Financial Product Specialist

7 days ago


Toronto, Ontario, Canada Kumaran Systems Full time

We are seeking a highly skilled and detail-oriented Financial Product Specialist to join our dynamic team at Kumaran Systems. The ideal candidate will have a strong background in asset management or related financial products, with expertise in areas such as Mutual Funds, ETFs, Investment Books of Record (IBOR), Wealth Management Systems, Options, Bonds, and similar instruments.

Key Responsibilities:

  • Analyze complex financial data to identify trends and patterns
  • Develop and maintain financial models to optimize investment returns
  • Collaborate with cross-functional teams to implement new financial systems
  • Provide expert advice on financial products and services

Required Skills and Qualifications:

  • Proven experience in asset management or related financial products (e.g., Mutual Funds, ETFs, Bonds, Options)
  • Familiarity with Investment Book of Record (IBOR) systems and wealth management platforms
  • Strong analytical skills with the ability to interpret complex financial data
  • Proficiency in financial modelling, data analysis tools, and software (e.g., Excel, Bloomberg, SQL, Python)
  • Excellent communication and presentation skills, with the ability to convey insights to both technical and non-technical stakeholders

PREFERRED EXPERIENCE:



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