Senior Fund Research Analyst (Hybrid)

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

Job summary

A leading financial services provider is seeking a Senior Analyst for its Fund Research team in Toronto. This role involves comprehensive research on mutual funds, writing reports, and collaborating with various stakeholders. The ideal candidate will bring over five years of experience in mutual fund research and a strong understanding of investment strategies. We offer a competitive compensation package, flexible benefits, and a supportive work environment that promotes diversity and inclusion.

Benefits

20 days vacation per year

Flexible Benefits

Pension plan

Wellness programs

Qualifications

• At least 5 years of previous experience undertaking Mutual Fund Research.
• Deep understanding of investment styles and portfolio construction.
• Strong knowledge of Canadian mutual fund and securities regulations.

Responsibilities

• Conduct comprehensive research on the Canadian mutual fund universe.
• Create advisor-facing research reports and presentations.
• Foster relationships with stakeholders and third-party mutual fund manufacturers.

Skills

Mutual Fund Research

Investment strategies

Communication skills

Analytical skills

Project management

Self-motivated

Data analytics

Education

University Degree

Tools

Morningstar Direct

Bloomberg

Microsoft Excel

Job description

A leading financial services provider is seeking a Senior Analyst for its Fund Research team in Toronto. This role involves comprehensive research on mutual funds, writing reports, and collaborating with various stakeholders. The ideal candidate will bring over five years of experience in mutual fund research and a strong understanding of investment strategies. We offer a competitive compensation package, flexible benefits, and a supportive work environment that promotes diversity and inclusion.