Associate, Product Analysis

4 weeks ago


Toronto, Canada iA Financial Group (Industrial Alliance) Full time

Join to apply for the Associate, Product Analysis & Portfolio Strategy role at iA Financial Group (Industrial Alliance).Build the future with us. Are you passionate about financial markets and eager to shape innovative portfolio solutions? Join us as an Associate – Product Analysis & Portfolio Strategy, where you’ll play a pivotal role in enhancing client outcomes through strategic investment insights and collaborative portfolio design.This is your opportunity to grow within a company that values trust, development, and innovation. At iA Wealth, people are at the heart of everything we do—fostering a culture of collaboration and continuous learning.What You’ll Accomplish With UsAs an Associate, you’ll be at the core of our mission. Your key responsibilities will include:Supporting the creation and management of portfolios within the Elite UMA platform.Conducting product, market, and manager analysis to identify trends, opportunities, and risks.Collaborating with the Director, Product Advisory and Portfolio Strategy to refine portfolio construction frameworks.Assisting advisors in implementing recommended strategies to improve client outcomes.Preparing research, presentations, and commentary on portfolio positioning and product solutions.What Could Accelerate Your Success In This RoleHas 2–3 years of experience in asset management, wealth management, or financial services.Holds a Bachelor’s degree in Finance, Economics, Business, or a related field.Demonstrates excellent analytical and quantitative skills.Is proficient in Microsoft Excel, PowerPoint, and financial analysis tools like Morningstar, Bloomberg, or FactSet.Communicates effectively and collaborates well with internal teams and advisors.Shows strong interest in financial markets, investment products, and portfolio strategy.Is progressing toward a CFA designation or similar investment-related credential.Why you’ll love working with usA work environment that blends learning and development with a shared pursuit of excellence.A healthy, safe, inclusive space where your potential can thrive.Hybrid work flexibility and access to inspiring workspaces.Competitive benefits including flexible group insurance, pension plan, stock purchase plan, wellness days, telemedicine, ergonomic support, performance bonuses, and discounts on iA products.Apply now and get ahead in your career—where your talent truly belongsSeniori ty levelEntry levelEmployment typeFull-timeJob functionProduct Management and Marketing #J-18808-Ljbffr



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