Senior Analyst, Products
3 months ago
Senior Analyst, Products
Location: This position will be based out of our Winnipeg office.
Our organization:
Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and Wellington-Altus Private Wealth Inc.—the top-rated* investment dealer in Canada and one of Canada’s Best Managed Companies. With more than $30 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients.
*Investment Executive 2024 Brokerage Report Card.
The opportunity:
Reporting to the Associate Vice-President, Managed Programs & Products, the Senior Analyst will be responsible for supporting the various managed programs and investment products at Wellington-Altus.
Key responsibilities include:
Relationship Management
Maintaining relationships with asset managers and product issuers and act as the key research lead for a subset of the Canadian asset manager universe, serving as the principal liaison between this group and Wellington-Altus. Coordinating and conducting manager due diligence interviews for the purposes of initial due diligence and ongoing monitoring. Working with various members of the Wellington-Altus team (Discretionary Portfolio Management Support, for example) as the investment product subject matter expert to assist in the design, construction, and promotion of customized portfolio strategies and solutions to meet specific client needs and objectives. Serving as the primary contact for product related support needs for internal partners and IA teams. Supporting advisor teams through the development and maintenance of KYP collateral for approved and recommended product.Product Approval
Reviewing requests to have new products delivered through OM originating from advisor teams (existing and transitioning teams). Performing preliminary product screening against requirements and if appropriate, conducting due diligence for those products meeting initial requirements. Performing maintenance of the Approved Product List, including additions and deletions of OM products. Conducting book reviews for transitioning advisors to assess viability and ease of transfer of products.Product Due Diligence
Conducting independent analysis on mutual funds, ETFs, and private/alternative investment strategies. Having a critical role in several key initiatives for the Managed Programs & Investment Products team, including but not limited to: investment manager search, selection, and ongoing monitoring, product approvals, product shelf management, and product recommendations. Conducting qualitative and quantitative analysis on investment products to assist the AVP, Managed Programs & Investment Products in the creation of product research reports and recommendations, leveraging information obtained from performance databases, manager interviews, due diligence questionnaires, marketing materials, and offering documents. Assisting in the creation, maintenance and dissemination of product information. Conducting quantitative analysis on performance and cost of select investment products to analyze its attractiveness relative to its benchmark and peer universe. Conducting qualitative analysis to make assessments of firm quality, manager skill, source of return, product value proposition/differentiation, and manager style.Ongoing Monitoring & Reporting
Leveraging performance databases and quantitative tools to develop and implement performance monitoring of the Wellington-Altus product shelf on a quarterly basis. Establishing a framework and approval process for reviewing and approving performance reporting for managed accounts. Performing other duties as assigned.The ideal candidate will possess:
A bachelor’s degree in business administration, accounting, finance, or similar field of study. A minimum of 4+ years’ relevant work experience in the financial services/investment industry. Chartered Financial Analyst designation, or Chartered Alternative Investment Analyst (CAIA) designation. Proficiency with the MSOffice suite, including Word, Excel, Powerpoint, Teams, and Outlook. Experience using Morningstar, Envestment, Bloomberg, and/or other investment performance databases is considered an asset. Sound analytical and decision-making skills, with a demonstrated ability for critical thinking. A demonstrated ability to develop and communicate content on complex financial products and strategies. A high attention to detail and organizational skills with the ability to handle multiple priorities in a fast-paced work environment. Strong written, oral communication and presentation skills. Strong interpersonal skills, including the ability to engage with internal and external stakeholders. An ability to independently prioritize and accomplish tasks with minimal supervision. An entrepreneurial spirit with willingness to learn. Strong financial industry knowledge and product understanding.Conditions of employment:
Must be legally eligible to work in Canada. Must be able to travel within Canada 0-5% of the time. A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.Wellington-Altus is strongly committed to equity and diversity within its community and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders. All qualified individuals who would contribute to the further diversification of our organization are encouraged to apply.
If you require accommodation for the recruitment process, please let us know at the point of application.
To apply:
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