Financial Data Analyst for Portfolio Management
1 week ago
We are seeking a highly skilled Financial Data Analyst to join our team in Public Investments at Equitable CA. As a Senior Quantitative Analyst, you will be responsible for analyzing and modeling portfolio data to support investment decisions.
About the RoleThis is a hybrid role that requires working in our office in Waterloo, ON a minimum of two (2) assigned, consecutive days every other week, plus a fifth (5th) assigned day per month. You will have the opportunity to work from the office more than the minimum requirement and may be required to work in our office more than the minimum requirement for certain roles.
- Assist with risk analysis, prospective return analysis and modelling, portfolio analytics, and related investment research and analytics to support investment decisions.
- Design, develop, and implement scripts and processes to enhance decision making with respect to portfolio positioning and security selection.
- Contribute business and technical expertise to the development and planning process in projects.
- Manage assigned work to meet deadlines and balance multiple priorities as set by senior staff.
- Track and report portfolio risk measures relative to targets to ensure effective risk management.
- Perform administrative duties including resolving specific share management issues with brokerages.
To be successful in this role, you will require:
- An undergraduate or Master's degree in Business, Commerce, Economics, Mathematics, Statistics, or Computer Science.
- Experience building and supporting technology solutions.
- 3 to 5 years of quantitative experience with a focus on data analysis.
- A good understanding of investment selection, portfolio construction, and portfolio risk management.
- Completion of the CFA program is an asset.
We offer a competitive salary range of $120,000 - $160,000 per annum, based on qualifications and experience, as well as opportunities for professional growth and development. We also offer immediate enrollment in our pension program with employer matching and an additional paid volunteer day each year to give back to the community.
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