Description:
Reporting to the Director, Product Research, The Investment Analyst will provide sales, marketing, and portfolio managers with product analysis, expertise, and content for market and regulatory communications.
Primary Responsibilities
- Build, maintain and communicate an expert level of knowledge on assigned strategies (Funds/ETFs) and the capital markets in which they invest.
- Build and maintain strong working relations with assigned investment staff, retail sales team, marketing, and institutional teams.
- Products are fully supported with content, communications and messages aligned with FIC’s overall business and sales objectives.
- Ensure that assigned Funds/ETFs are optimally positioned for success.
- Support sales team members on ad hoc queries for product information and training.
- Assist in the development and analysis of thought leadership pieces.
- Conduct competitor research and maintain strong understanding of competitor funds based on your Fund/ETF coverage.
- From time to time, participate in client interactions on assigned strategies.
What We’re Looking For
- Completion of a 4-year university degree in a business-related subject or equivalent work experience.
- Minimum 3-5 years of investment market expertise.
- Completion CFA designation or master’s degree is an asset.
The Expertise You Bring
- Excellent analytical, writing, oral communication, presentation and interpersonal skills
- Ability to take initiative, work independently and handle multiple tasks
- Excellent time management skills with the ability to work under tight deadlines with commitment to excellence.
- Proficient in Microsoft Word, Excel and PowerPoint.
- Working knowledge of VBA & Python is an asset.