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

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

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