Portfolio Analyst & PM Support - Multi-Asset, Hybrid

Iaawg; Montreal (administrative region); Hybrid; CAD 110,000 - 120,000; Full time

Benefits offered by this job

Flexible group insurance

Pension plan

Stock purchase plan

Telemedicine

Employee assistance program

Discounts on iA products

Job summary

The Associate Portfolio Manager / Analyst at iA Private Wealth Inc. will support multi-asset trading, research, and portfolio management, executing trades and analyzing securities.

You will review Offering Memorandums, assess alternative strategies, contribute to portfolio construction and performance analysis, and prepare concise investment reports for PMs. Bilingual English/French and CFA or CIM preferred; hybrid work across Canada.

Qualifications

• Very strong investment acumen and understanding of portfolio construction principles.
• Experience with multi-asset allocation, rebalancing, and trade reconciliation.
• Proficient in Excel and portfolio analytics tools; Bloomberg/FactSet preferred.

Responsibilities

• Support multi-asset trading, research, and portfolio management.
• Execute trades and review offering memorandums for alternative strategies.
• Construct portfolios, rebalance, and perform performance/risk analysis.
• Produce investment reports, analytics, and PM-ready recommendations.
• Assist PMs and APMs with data pulls, analyses, and onboarding processes.

Skills

Investment acumen

Portfolio construction

Communication

Bilingual (English/French)

Education

Finance degree or related field

CFA or CIM designation

Job description

The Associate Portfolio Manager / Analyst at iA Private Wealth Inc. will support multi-asset trading, research, and portfolio management, executing trades and analyzing securities.

You will review Offering Memorandums, assess alternative strategies, contribute to portfolio construction and performance analysis, and prepare concise investment reports for PMs. Bilingual English/French and CFA or CIM preferred; hybrid work across Canada.