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Investment Product Specialist
2 months ago
Enoch Wealth Inc. is a registered Exempt Market Dealer (EMD) with the BC and Ontario Securities Commissions, founded in 2015. As a leading EMD in Canada, we have an advisory team of over 60 professionals and a robust platform with industry-leading processes, compliance procedures, technology, and research teams.
Job SummaryWe are seeking an Investment Product Analyst to support our team in expanding our investment product offerings. As an Investment Product Analyst, you will conduct due diligence on investment products and asset managers, working closely with the Product Manager to identify and evaluate potential investment opportunities and ensure that our investment products meet our clients' needs.
Key Responsibilities- Conduct research and analysis on potential investment products, gathering data and financial information to assess their viability and suitability for our clients' needs.
- Prepare investment product summaries and presentations to assist the Product Manager in presenting to the Investment Committee.
- Review and analyze existing investment products, including their performance and risk profiles, and provide recommendations for changes or improvements.
- Conduct market research and stay up-to-date on industry trends and developments to inform investment product strategy.
- Assist the Product Manager in coordinating with asset managers and third-party service providers to ensure compliance with investment guidelines and regulations.
- Contribute to the development and implementation of investment product marketing initiatives to drive sales and improve product awareness.
- Assist the Product Manager in preparing for internal product training seminars by gathering necessary information and data, writing investment product summaries, and coordinating with internal stakeholders.
- Bachelor's degree in finance, accounting, economics, or a related field.
- Minimum of 1 year of experience in equity research, asset management, or a related field.
- Strong analytical skills and attention to detail.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Proficiency in Microsoft Office Suite and experience with investment research databases.
- Ability to prioritize and manage multiple projects simultaneously.
- Candidates bilingual in English and Mandarin will be preferred.
Full-time position with a competitive salary range of $60,000.00-$75,000.00 per year, including bonus pay. Benefits include company events, dental care, extended health care, paid time off, tuition reimbursement, and vision care. Schedule: Monday to Friday. Language: Mandarin (required). Work Location: In person.
