Product Analyst

7 days ago


Toronto, Ontario, Canada Beutel, Goodman & Company Ltd. Full time $60,000 - $100,000 per year

Overview

The
Portfolio, Business, and Data Analyst

will be accountable for retrieving, analyzing, and interpreting data to provide actionable insights for business/client decision-making. They will create dashboards and reports, helping the organization understand market trends, opportunities, and challenges in relation to business needs.  

Key Responsibilities

  • Provide ongoing product monitoring, analysis, and communication of results
  • Conduct competitive product and market trend research
  • Build effective relationships with key internal stakeholders (e.g., Portfolio Managers, Client Service, Compliance, Legal, Sales)
  • Provide product-related support to sales teams, including internal and external client requests
  • Support quarterly and semi-annual commentary process
  • Effectively carry out data visualization tasks for client and business needs
  • Develop implementation plans and coordinate with applicable stakeholders for large projects
  • Effectively size out effort and value for intake items with team members, stakeholders, and business partners
  • Prioritize and decipher requirements for ad-hoc requests and co-ordinate the execution to specifications
  • Research new product opportunities and take an active role in any future product development
  • Assist with completion of RFPs and DDQs, when necessary, as well as other marketing initiatives

Requirements

  • Exceptional attention to detail and strong business and financial acumen
  • Advanced Excel skills
  • Completion of or working towards CFA or CIM designation
  • Data Analysis and the ability to interpret and communicate key findings
  • Proficiency with Morningstar Direct, eVestment, Refinitiv Workspace and other analytics platforms
  • Ability to prioritize tasks and work well under pressure to meet tight deadlines
  • A team-first individual who is naturally curious, takes initiative, has a strong work ethic and a positive attitude
  • Bilingual with French and English would be considered an asset

This posting is for a current vacancy on our Marketing team. To apply, send your resume to

.  

If you require any accommodations during the recruitment process, please email us at

. A member of our HR team will reach out to you.


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