Associate, ETFs

3 weeks ago

Toronto, Canada Brompton Funds Full time

About Brompton

Brompton Funds is a leader in the Canadian closed-end fund (CEF) market and has a growing suite of specialty ETFs, with total AUM over $3B. We offer innovative investment products that provide access to unique investment strategies across a broad range of asset classes, with a focus on tax-efficiency and income. Our funds have paid over $3B in distributions to investors since firm inception in 2002. Our clients know us for our fairness and integrity, our depth of knowledge in our product area, our commitment to client service and our focus on investment performance.

About the Job

Brompton is seeking an entry-level candidate to join our team. If you are a creative, flexible, enthusiastic self-starter with a strong work ethic and a high level of attention to detail, we have a dynamic and exciting opportunity for you to consider This position will provide the successful candidate with a unique, accelerated opportunity to gain meaningful experience across a wide range of functional roles in the ETF and CEF industry, including Product Development and Management, National Accounts, Capital Markets, Institutional Sales, Fund Analytics and Wholesaler Support. With appropriate development, we expect this candidate to eventually take on more external client-facing responsibilities. This is your early-career opportunity to quickly establish your expertise in the industry and be recognized for your material contributions to Brompton’s continued growth and success.

What you will do:

Assist senior ETF staff in relationship and sales coverage of key external parties including ETF Sell-Side Analysts & Traders, Family Offices, Institutional Investors, and Media contacts. Along with senior staff, arrange in-person or virtual meetings and webinars, make phone calls and prepare email follow-ups as needed to current and prospective service providers/clients
Respond to Wholesaler team questions and requests for fund comparisons and commentary
Use financial data tools and Salesforce entries to track Brompton ETF trading activity and Wholesaler sales activity, and provide commentary ad-hoc to Senior Management, on request
With guidance from senior staff, facilitate Investment Advisor trading opportunities as identified by Brompton Wholesaler team by sourcing dealer counterparties for intra-day trades or end-of-day cash or in-kind ETF creates
With guidance from senior staff and in co-ordination with Marketing team, use financial data tools, input from PMs and other sources to prepare marketing documents for distribution to Investment Advisors, other key external parties, and the investing public
Keep key marketing materials current by updating market data and developing new messaging/new exhibits for materials, on a regular and timely basis
Assist senior staff in ETF Product Development and Management efforts. Develop analysis and presentations to communicate potential benefits and risks of new ETF launches. Draft key marketing document for new ETF launches. Participate in meetings with internal staff including PMs, Compliance and Finance, and with external subadvisors, legal counsel, and other service providers, to successfully conceptualize, secure internal approvals for, document and launch new ETFs
As required, assist SVP, CEFs in gathering data, preparing analysis and marketing documents, and working with external legal counsel and investment banking advisors to draft offering documents in support of capital raising efforts (IPOs, overnight and at-the-market offerings) for Brompton’s Closed-End Fund/Split Share Fund suite

Your Qualifications:

Honours Business degree, or other Honours Bachelor degree with investment experience (e.g. meaningful progress toward CFA or CAIA or equivalent designations, or other substantial educational or work experience relating to investments)
1-3 years work experience in financial services
Working knowledge of investment principles and investment funds; demonstrated solid research and analytical skills
Excellent communication and networking skills
Proficiency in Microsoft Office programs, especially Microsoft Excel and PowerPoint
Experience in working with Salesforce is a plus
Working knowledge of LSEG Eikon/Morningstar Direct, or equivalent competitive data systems, is a plus
Strong organizational skills and ability to multi-task or manage multiple projects and deliver to a tight deadline
Willingness to learn new skills; strong attention to detail & self-checking of work; enthusiasm, engagement and a drive to establish or further your career in the investment industry; are all highly sought-after characteristics

What we offer:

Competitive compensation including attractive year-end bonus opportunities;
Group health and dental benefits and insurance at little to no cost to you;
Flexible paid vacation and illness days;
Generous Group RRSP matching plan;
Training opportunities along with support for tuition for relevant courses;
A people first firm that values input and ideas from all staff; and
A semi-hybrid work environment with minimum of 4 days in-office per week required.

Location:

The office is located in downtown Toronto (Bay Street)
Position to be filled immediately.

Brompton welcomes all applications from qualified individuals. If you require accommodation during any aspect of the selection process, please let us know at resume@bromptongroup.com.

We would like to thank applicants for their interest, however, candidates will only be contacted if selected for an interview.

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