Analyst, Client Portfolio Management

3 weeks ago

Montreal, Canada iA Financial Group Full time
  • Employer: Industrial Alliance Investment Management Inc.
  • Office: 2200 McGill College Avenue
  • Job category: Business Administration, Finance and Accounting

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

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.

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

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

Ability to thrive in a fast-paced, time-sensitive environment

Our employees are our best investment and we have much to offer them.

Company OverviewAbout

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 50,000 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.

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