Analyst, Client Experience and Proposal

2 weeks ago


Montréal, Canada Addenda Capital Full time

City:

- Montréal, QC
- Status:

- Permanent, Full-time

**Who we are**

Addenda Capital is a privately-owned investment management firm that favours a sustainable approach to wealth creation. The company offers a stimulating, positive and open-minded environment where integrity, collaboration and diversity are valued. Addenda integrates ESG (Environmental, Social and Governance) factors into most of its investment and stewardship activities to enhance its clients’ long-term performance and to promote sustainable development for society.

**What is the Opportunity**

Reporting to the Director, Client Experience and Proposal, you will be responsible for the analysis, preparation and presentation of information regarding investment strategies to prospective clients and consultants through proposals, presentations and industry databases.

**What you will do**
- You collect, analyze, review and validate performance and portfolio data in an effort to complete monthly and quarterly client reporting;
- You respond to requests from clients and consultants in a timely manner and provide rigorous follow-up;
- You effectively collaborate with the business development team as well as other departments within the firm to deliver superior client services;
- You create and update client documents including client presentations and product factsheets while meeting branding standards and requirements of the firm;
- You handle client transactions and ensure timely execution of instructions received from clients;
- You take part in the peer review and quality control process established by the team;
- You are responsible for documenting and updating procedures and potential improvements to the team’s controls and processes;
- You are responsible for spreading the client culture within the Client Experience team and across the organization;
- You perform any other related tasks as assigned to you.

**What You Will Need to Succeed**

**Experience and Knowledge**
- You have an undergraduate university degree in business administration, finance, or a related field;
- You have a minimum of two (2) years of experience in the investment industry;
- You have a very good knowledge of the Microsoft suite;
- You have a keen interest in and good understanding of sustainable investment;
- You have working knowledge of Bloomberg, Power BI and SSRS (an asset).

**Skills and Abilities**
- You have excellent written and verbal communication skills in English and French;
- You demonstrate the ability to produce high quality work;
- You work in a methodical manner, with attention to detail;
- You showcase autonomy and strong analytical skills;
- You manage priorities with multiple deadlines and have the ability to work under pressure;
- You have a results-oriented approach.



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