Student- Associate

1 month ago

Toronto, Canada iA Groupe financier iA Financial Group Full time

Student/ Intern/ Full-time/ Toronto/ Finance/ December 2024

Team: The IPP team is a key contributor to the overall success of iA Private Wealth. The works with advisors to encourage the use of a model-based approach within the investment management part of their practice and supports the resources and platforms and that underpin this, including the fee-based platform, the discretionary platform and the SMA/UMA platforms.

The team Associate will act as a supporting team member assisting with the team’s day-to-day tasks. The individual will provide various types of trading support, act as a liaison to co-ordinate daily SMA trades, help with content management, and manage other duties as assigned.

**ACCOUNTABILITIES**

**Trading support**
- Assist in identifying and addressing trading errors and omissions.
- Provide administrative support after a model change has been made.
- Update trading models on Croesus.
- Assist in managing third-party SMA trading.
- Reviewing SMA accounts for new deposits.
- Classify new securities based on fee eligibility, asset class, and regional exposure.

**Content management**
- Help manage site design and ongoing changes and improvements.
- Distribute daily, monthly, and quarterly research reports and other material.
- Review and update published documents regularly to guarantee accuracy and completeness.
- Share ideas about how material can be improved and presented.

**Support for SMA and UMA**
- Provide assistance in supporting the Elite UMA.
- Assist with answering basic queries from Advisors.
- Manage IPP general inbox.

**Advisor Book Analysis**
- Analyze advisor books to support the sales team.
- Consolidate data for client portfolios.
- Assist in creating client proposals.

**Market Reporting**
- Maintain a daily pre-market report that is sent to advisors.
- Summarize market performance for monthly reports.
- Research market-related news and trends.

**KNOWLEDGE, SKILLS, REQUIREMENTS**

Knowledge:

- Some knowledge of the wealth management/asset management industries.
- Financial market and economic news.
- Investment products and market trends.

**Skills**:

- Strong team player and willingness to grow.
- Good time management skills.
- Excellent verbal and written communication skills.
- Intellectual curiosity and ability to think analytically.
- Intermediate to advanced Microsoft Excel and Bloomberg skills.
- Well organized and attention to detail.

**Requirements**:

- Must be enrolled in a school program related to finance, business, investments, or other related fields.
- Some knowledge of Bloomberg and advanced skills in Excel.
- Available full-time (37.5h), please note that this position could be transformed in an internship/co-op position if needed.

**WORKING CONDITIONS**:

- Team environment.
- Hybrid working conditions with periodic in-office requirements.

**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, write to us. Someone from our team will be happy to assist you.

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