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About the role
Key responsibilities & impact- Support product initiatives by preparing ad-hoc reports and assisting in related projects
- Assist the team with market intelligence and source articles/content aligned with current market themes and fund sales opportunities
- Develop and test investment models to assist new investment solutions development process
- Assist in maintaining and improving portfolio risk monitoring practices by enhancing the risk metrics available to entire organization
- Assist with day-to-day oversight of the business and product management of the Portfolio Solutions across all distribution channels
- Create and circulate product related insights, competitive intelligence, market updates and additional value adding materials
- Participate in the investment policy statement development process for funds and segregated accounts
- Update macroeconomic and market oriented chartbook on a regular basis using Excel/Macros/Bloomberg & PowerPoint
- Performing research and providing answers for customer generated inquiries
- Documenting processes or upgrading existing procedure manuals
- Understands and follows the established processes, policies, and procedures for tax preparation and other accounts
- Ensuring efficient, effective, and seamless administration and quality client service is achieved
- Monitor team mailbox, respond to inquiries and report user statistics
- Compile data for monthly reports and other regular reporting as required
- Update CRM system (Salesforce) to capture key business development activities
Requirements
What you’ll need- Bilingualism (English and French) required
- Intermediate/Advanced MS Office Skills (Word, PowerPoint, Excel)
- Excellent analytical and critical thinking skills
- Good knowledge of regional and local financial markets, economic disciplines, and regulation
- Displays strong competencies in relationship management, collaboration, and time management
- Excellent written and oral communication skills
- Good understanding of the economy and capital markets
- Interest in investment management and desire to learn more about the industry
- Tax software skills (Taxprep would be an asset)
Benefits
Comp & perks- World-class training program in financial service
- Ability to make a difference and lasting impact
- Leaders who support your development through coaching and managing opportunities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
investment modelsportfolio risk monitoringExcelMacrosBloombergPowerPointCRM systemSalesforcetax preparationTaxprep
Soft Skills
analytical skillscritical thinkingrelationship managementcollaborationtime managementwritten communicationoral communicationcustomer serviceattention to detailadaptability