Student – Analyst, Institutional Client Management

iA Financial Group; Montreal; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial firm is looking for an investment management assistant to support institutional clients. The candidate will aid in client relationship management, report generation, and marketing materials while pursuing a degree in finance or a related field. Strong communication and analytical skills are essential, alongside proficiency in MS Office.

Qualifications

• Pursuing a Master's or Bachelor's degree in finance, business administration, or a related field.
• Available for a minimum of 15 hours per week during the fall semester.
• Thrive in a fast-paced environment with tight deadlines.

Responsibilities

• Provide exceptional customer service and support investment operations.
• Collect, analyze, and validate performance data for reports.
• Participate in the creation of marketing presentations and client reports.

Skills

Communication

Analytical thinking

Customer Service

Time Management

Team Spirit

Education

Bachelor's or Master's degree in finance, business administration, or related field

Tools

MS Office Suite

Job description

Job Description

Sector:Investments / Locations: QC-MTL-TO / Start Date: Immediate / Contract Duration: 6 months

You will work closely with the institutional client and portfolio management teams to support client relationship management and provide timely investment insights. The goal of the institutional client team is to consistently deliver outstanding service to our clients and support the growth of assets under management.

Roles and Responsibilities:

• Provide exceptional customer service;
• Develop a strong understanding of iAGMA's existing clientele, investment processes, and strategies;
• Support the institutional client team and portfolio managers in content production;
• Collect, analyze, review, and validate performance and portfolio data to produce quarterly and ad hoc reports for clients;
• Participate in the development and regular maintenance of investment materials: marketing presentations, portfolio commentaries, institutional client management reports, fact sheets, audit documents, marketing communications, etc.;
• Participate in the process of updating consultant databases and responding to periodic due diligence questionnaires;
• Perform quality control (contribution, editing, and content review);
• Support the dissemination of investment materials and management of the marketing calendar;
• Support the process of monthly and quarterly portfolio commentaries;
• Participate in ad hoc projects and activities.

Desired Profile:

• Pursuing a Master's or Bachelor's degree in finance, business administration, or a related field;
• Available for a minimum of 15 hours per week during the fall semester;
• Able to work on-site 2 days per week during the summer at one of our offices;
• Strong communication skills, both oral and written;
• Solid experience with the MS Office suite;
• Team spirit, autonomy, time management skills, resourcefulness, analytical and critical thinking, attention to detail;
• Strong organizational skills and ability to work on various projects simultaneously;
• Good customer service skills;
• Ability to thrive in a fast-paced environment with tight deadlines;
• Advanced proficiency in English, as the role involves consulting English documentation, video conferencing, and email exchanges with colleagues, suppliers, and unilingual English-speaking client representatives, as well as performing tasks within a pan-Canadian team on a daily basis;
• Advanced proficiency in French, as the role involves consulting French documentation, video conferencing, and email exchanges with colleagues, suppliers, and unilingual French-speaking client representatives, as well as performing tasks within a pan-Canadian team on a daily basis;
• Investment experience is desirable;
• CFA designation or enrollment (an asset);
• Experience with investment databases (an asset);
• Experience in institutional asset management (an asset).

Location(s) Québec, Québec Other Possible Location(s) Montreal, Quebec, Toronto, Ontario
Company Industrial Alliance Investment Management Inc. Posting End Date 2025-06-09 Company Overview

iA Financial Group* is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

* iA Financial group includes of the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privée de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rhéaume et associés, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto Our Commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here . Someone from our team will be happy to assist you with your needs.