Associate (Full-Time)

Associate, Portfolio Analytics (6-month contract) Location: Hybrid, Toronto - University Ave

Empire Life is looking to hire an Associate, Portfolio Analytics to join our Investments team
The Portfolio Analytics Associate is responsible for executing performance, risk, positioning and competitive analysis of Empire Life investment portfolios. The incumbent is guided by generally defined expectations and works under the broad supervision of the Head of Investment Research.

Our mission - Provide expertise and intelligent solutions to help Canadians navigate life with confidence.

Impactful work - get the opportunity to work on meaningful projects that have a positive impact on our customers, our company, and society as a whole.

We encourage creative and innovative thinking and welcome candidates who are not afraid to challenge the status quo.

Conduct in-depth analysis of equity, fixed income and multi-asset portfolios including (but not limited to) performance attribution, risk assessment and positioning trends.
Deliver portfolio analytics reporting for the use Portfolio Managers and other senior investment professionals, including the CIO
Assist in the development of tools and process enhancements to help expand the existing portfolio analysis and reporting capabilities.
Develop and provide competitor investment analysis, provide insights into asset flows and provide proactive recommendations on relative positioning and fund strategies.
Leverage investment expertise to build and manage content, including (but not limited to) presentations and regular portfolio commentaries, for Portfolio Managers and the CIO.
Support Product and Marketing teams with fund / market related content / insights for strategic campaigns and tactical communications.
Completion of a University Degree in a quantitative field
~ CFA or MBA is considered an asset
~1+ years experience in an Investment Product Management, Portfolio Analytics or Risk Management role in the investment management industry.
~ Experience working with Portfolio Managers and other senior investment professionals.
~ Very strong knowledge of MS Office including MS Excel, MS Powerpoint, MS Word and other spreadsheet, database and presentation software
~ Knowledge of industry tools such as Morningstar Direct, Reuters, Bloomberg is an asset
~ Knowledge of quantitative finance and Knowledge of programming including MS Excel Macros, VBA, Python is an asset
~ Highly analytical with understanding of statistical concepts, quantitative methods and ability to interpret data
~ Ability to translate data and analysis into written reports and presentations to key stakeholders
~ Strong relationship building, communication and presentation skills
~ Ability to prioritize and balance multiple tasks or projects
~ If you are applying for a position which is open to applicants across Canada, unless otherwise indicated in the position, language proficiency in English is required for communicating with customers, advisors, or employees across Canada.


For permanent full-time positions, Empire Life offers a comprehensive total rewards package that includes:
Competitive salaries with annual pay increases
Annual bonus program, which recognizes both strong company performance and individual contributions, for non sales positions
A comprehensive employer-funded benefits package starting from day one of employment, that includes life insurance, disability, health and dental and a generous health account
Flexible work arrangements and an annual allotment of personal health days.
Four weeks annual vacation from hire date
A defined contribution pension plan with generous employer matching
Top up programs for parental leave and compassionate leave
We celebrate diversity, are committed to creating an inclusive environment, and welcome everyone to participate in our application process. Applicants will receive equal consideration without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, or age.
Empire Life welcomes applications from people with disabilities and disabled people. Accommodations are available upon request for candidates taking part in all aspects of the screening and selection process.