Senior Fund Research Analyst (Hybrid)

Sun Life Financial; Southwestern Ontario; Hybrid; CAD 84,000 - 126,000; Full time

Job summary

A leading financial services company is seeking a Senior Analyst for its Fund Research team in Southwestern Ontario. This role demands analytical expertise in investment strategies and involves supporting Advisors and Senior Management through in-depth fund research and collaborative projects. Candidates should possess at least 5 years of relevant experience, familiarity with mutual fund regulations, and strong communication skills. The company offers a hybrid work model and a comprehensive benefits package, including a competitive salary range.

Benefits

20 days vacation per year

Flexible Benefits

Pension and stock programs

Wellness programs

Fitness programs

Qualifications

• At least 5 years of previous experience undertaking Mutual Fund Research.
• Deep understanding of various investment styles and risk management techniques.
• Strong knowledge of the Canadian mutual fund regulatory environment.

Responsibilities

• Support Advisors and Management as a key member of the Mutual Fund Research team.
• Conduct comprehensive research on the Canadian mutual fund universe.
• Create advisor-facing research reports, articles, and presentations.

Skills

Mutual Fund Research

Asset Allocation

Portfolio Building

Quantitative Skills

Data Analytics

Communication Skills

Problem Solving

Education

University Degree

Tools

Morningstar Direct

Excel

Bloomberg

Job description

A leading financial services company is seeking a Senior Analyst for its Fund Research team in Southwestern Ontario. This role demands analytical expertise in investment strategies and involves supporting Advisors and Senior Management through in-depth fund research and collaborative projects. Candidates should possess at least 5 years of relevant experience, familiarity with mutual fund regulations, and strong communication skills. The company offers a hybrid work model and a comprehensive benefits package, including a competitive salary range.