Product Analyst

Beutel, Goodman & Company Ltd.; Toronto; On-site; CAD 60,000 - 80,000; Full time

Job summary

A financial services firm in Toronto is seeking a Portfolio, Business, and Data Analyst to provide insights through data analysis and visualization. Responsibilities include market research, stakeholder communication, and supporting sales teams. Ideal candidates will have advanced Excel skills, strong attention to detail, and experience with analytics platforms. Bilingualism in French and English is a plus. Competitive salary and opportunities for professional development offered.

Qualifications

• Exceptional attention to detail and strong business and financial acumen.
• Advanced Excel skills are required.
• Completion of or working towards CFA or CIM designation is preferred.
• Data Analysis with ability to interpret and communicate key findings.
• Proficiency with analytics platforms is important.
• Ability to prioritize tasks under pressure is necessary.
• Team-first attitude with strong work ethic is valued.
• Bilingual in French and English is considered an asset.

Responsibilities

• Provide product monitoring and analysis.
• Conduct competitive product and market research.
• Build relationships with internal stakeholders.
• Support sales teams with product-related requests.
• Assist with quarterly and semi-annual commentaries.
• Carry out data visualization tasks.
• Coordinate implementation plans for large projects.
• Prioritize requirements for ad-hoc requests.
• Research new product opportunities.
• Assist in completing RFPs and marketing initiatives.

Skills

Attention to detail

Business acumen

Financial acumen

Advanced Excel skills

Data analysis

Communication skills

Ability to work under pressure

Teamwork

Initiative

Bilingual (French and English)

Education

Completion of or working towards CFA or CIM designation

Tools

Morningstar Direct

eVestment

Refinitiv Workspace

Job description

Overview

Portfolio, Business, and Data Analyst will be accountable for retrieving, analyzing, and interpreting data to provide actionable insights for business/client decision-making. They will create dashboards and reports, helping the organization understand market trends, opportunities, and challenges in relation to business needs.

Responsibilities

• Provide ongoing product monitoring, analysis, and communication of results
• Conduct competitive product and market trend research
• Build effective relationships with key internal stakeholders (e.g., Portfolio Managers, Client Service, Compliance, Legal, Sales)
• Provide product-related support to sales teams, including internal and external client requests
• Support quarterly and semi-annual commentary process
• Effectively carry out data visualization tasks for client and business needs
• Develop implementation plans and coordinate with applicable stakeholders for large projects
• Effectively size out effort and value for intake items with team members, stakeholders, and business partners
• Prioritize and decipher requirements for ad-hoc requests and co-ordinate the execution to specifications
• Research new product opportunities and take an active role in any future product development
• Assist with completion of RFPs and DDQs, when necessary, as well as other marketing initiatives

Qualifications

• Exceptional attention to detail and strong business and financial acumen
• Advanced Excel skills
• Completion of or working towards CFA or CIM designation
• Data Analysis and the ability to interpret and communicate key findings
• Proficiency with Morningstar Direct, eVestment, Refinitiv Workspace and other analytics platforms
• Ability to prioritize tasks and work well under pressure to meet tight deadlines
• A team-first individual who is naturally curious, takes initiative, has a strong work ethic and a positive attitude
• Bilingual with French and English would be considered an asset

This posting is for a current vacancy on our Marketing team. To apply, send your resume to [e-mail].

If you require any accommodations during the recruitment process, please email us at [e-mail]. A member of our HR team will reach out to you.