Product Analyst leveraging data to define success metrics and optimize business impact for a leading MLS platform in North America. Collaborates closely with engineering and design teams.
About the role
- Product Analyst supporting investment management solutions and product shelf maintenance at Aviso Wealth, a leading wealth management organization in Canada.
Responsibilities
- Evaluate product requests from clients and perform due diligence with fund companies on products to ensure compliance with Aviso’s Due Diligence program and KYP requirements, while mitigating organizational risk
- Manage the Product Review inbox, providing timely decisions to internal and external stakeholders
- As secretary of the internal Product Review Committee meetings
- Analyze product shelf and prepare relevant reports
- Collaborate with internal stakeholders and third-party fund companies to meet compliance and operational requirements
- Develop and maintain investment reports, marketing materials, investment fact sheets and performance data for proprietary products
- Conduct research on dealer product solutions, such as the analysis and reporting of ETF model portfolios, recommended mutual fund list and alternative products
- Analyze and compare product performance against competitors, offering recommendations for reviews and opportunities
- Provide support to Advisors on proprietary investment solutions
- Project coordination of departmental product enhancements and initiatives aligned to evolving priorities as assigned
Requirements
- Degree from a post-secondary institution with education in Business Administration, Finance, Economics or related fields
- Completion of a minimum CFA Level 1, with a commitment to pursuing the CFA charter within 5 years
- 3-5 years’ experience in the investment industry, with demonstrated expertise in investment concepts, analytics, portfolio theory and/or investment administration and sales
- Experience in conducting product research and portfolio reporting.
- Experience with Morningstar Direct, Refinitiv and Python is advantageous
- Intermediary level MS Office Suite (emphasis on Excel and PowerPoint)
- Excellent written and verbal communication/presentation skills
- Fluent communication skills in English are required and bilingual skills in French are an asset
- Self-motivated, strong attention to detail, and able to operate in a fast-paced, dynamic environment
- Dealer and credit union working experience is an asset
Benefits
- Competitive compensation package that rewards and recognizes individual contributions
- Excellent health, dental and insurance benefits to meet the diverse needs of our employees
- Generous vacation time, fitness benefit, parental leave top-up options
- Matching contributions to our retirement program
- Commitment to the continuous improvement of our staff through learning & development and an education assistance program
- Regular social events to foster teamwork
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