Research Associate- Wealth Management

ISS; Toronto; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading provider of research solutions is seeking a Research Associate in Toronto to contribute significantly to the US research component. This role involves analyzing market trends, developing narratives based on datasets, and engaging with industry networks. Candidates must have a relevant bachelor's degree and at least 5 years of experience in asset management. The position offers competitive compensation and a collaborative culture.

Benefits

Competitive compensation and benefits

Highly interactive, collegial culture

Engagement with senior executives

Qualifications

• 5+ years of experience in wealth and/or asset management industries required.
• Must be proficient in standard office software.
• Strong command and understanding of MS Excel.

Responsibilities

• Propose, conceptualize, and execute analyses to identify and present key trends.
• Develop engaging narratives based on data.
• Support Head of Research Development in identifying new US data sets.

Skills

Attention to detail

Communication skills

Problem-solving skills

Education

Bachelor's degree in economics, finance, commerce, or business administration

Master's degree in a relevant field

Tools

MS Office Excel

MS Office Word

MS Office PowerPoint

Databases

Job description

Let’s be #BrilliantTogether

ISS STOXX is looking for a Research Associate to join our Market Intelligence - Research Development team in Toronto. This presents an exciting opportunity to shape and make a significant contribution to the US research component of the Global Research team at ISS Market Intelligence (MI).

ISS MI provides critical data and insights to global asset managers, insurance companies and distributors to help make informed, strategic decisions to manage and grow their business. Through its combination of proprietary and integrated datasets, in-depth global research and trusted executive engagement, MI delivers solutions for market sizing, competitor benchmarking, product strategy and opportunity identification across a wide range of financial products, including funds, annuities, insurance, mortgages, and other instruments. The MI suite of solutions encompasses industry-leading data platforms that cover the US, Canada, Europe, Asia and Australia.

MI Research clients span a broad spectrum from major financial companies, including asset managers, banks, wealth managers, mutual fund companies, life insurers, and brokerage firms, to regulators, government agencies, and industry associations. Our research teams engage with multiple levels within our client organizations, ranging from analysts to C-suite business leaders, both as part of our research processes and through numerous individual and group client interactions.

Responsibilities:

The ongoing research responsibilities of the position feed into quarterly, semi-annual and annual subscription-based research publications, as well as being a key support for one-time engagements and research projects focused on the US market. The role involves ongoing tracking of product and distribution channel metrics, engaging with internal and external parties to build knowledge and deliver insight.

Specifically, on a day-to-day basis, the Research Associate’s responsibilities encompass the following:

• Propose, conceptualize, and execute analyses to identify and present key trends

• Develop engaging narratives based on ISS MI’s US datasets that can be delivered through written, video, and presentation mediums

• Leverage vast MI Research and Product capabilities in various geographies to expand the scope of MI US researchBuild and present insights to broad industry audiences, as well as executives and business unit leaders at MI clients and potential clients

• Proactively expand MI Research industry networks and mobilize these relationships to generate intelligence and data capital for MI Research (both US and global industry coverage)

• Support Head of Research Development and Global Head of Product in identifying and incubating new US data sets for MI US data and analytical solutionsPro-actively share knowledge and understanding of industry developments with the broader global ISS MI Research team, on a formal and informal basis

Individuals who join the ISS MI team will enjoy:

• Competitive compensation and benefits.

• A highly interactive, collegial, and supportive culture.

• Unparalleled engagement with senior and C-suite executives at firms across the wealth management, banking, retirement and insurance fields.

Qualifications:

The ISS MI Research environment is best suited to self-starting, highly motivated individuals who can deal with the pressures of learning/researching, developing analyses and delivering research outputs within specific timelines.

Candidates should have:

• Bachelor's degree in economics, finance, commerce, or business administration. Other disciplines such as mathematics, statistics or social sciences will be considered in combination with experience. Master’s degree is a plus.

• 5+ years of experience in wealth and/or asset management industries required. US wealth and/or asset management experience preferred.

• Network of US industry contacts preferred but not required.

• Must be proficient in standard office software (MS Office Excel, Word, PowerPoint, Access).

• Strong command and understanding of MS Excel and working knowledge of databases and assets.

• High attention to detail and data integrity.

• Well-developed verbal and written communication skills.

• Strong interpersonal and people management skills.

• Sense of responsibility for deadlines and deliverables.

• The flexibility to adapt to changing priorities.

• Excellent problem-solving skills.

#LI-MK1 #MidSenior #Analyst #MIN

What You Can Expect from Us

At ISS STOXX, our people are our driving force. We are committed to building a culture that values diverse skills, perspectives, and experiences. We hire the best talent in our industry and empower them with the resources, support, and opportunities to grow—professionally and personally.

Together, we foster an environment that fuels creativity, drives innovation, and shapes our future success.

Let’s empower, collaborate, and inspire.

Let’s be #BrilliantTogether.

About ISS STOXX

ISS STOXX GmbH is a leading provider of research and technology solutions for the financial market. Established in 1985, we offer top-notch benchmark and custom indices globally, helping clients identify investment opportunities and manage portfolio risks. Our services cover corporate governance, sustainability, cyber risk, and fund intelligence. Majority-owned by Deutsche Börse Group, ISS STOXX has over 3,400 professionals in 33 locations worldwide, serving around 6,400 clients, including institutional investors and companies focused on ESG, cyber, and governance risk. Clients trust our expertise to make informed decisions for their stakeholders' benefit.

ISS Market Intelligence (ISS MI) is a leading provider of data, insights, and market engagement solutions to the global financial services industry. ISS MI empowers asset and wealth management firms, insurance companies, distributors, service providers, and technology firms to assess their target markets, identify and analyze the best opportunities within those markets, and execute on comprehensive go-to-market initiatives to grow their business. Clients benefit from our increasingly connected global platform that leverages a combination of proprietary data, powerful analytics, timely and relevant insights, in-depth research, as well as an extensive suite of industry-leading media brands that deliver unmatched market connectivity through news and editorial content, events, training, ratings, and awards.

Visit our website: https://www.issgovernance.com

View additional open roles: https://www.issgovernance.com/join-the-iss-team/

Institutional Shareholder Services (“ISS”) is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. It is our policy to prohibit discrimination or harassment against any applicant or employee on the basis of race, color, ethnicity, creed, religion, sex, age, height, weight, citizenship status, national origin, social origin, sexual orientation, gender identity or gender expression, pregnancy status, marital status, familial status, mental or physical disability, veteran status, military service or status, genetic information, or any other characteristic protected by law (referred to as “protected status”). All activities including, but not limited to, recruiting and hiring, recruitment advertising, promotions, performance appraisals, training, job assignments, compensation, demotions, transfers, terminations (including layoffs), benefits, and other terms, conditions, and privileges of employment, are and will be administered on a non-discriminatory basis, consistent with all applicable federal, state, and local requirements.