Senior Manager, Investment Analytics

Responsibilities

:

• Update reporting to support portfolio management and oversight of investment management sub-advisors using Excel, Power BI and software such as FactSet and Morningstar Direct.
• Maintain, enhance, and build reporting; this includes developing an understanding of Power BI data models used for reporting, to make changes and updates to the Power BI models.
• Perform asset allocation and portfolio construction modeling, analysis and research, using specialized software (i.e. FactSet, Morningstar Direct), to support portfolio recommendations for managed solutions.
• Explore and implement AI to improve process efficiency and enhance insight generation.
• Support the AVP in preparing presentation materials for internal audiences including Committees and the Chief Investment Strategist.
• Support the AVP by preparing trade instructions to co-ordinate trade activity and fund rebalancing for portfolios.

Requirements:

• Post secondary business degree (B.Comm.) and working towards the completion of the CFA charter.
• Minimum 5 years’ experience in a mutual fund/Investment-oriented environment with a focus on portfolio analytics.
• Proven proficiency in PC applications including Excel and PowerPoint.
• Proven proficiency in data modeling using Power BI, including building reports and interactive dashboards.
• Demonstrated analytical, numerical and problem-solving skills with very strong attention to detail.
• Experience with analytical software such as Morningstar/FactSet/Bloomberg or similar applications.
• Ability to communicate effectively, both written and oral.
• Ability to manage multiple projects/tasks with flexibility to work with changing priorities.
• Ability to work independently as well as in a collaborative environment.
• Strong organizational and time management skills to meet deadlines.

The expected annual base salary range for this role is (92,000 - 120,000), which is determined based on skills, knowledge and experience and geographic location. In addition to base salary, this role is eligible for annual short-term incentive, health and well-being benefits, retirement and savings plan, paid time off and career development.

For additional information regarding this position, contact Catherine Sawatzky.

Benefits:

• COMPETITIVE COMPENSATION & RECOGNITION: competitive base salary, performance-weighted bonus, education/career support, option to join Employee Share Purchase Plan with employer matching component.

• EMPLOYEE BENEFITS & INSURANCE: competitive health and dental coverage, flexible plan for you and your family and short-term & long-term disability plans.

• RETIREMENT SAVINGS PROGRAMS: voluntary Defined Contribution Pension Plan

• WORK LIFE BALANCE: paid volunteer days, competitive time off, including 10 wellness days off, WorkPerks discount program, hybrid & flex work arrangements.

• INCLUSIVE CULTURE AND DIVERSITY: living our core values: Be a Team, Be Accountable, Be Better, engaging with community through Business Resource Groups (BRG communities are volunteer employee-led groups formed around a common interest, identity, or background).
  
  

IGM is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.

IG is an accessible employer committed to providing a barrier- free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.

How to Apply: Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and experience to https://www.ig.ca/en/careers

Artificial Intelligence in Recruitment: As part of our Talent Acquisition process, we may use artificial intelligence and automated tools to support activities such as candidate sourcing, application review, and interview scheduling. These tools support the recruitment process; all hiring decisions are made by people.

We thank all applicants for their interest in IG Wealth Management; however, only those candidates selected for an interview will be contacted.