Analyst, Investment Funds

ISS Market Intelligence (MI) is a leading global provider of data, analytics, insights, media, and events solutions to the global financial services industry.
- ISS MI empowers global asset and wealth management firms, insurance companies, distributors, service providers, and technology firms by providing cutting-edge market-engagement platforms and the actionable intelligence necessary to fully assess their target markets, identify and analyze the best opportunities within those markets, and execute on comprehensive go-to-market initiatives to grow their business. ISS MI clients benefit from our increasingly connected global ecosystem that leverages a combination of proprietary data, powerful software and analytics, timely and relevant insights, in-depth research, as well as an extensive suite of industry leading media brands that deliver unmatched market connectivity through news and editorial content, events, training, ratings, and awards.
- ISS MI data and analytics solutions include intelligence from BrightScope, Discovery Data, Financial Clarity, Flowspring, FWW, Investor Economics, MISight, Mortgage Clarity, Plan for Life, RainmakerLive, and Simfund, and ISS MI media brands and market-engagement platforms include Chief Investment Officer, PlanAdvisor, PlanSponsor, Financial Standard, FS Sustainability, Money, and Industry Moves.
- Position: Analyst, Investment Funds
- Investor Economics (IE), a division of Institutional Shareholder Services Market Intelligence (IE) is Canada’s foremost provider of fact-based analysis to the retail financial services industry. Our client list includes most major financial institutions and companies in Canada including banks, credit unions, brokerage firms, mutual fund companies, insurance companies and money managers. IE provides advice and decision-making support to individuals at multiple levels in the financial services sector based on the analysis and interpretation of extensive data relating to the supply and demand of financial services.
- IE offers an ideas-driven, high-performance environment, where advancement and opportunities are based on personal achievement and merit. Successful applicants will contribute energy and dedication in return for an opportunity to develop analytical skills and specialized knowledge of the retail banking and wealth management industries.
- Position Profile & Responsibilities
- Analysts at IE play an integral role within the firm, contributing ideas and analyses for key research publications and providing support to clients on an ad-hoc basis.
- The Analyst will support the Product team at IE, specifically on product research (mutual funds, funds of funds solutions, exchange-traded funds, deposits, insurance and others). The Analyst will participate in the research and development of some major reports: Insight Advisory Service, the ETF and Index Fund Report, The Insurance Advisory Service and SIMFUND Canada.
- In a typical research endeavour, as part of either a stand-alone engagement or a publication cycle, analysts must develop and demonstrate the following skills:

- Work with other members of the team to design and execute research process and analyses.
- Generate content for research reports.
- Liaise with the Data Operations team to support their data gathering effort.
- Conduct primary research interviews.
- Formulate and present conclusions.
- Think independently.
- Produce written commentaries for research pieces.
- For those individuals who join our team, a career at IE offers much in return:

- Collegial and supportive culture.
- Valuable knowledge and experience in the financial services field.
- Continuous intellectual challenge and personal development opportunities.
- Meritocratic compensation and advancement.
- Position Qualifications
- The IE environment is best suited to self-starting, highly motivated individuals who are able to deal with the pressures of learning/researching, developing analyses and drafting reports within specific timelines and under limited supervision.
- An undergraduate degree in economics, business, finance or social sciences.
- Intellectual curiosity and interest in the financial services sector.
- Command and understanding of spreadsheets and presentation software. Working knowledge of databases is an asset.
- High attention to detail and data integrity.
- Well-developed verbal and written communication skills.
- Sense of responsibility for deadlines and deliverables.
- The flexibility to adapt to changing priorities.
- 1 - 2 years’ experience within the retail financial services or wealth management industries, or
- Experience with a market research or data gathering business.
- Knowledge of the wealth management industry is considered an asset.
- Ability to communicate orally and/or in writing in French will be an asset.
- Canadian citizenship or permanent residence status.
- #LI-JB1 #Analyst #MIN