Product Manager (Investment Analytics)

Altis Recruitment; Toronto; On-site; CAD 85,000 - 120,000; Full time

Job summary

A leading company in financial services is seeking a Product Manager for the Investment Analytics team in Toronto. This full-time role focuses on leveraging data to create persuasive investment materials and enhance communication strategies. The ideal candidate will possess a background in finance, strong analytical skills, and experience with industry tools, contributing actively to team dynamics and strategic outcomes.

Benefits

Generous annual bonus

Company equity

Employer-funded RRSP contributions

Qualifications

• 2-3+ years of experience in financial services, preferably in mutual fund or investment management.
• Advanced Excel proficiency and familiarity with SQL or VBA.
• Exceptional written and verbal communication skills.

Responsibilities

• Utilize data insights to create engaging reports and visual content.
• Analyze portfolio performance to uncover trends.
• Contribute to the execution of reporting cycles.

Skills

Excel

SQL

VBA

Communication

Collaboration

Education

CFA designation

Relevant educational background

Tools

FactSet

Bloomberg

Morningstar Direct

Job description

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Recruitment Partner | Professional & Financial Services | Altis Recruitment

We're partnering with a Toronto-based investment firm to find a Product Manager for their Investment Analytics team. If you thrive turning complex data into clear and persuasive insights, this could be your ideal opportunity.

In this role, you'll be instrumental in crafting data-driven investment materials that communicate portfolio positioning, market context, and opportunities, collaborating closely with both the Investment and Relationship teams.

This full-time permanent role offers a competitive base salary, generous annual bonus, company equity, employer-funded RRSP contributions, and more.

Roles and Responsibilities:

• Utilize data insights to create clear and engaging reports, visual content, and written materials that enhance both client and internal communications.
• Analyze portfolio performance to uncover trends, patterns, and key insights that inform strategic decisions.
• Contribute to the execution of monthly and quarterly reporting cycles, ensuring timely and high-quality deliverables.
• Maintain consistency, accuracy, and impact in messaging across multiple formats, including presentations, web content, and video.
• Apply strong attention to detail and analytical precision to deliver work that meets the highest standards.

Qualifications and Skills:

• 2–3+ years of experience in financial services, with a strong preference for backgrounds in the mutual fund or investment management industry.
• A relevant educational background, along with a CFA designation (held or in progress).
• Advanced Excel proficiency, with experience in SQL or VBA.
• Familiarity with industry tools such as FactSet, Bloomberg, and Morningstar Direct.
• Solid understanding of investment performance metrics and reporting standards.
• Exceptional written and verbal communication skills, with the ability to convey complex information clearly and effectively.
• A collaborative mindset with a passion for refining messaging and contributing to a team-driven environment.

We’re an equal opportunity employer committed to increasing diversity and inclusion in today’s workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Minorities, women, LGBTQ candidates, and individuals with disabilities are encouraged to apply. If you require an accommodation, please review our accessibility policy and reach out to our accessibility officer with any questions.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Product Management and Finance

• Industries

  Investment Banking and Financial Services

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