and custom research reports
• Liaise with the investment management team to provide current, pertinent information on portfolio holdings
• Respond to RFIs, RFPs and DDQs from consultants and institutional prospective clients
• Ensure consultant data is provided regularly
• Assist in customizing presentations for institutional prospects
• Develop performance attribution commentary and analysis for investment strategies sent to clients and prospects
• Support original capital markets content creation to enhance client communications
• Update institutional prospect and client collateral
• Create and maintain competitor intelligence profiles and landscapes
• Work independently and within the team on ongoing strategic initiatives
• Support existing client relationships and business development efforts
• Collaborate with all departments to contribute to the firm's growth and client service objectives

Job description

• Support Investment Counsellors in analyzing and preparing client portfolios and custom research reports
• Liaise with the investment management team to provide current, pertinent information on portfolio holdings
• Respond to RFIs, RFPs and DDQs from consultants and institutional prospective clients
• Ensure consultant data is provided regularly
• Assist in customizing presentations for institutional prospects
• Develop performance attribution commentary and analysis for investment strategies sent to clients and prospects
• Support original capital markets content creation to enhance client communications
• Update institutional prospect and client collateral
• Create and maintain competitor intelligence profiles and landscapes
• Work independently and within the team on ongoing strategic initiatives
• Support existing client relationships and business development efforts
• Collaborate with all departments to contribute to the firm's growth and client service objectives

Requirements

• Bachelor's degree in business, commerce, finance or a related field
• Between 0-2 years of relevant work experience
• An interest in pursuing the CFA or CIM designation is preferred
• Advanced proficiency with the Microsoft Suite (Word, Excel, PowerPoint)
• Experience with eVestment or Bloomberg would be an asset
• Knowledge of the institutional investment industry would be an asset
• Professional presence with strong interpersonal and presentation skills
• Self-motivated with a high energy level
• Dedicated, well-organized and resourceful with a high level of attention to detail
• Ability to handle confidential information
• Team player with a positive, proactive attitude
• Demonstrates initiative and thrives in environments that require flexibility and adaptability
• Ability to draft documentation in French and English
• Ability to liaise with employees based in various Canadian offices

Core Competencies

Demonstrates strong analytical skills in portfolio analysis and client reporting, with advanced proficiency in Microsoft Suite and a foundational understanding of the institutional investment industry. Capable of effective communication in both French and English, supporting client relationships and business development initiatives.

Highest-signal resume keywords

• Portfolio Analysis
• Client Reporting
• Microsoft Suite Proficiency
• Institutional Investment Knowledge
• Bilingual Communication

ATS Optimization Keywords

Hard Skills

• Portfolio Analysis
• Performance Attribution Analysis
• RFI Response
• RFP Response
• DDQ Response
• Documentation Drafting
• Data Management
• Competitor Intelligence
• Presentation Customization
• Research Reporting

Soft Skills

• Interpersonal Skills
• Presentation Skills
• Self-Motivated
• Organizational Skills
• Team Player

Certifications & Qualifications

• CFA
• CIM

Industry Keywords

• Investment Management
• Client Communications
• Institutional Clients
• Capital Markets
• Confidential Information Handling

Tools & Technologies

• Microsoft Word
• Microsoft Excel
• Microsoft PowerPoint
• EVestment
• Bloomberg