Junior Investment Analytics Associate

Vincent Associates Inc.; Toronto; On-site; CAD 42,000 - 56,000; Full time

Job summary

FundataCanada Inc. is seeking a junior analytics position on a one-year contract within the Analytics & Data department. You will work with financial professionals in a fast-paced, results-driven environment to deliver high-quality results by deadlines.

The role focuses on overseeing mutual fund data, maintaining data accuracy in portfolios and securities databases, and supporting client service with research and QA activities. Mid November start.

Qualifications

• Strong Microsoft Excel skills required.
• Experience with SQL or willingness to learn.
• Ability to work with a high volume of data on a deadline-oriented basis.
• Knowledge of securities and mutual fund industry.
• Detail oriented with strong organizational skills.
• Strong verbal and written communication skills.
• Creative problem-solving skills.
• Self starter with the ability to work under minimal supervision.

Responsibilities

• Oversee mutual fund data collection and processing.
• Ensure portfolio and securities databases are accurate and up-to-date.
• Act as an expert resource for client service and development staff.
• Perform security research relating to asset, sector and geographic information.
• Participate in ongoing quality assurance and data audit activities.

Skills

Excel

SQL

Data management

Attention to detail

Industry knowledge

Communication

Problem solving

Self-motivation

Education

Post-secondary education in Business, Finance, Mathematics/Statistics, Economics

IFSE CIFC asset

Pursuing CFA or designation asset

Job description

FundataCanada Inc. is seeking a junior analytics position on a one-year contract within the Analytics & Data department. You will work with financial professionals in a fast-paced, results-driven environment to deliver high-quality results by deadlines.

The role focuses on overseeing mutual fund data, maintaining data accuracy in portfolios and securities databases, and supporting client service with research and QA activities. Mid November start.