iA Financial Group is the fourth largest life and health insurance company in Canada and offers a wide range of products to meet the needs of clients across its vast sales network. With over $200 billion of AUM and AUA, iA is one of Canada’s largest asset managers. Founded in 1892, iA Financial Group’s stability and solidity make it an employer of choice that invests in its employees and their development over the long term. With operations across Canada and in the United States, iA Financial Group and its over 8,000 employees work hard every day to offer the best service to over four million clients. iA Investment Management is the investment arm of iAFG with over $100 billion of AUM and 150 investment professionals servicing institutional and retail clients.
As Client Portfolio Analyst, you will work closely with the Client Portfolio Manager and Portfolio Managers on the Investment Team, supporting the management of client relationships and providing investment information in a timely manner. The successful candidate will be capable of gathering information from various sources, including internal investment systems, research analysts, portfolio management teams and various databases. The overall objective of the client portfolio analyst group is to assist in providing our clients with best-in-class client service on a consistent basis.
Role and Responsibilities
Provide exceptional client service
Maintain a strong understanding of iAIM’s client base, investment process and strategies
Support the Client Portfolio Manager and Portfolio Managers in investment content production
Participate in development and on-going maintenance of investment materials: marketing presentations, portfolio commentary, fact sheets, due diligence material, marketing communications, etc.
Perform quality control - contribution, edition, and revision of content
Liaise with the Fund Oversight and Management team, Sales, Product and Marketing Teams to support clients servicing with performance and strategy update data
Support investment material dissemination and marketing calendar management
Support and coordinate the monthly and quarterly portfolio commentary process
Update investment databases
Manage the investment materials hub
Participate in adhoc projects and activities
Support in the organization and coordination of the investment team’s marketing events
Qualifications and Skills
Bachelor’s degree in finance, business administration, actuarial science, or relevant discipline
Minimum 3 years’ experience in capital markets and investment industry
CFA designation or registration
Bilingual – verbal and written
Strong written and verbal communication capabilities
Strong MS Office suite experience
Investment database experience (asset)
Institutional asset management experience (asset)
Team player, autonomous, and time management skills
Analytical, critical thinker and attention to detail
Strong organizational skills with ability to work on multiple projects simultaneously
Customer service skills
Ability to thrive in a fast-paced, time-sensitive environment
Our employees are our best investment and we have much to offer them.
iA Financial Group is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.
With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.
At iA, we’re invested in you.
Our commitment to Diversity and Inclusion
At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.
Please note that if you need help or assistance to make the recruitment process more accessible for you, please contact us here. Someone from our team will be happy to assist you.