VP, Product Specialist, Canadian Equities

Beutel, Goodman & Company Ltd.; Toronto; On-site; CAD 90,000 - 120,000; Full time

Job summary

A major investment firm in Toronto is looking for a Product Specialist to bridge the Canadian Equities investment team with clients. Candidates should have 10+ years of experience and a CFA designation is strongly preferred. The role involves analytics, summarizing data for various deliverables, and supporting team processes. Strong communication, analytical skills, and knowledge of investment portfolios are crucial. A competitive salary and benefits are offered. Applicants can submit their resumes to the provided careers email.

Qualifications

• 10+ years experience preferably in an institutional or product role.
• Strong knowledge of investment portfolios and capital markets.
• High proficiency in Microsoft Office with analytical capabilities.

Responsibilities

• Independently gather, analyze, and interpret information on products.
• Summarize complex data into clear communications for clients.
• Support product roadmap development for the Canadian equity franchise.

Skills

Investment portfolio knowledge

Analytical thinking

Strong written communication

Interpersonal skills

Education

Undergraduate degree in business/finance

CFA designation

Tools

Microsoft Office (Excel)

Bloomberg

Eikon

eVestment

Morningstar

Job description

Beutel Goodman Overview

Founded in 1967, Beutel Goodman is a majority employee-owned investment firm managing approximately $50 billion in assets for institutional, private wealth and retail clients across equities and fixed income mandates. Our team is made up of smart, dynamic people who are passionate about investing and providing high levels of service while improving the financial wellbeing of our clients.

Position Overview

As a product specialist, you act as a bridge between the Canadian Equities investment team and the broader firm as well as our clients and partners. Acting as a subject-matter expert on the group’s products, your role is a key contributor to asset retention and gathering initiatives. We are looking for an experienced professional who brings positivity, passion, and a strong team-first attitude.

You will serve as a subject-matter expert on the Canadian Equities team’s products to support the team and internal stakeholders. You will be responsible for analytics and messaging across the group’s products. You will contribute to the strategic roadmap for the group’s products and partner with Canadian equity investment professionals to help build and refine team infrastructure and processes.

Key Responsibilities

• Independently gather, analyze, and interpret information from multiple sources on the group’s products
• Summarize complex data and concepts into clear communications intended for both internal and external audiences, such as monthly and quarterly client commentaries
• Communicate team’s views across a variety of deliverables (commentaries, white papers, review presentations, client inquiries, etc.)
• Partner with senior members to refine team processes, enhance workflows, and ultimately optimize the research and portfolio management function
• Support distribution channels by proactively providing analytics, key messaging, marketing support and responding to ad-hoc requests
• Contribute to product roadmap development for the Canadian equity franchise, with an emphasis on positioning, competitive landscape, pricing, and product innovation

Requirements

• 10+ years experience preferably in an institutional or product role with strong knowledge of investment portfolios and capital markets
• Undergraduate degree in business / finance or related preferred
• CFA designation strongly preferred
• High proficiency in Microsoft Office (Excel with intermediate capabilities : vlookups, formulas, pivot tables, and graphs)
• Experience with investment platforms and analytics tools such as Bloomberg, Eikon, eVestment, Morningstar
• Strong written and verbal communication skills, and ability to work collaboratively across teams
• Strong analytical thinking, problem-solving ability, and intellectual curiosity
• Excellent organizational, time-management and multitasking abilities, with the ability to pivot efficiently between priorities
• High attention to detail and consistency in materials provided to clients and internal stakeholders

This posting is for a current vacancy on our Canadian Equities team. To apply, send

your resume to [e-mail].

If you require any accommodations during the recruitment process, please email us at

[e-mail]. A member of our HR team will reach out to you.