Analyst, Client Portfolio Management

4 weeks ago

Montreal, Quebec, Canada Industrial Alliance Insurance and Financial Services Inc. - iA Financial Group Full time
Job Description

iA Global Asset Management / Montreal, Quebec or Toronto / Permanent

Company Overview

A magnet for top investment talent, iA Global Asset Management (iAGAM) is one of Canada's largest asset managers, with over $100 billion under management across institutional and retail mandates. We help investors achieve their long-term wealth creation goals through innovative investment solutions designed for today's complex markets. We are building upon our historic success, supporting the growth of our core strengths, and exploring innovative ways to meet investor needs. We are rooted in history and innovating for the future. Our experienced portfolio managers use a proprietary investment methodology, rooted in iAGAM's unifying commitment to strong risk management, analytical rigour and a disciplined, process-driven approach to asset allocation and security selection.

Job Description

Within the Client portfolio management team, you will work closely with the Client Portfolio Managers and Portfolio Managers on the Investment Team, supporting the management of client relationships and providing investment information in a timely manner. The successful candidate will be capable of gathering information from various sources, including internal investment systems, research analysts, portfolio management teams and various databases. The overall objective of the client portfolio analyst group is to assist in providing our clients with best-in-class client service on a consistent basis.

Role and Responsibilities
  • Provide exceptional client service
  • Maintain a strong understanding of iA Global Asset Management client base, investment process and strategies
  • Support the Client Portfolio Manager and Portfolio Managers in investment content production
  • Participate in development and on-going maintenance of investment materials: marketing presentations, portfolio commentary, fact sheets, due diligence material, marketing communications, etc.
  • Perform quality control - contribution, edition, and revision of content
  • Liaise with the Fund Oversight and Management team, Sales, Product and Marketing Teams to support clients servicing with performance and strategy update data
  • Support investment material dissemination and marketing calendar management
  • Support and coordinate the monthly and quarterly portfolio commentary process
  • Update investment databases and respond to consultants' DDQ and prospects' RFP/RFI
  • Manage the investment materials hub
  • Participate in adhoc projects and activities
  • Support in the organization and coordination of the investment team's marketing events
Qualifications and Skills
  • Bachelor's degree in finance, business administration, actuarial science, or relevant discipline
  • 1-2 years' experience in capital markets and investment industry
  • CFA designation or registration
  • Strong written and verbal communication capabilities
  • Strong MS Office suite experience
  • Investment database experience (asset)
  • Institutional asset management experience (asset)
  • Team player, autonomous, and time management skills
  • Analytical, critical thinker and attention to detail
  • Strong organizational skills with ability to work on multiple projects simultaneously
  • Customer service skills
  • Ability to thrive in a fast-paced, time-sensitive environment
Location(s)
Quebec, Quebec

Other Possible Location(s)
Quebec, Quebec, Toronto, Ontario

Company
Industrial Alliance Investment Management Inc.

Posting End Date

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.

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.

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