Junior Analyst

Vincent Associates Inc.; Toronto; On-site; CAD 42,000 - 60,000; Full time

Job summary

Fundata Canada Inc. is seeking a Junior Analyst to support the Analytics & Data team in maintaining the document library, monitoring processes, and performing financial data analysis. This one-year term position offers potential for full-time permanent employment after completion.

The role requires strong Excel skills, data handling ability, and a foundational knowledge of securities. Start date is mid-November, with an in-person or virtual interview process.

Qualifications

• Knowledge of securities or mutual fund industry.
• Strong Microsoft Excel skills.
• Experience with or willingness to learn SQL.
• Ability to work with a high volume of data on a deadline-oriented basis.
• Detail oriented with strong organizational skills.
• Strong verbal and written communication skills.
• Experience or willingness to use VBA, R, machine learning, coding, or data science techniques for problem-solving.
• Self-starter with the ability to work under minimal supervision.

Responsibilities

• Oversee data collection process for investment funds including ETFs and hedge funds.
• Act as an expert resource for client service and development staff.
• Participate in ongoing quality assurance and data audit activities.
• Perform statistical and quantitative analysis on various portfolios and funds.
• Assist with the development of mutual fund analytic products and special projects.

Skills

Excel

SQL

Data analysis

Attention to detail

Communication

Self-starter

R

VBA

Education

Post-secondary education in Business/Finance/Math/Stats/CS/Engineering

IFSE CIFC or CSC/IFC asset

CFA asset

Tools

VBA

R

Job description

Fundata- Organizational profile:

Fundata Canada Inc. is a multi-national financial data distributor and investment fund data and analytics company. The information we provide currently reaches thousands of advisors, millions of investors, and scores of institutions every day through our network of media and corporate clients across North America.

Our customized services and solutions provide excellent solutions for a multitude of financial institutions across North America.

Job Description:

Fundata Canada Inc. is looking for a Junior Analyst that will work with the senior members of the Analytics & Data team to maintain Fundata’s document library, monitor daily processes, conduct financial data analysis, and general data collection. This is a junior level position for a one-year term.

Job Type:

This is a one-year contract with potential for full-time permanent upon completion of the year.

Start Date:

Mid November

Key Accountabilities:

• Oversee data collection process for investment funds including ETFs and hedge funds
• Act as an expert resource for client service and development staff
• Participate in ongoing quality assurance and data audit activities
• Perform statistical and quantitative analysis on various portfolios and funds
• Assist with the development of mutual fund analytic products and special projects

Knowledge/Skills/Abilities:

• Knowledge of securities or mutual fund industry
• Strong Microsoft Excel skills required
• Some experience with or willingness to learn SQL
• Ability to work with a high volume of data on a deadline-oriented basis
• Detail oriented with strong organizational skills
• Strong verbal and written communication skills
• Experience or willingness to use tools such as VBA, R, machine learning, coding, or data science techniques for problem-solving
• Self-starter with the ability to work under minimal supervision

Experience/Education:

• Post-secondary education in Business, Finance, Mathematics/Statistics, Economics, Data Science, Computer Science, Engineering, or other related fields
• Completion of IFSE Institute’s CIFC or Canadian Security Institute’s CSC/IFC is considered an asset
• Pursuing or willingness to pursue a CFA or other designation is considered an asset

Application & Hiring Process:

In-person or virtual interview with the VP and Senior VP of Analytics & Data Possible excel and industry knowledge test.

Additional Notes:

If you require a medical or disability related accommodation in order to participate in the recruitment process, please [e-mail] provide your contact information. Someone from our HR department will contact you within 1 week.

Only those that are considered for an interview will be contacted.