Optimize Wealth Management in Toronto seeks a Senior Investment Research Analyst to drive analytical insights that shape investment strategies. This full-time, on-site role focuses on delivering high-quality research across asset classes. You will partner with advisors and portfolio managers to conduct thorough research and present findings that influence data-driven portfolio decisions. Your insights will assist in monitoring performance and refining investment strategies in a fast-paced financial setting. Key Responsibilities: • Execute comprehensive research on equities, fixed income, and alternatives • Analyze market trends and sector performance for investment opportunities • Develop detailed investment reports for client and internal use • Support portfolio performance monitoring and risk management • Collaborate closely with team members on strategic asset allocation Requirements: • Bachelor’s degree in Finance, Economics, or a related field; CFA or Master’s preferred • At least 5 years in investment research or analytics • Proven track record of generating actionable investment insights • Strong analytical and financial modeling skills • Excellent communication abilities for diverse audiences Apply your investment analysis expertise to help shape client success at Optimize Wealth Management in downtown Toronto. #J-18808-Ljbffr
Senior Investment Research Analyst Optimize Wealth • Toronto, ON, Canada
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