Investment Analyst

1 day ago

Toronto, Canada Purpose Investments Full time

Company Description**
Purpose Unlimited** is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions. Led by entrepreneur Som Seif, the company is developing a diversified product platform aimed at addressing historically underserved segments of the market. Purpose Unlimited's businesses include Purpose Investments, Purpose Advisor Solutions, and Driven.
**Who is Purpose Investments?**
**Purpose Investments** is an innovation-driven asset management company with over $12 billion under management, offering both managed and quantitative investment products. In 2021, we have launched an exciting new set of funds to the market that includes the World’s First Bitcoin ETF, the World’s First Ether ETF, a Globe Climate Fund, and an innovative Retirement Pension Fund called Longevity Pension Fund. This is just the beginning for us, with lots more opportunities to grow in the near future.

Job Description**
What you will do**
- Update and control all marketing material for the internal funds
- Act as a link between Sales and the Portfolio Management team to answer questions about Purpose funds and provide quick updates
- Assist the Portfolio Management team to write monthly and annual content on fund performance and positioning
- Act as the main point of contact for client calls regarding fund positioning inquires
- Ensure fund details are correct and updated on the website and internal systems
- Run the weekly update/business calls for the Portfolio Management team

Qualifications**
What you will bring**
- CFA designation or working towards CFA
- Over 2 years of relevant industry experience, experience working with investment advisors would be a plus
- Excellent communication, verbal and written and presentation skills

Additional Information**
Why you should join us?**
- **
We believe in innovation and a vibrant culture** - Work for an innovative, people-first, financial services firm that values entrepreneurialism
- **
We believe in a flexible work structure** - A flexible hybrid work model that empowers you to do your best work whether at home or at the office
- **
We care about your rewards** - Competitive compensation including equity programs
- **
We care about your health **- Comprehensive group health, dental benefits, and life insurance at little to no cost to you. We also offer a Lifestyle Spending Account for all your wellness needs
- **
We care about your rest **- Flexible paid time-off policy with unlimited vacation days, flexible sick and mental health days
- **
We care about your family** - Paid parental leave for eligible employees with top-up
- **
We care about your future** - Group RRSP matching and TFSA program in Purpose funds
- **
We care about your development** - We offer training opportunities and tuition support year-round

In light of the COVID-19 pandemic, we are currently working from home. The safety and wellbeing of our teams is our top priority and office time is currently available on a voluntary basis. Our future of work philosophy will be a hybrid model allowing for flexibility and collaboration.

For safety reasons, Purpose Investments has adopted a vaccination policy that allows only fully vaccinated employees to enter our offices.

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