Digital Channels Analyst optimizing user journeys for financial product sales. Collaborating with marketing and product teams to improve user experience and conversion rates.
IA
Hybrid Analyst, Senior Analyst – Fund Management and Oversight
Posted 18 hours ago
About the role
- Analyst / Senior Analyst for Fund Management at iA Financial Group. Coordinating oversight activities, product development, and manager searches in Canada.
Responsibilities
- Maintain strong relationships with multiple external managers by conducting regular due diligence meetings
- Analyze fund offerings and develop reporting to evaluate quality and diversity
- Gather, synthesize and communicate relevant information to the lines of business
- Contribute to fund selection processes by aligning partner needs
- Support recommendations related to the development, enhancement and management of investment products and fund structures
- Represent IA and the Investment team across internal networks
Requirements
- Bachelor's degree in finance or Master's degree in business administration or finance, an asset
- 2 - 5 years experience in a similar or relevant position
- CFA designation or be in the process of certification
- Advanced knowledge of Excel
- Strong analytical skills and excellent communication skills
- Excellent collaborator, high degree of motivation and strong leadership skills
- Fluency in French and advanced level of English proficiency are required
Benefits
- Flexible group insurance
- Competitive pension plan
- Stock purchase plan
- Vacation and wellness/personal development days
- Telemedicine
- Employee and family assistance program
- Ergonomic furniture program
- Performance bonus
- Discounts on iA products
- And much more!
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