Product Manager - toronto

Bilinguallink; Toronto; On-site; CAD 110,000 - 140,000; Full time

Benefits offered by this job

Bonus eligibility

Equity participation

RRSP contributions

Health and dental benefits

On-site fitness facility

Job summary

Our client, a respected investment management firm in Toronto, is seeking a Product Manager to join its Investment Analytics team. You will translate complex investment concepts into clear client-focused content and collaborate with investment professionals and relationship management to develop insightful portfolio communications.

If you are passionate about capital markets, enjoy working with data, and thrive in a collaborative, high-performing environment, this role offers the opportunity to

Qualifications

• 5+ years of experience within the investment management, asset management, or financial services industry.
• Experience using investment platforms such as FactSet, Bloomberg, or Morningstar Direct.
• Strong understanding of investment performance measurement and portfolio analytics.
• Advanced proficiency in Microsoft Excel. Experience with SQL, VBA, or Power BI is considered an asset.
• Exceptional written communication skills with the ability to translate complex financial concepts into clear, engaging content.
• Highly analytical with outstanding attention to detail and strong organizational skills.
• CFA, CIPM, or CIM designation, or active pursuit of one, is considered an asset.

Responsibilities

• We'll develop investment commentary, portfolio analysis, and performance reporting that clearly communicates portfolio positioning and investment strategy.
• You'll partner closely with investment and relationship management teams to create presentations, reports, website content, and other client-facing communications.
• You'll analyze portfolio performance, market trends, and investment opportunities to support timely and accurate communications.
• You'll prepare recurring reporting for internal stakeholders while ensuring accuracy and attention to detail.
• You'll leverage data visualization tools to present complex investment information in a clear and engaging format.
• You'll continuously seek opportunities to improve reporting processes, communication materials, and analytical outputs.

Skills

Investment analytics

Data visualization

Excel

SQL

VBA

Power BI

Attention to detail

CFA/CIPM/CIM (asset)

Communication skills

Tools

FactSet

Bloomberg

Morningstar Direct

Job description

Location: Toronto, Ontario (Fully on-site)

Language: Excellent written and verbal communication skills in English

Background Check Requirement: Successful completion of all required background and reference checks

About the Opportunity

Our client, a respected investment management firm, is seeking a Product Manager to join its Investment Analytics team. This is an exciting opportunity for a finance professional who combines strong analytical capabilities with exceptional communication skills and enjoys translating complex investment concepts into compelling, client-focused content.

In this role, you'll collaborate closely with investment professionals and relationship management teams to develop insightful portfolio communications, performance reporting, and investment commentary. If you're passionate about capital markets, enjoy working with data, and thrive in a collaborative, high-performing environment, this role offers the opportunity to make a meaningful impact while continuing to grow your investment expertise.

What's in it for You

• Join a collaborative, entrepreneurial team that values curiosity, ownership, and continuous learning.
• Gain direct exposure to experienced investment professionals and portfolio managers.
• Contribute to meaningful investment communications that influence both internal and external stakeholders.
• Work in an environment that encourages innovation, collaboration, and professional development.
• Access a competitive total rewards package, including bonus eligibility, equity participation, RRSP contributions, comprehensive health and dental benefits, and an on-site fitness facility.

Your Responsibilities

• You'll develop investment commentary, portfolio analysis, and performance reporting that clearly communicates portfolio positioning and investment strategy.
• You'll partner closely with investment and relationship management teams to create presentations, reports, website content, and other client-facing communications.
• You'll analyze portfolio performance, market trends, and investment opportunities to support timely and accurate communications.
• You'll prepare recurring reporting for internal stakeholders while ensuring accuracy and attention to detail.
• You'll leverage data visualization tools to present complex investment information in a clear and engaging format.
• You'll continuously seek opportunities to improve reporting processes, communication materials, and analytical outputs.

Skills and Qualifications

• 5+ years of experience within the investment management, asset management, or financial services industry.
• Experience using investment platforms such as FactSet, Bloomberg, or Morningstar Direct.
• Strong understanding of investment performance measurement and portfolio analytics.
• Advanced proficiency in Microsoft Excel. Experience with SQL, VBA, or Power BI is considered an asset.
• Exceptional written communication skills with the ability to translate complex financial concepts into clear, engaging content.
• Highly analytical with outstanding attention to detail and strong organizational skills.
• CFA, CIPM, or CIM designation, or active pursuit of one, is considered an asset.

Note from the Hiring Manager

We're looking for someone who's naturally curious, enjoys asking thoughtful questions, and can translate complex investment ideas into clear, meaningful insights. If you enjoy collaborating with others and want to contribute to a team that values quality, ownership, and continuous learning, we'd love to meet you.