Student- Associate - Investment Products and Platforms

Team: The IPP team is a key contributor to the overall success of iA Private Wealth. The works with advisors to encourage the use of a model-based approach within the investment management part of their practice and supports the resources and platforms and that underpin this, including the fee-based platform, the discretionary platform and the SMA/UMA platforms.

The team Associate will act as a supporting team member assisting with the team’s day-to-day tasks. The individual will provide various types of trading support, act as a liaison to co-ordinate daily SMA trades, help with content management, and manage other duties as assigned.

ACCOUNTABILITIES

Trading support

• Assist in identifying and addressing trading errors and omissions.
• Provide administrative support after a model change has been made.
• Update trading models on Croesus.
• Assist in managing third-party SMA trading.
• Reviewing SMA accounts for new deposits.
• Classify new securities based on fee eligibility, asset class, and regional exposure.

Content management

• Help manage site design and ongoing changes and improvements.
• Distribute daily, monthly, and quarterly research reports and other material.
• Review and update published documents regularly to guarantee accuracy and completeness.
• Share ideas about how material can be improved and presented.

Support for SMA and UMA

• Provide assistance in supporting the Elite UMA.
• Assist with answering basic queries from Advisors.
• Manage IPP general inbox.

Advisor Book Analysis

• Analyze advisor books to support the sales team.
• Consolidate data for client portfolios.
• Assist in creating client proposals.

Market Reporting

• Maintain a daily pre-market report that is sent to advisors.
• Summarize market performance for monthly reports.
• Research market-related news and trends.

KNOWLEDGE, SKILLS, REQUIREMENTS

Knowledge:

• Some knowledge of the wealth management/asset management industries.
• Financial market and economic news.
• Investment products and market trends.

Skills:

• Strong team player and willingness to grow.
• Good time management skills.
• Excellent verbal and written communication skills.
• Intellectual curiosity and ability to think analytically.
• Intermediate to advanced Microsoft Excel and Bloomberg skills.
• Well organized and attention to detail.

Requirements:

• Must be enrolled in a school program related to finance, business, investments, or other related fields.
• Some knowledge of Bloomberg and advanced skills in Excel.
• Available full-time (37.5h), please note that this position could be transformed in an internship/co-op position if needed.

WORKING CONDITIONS:

• Team environment.
• Hybrid working conditions with periodic in-office requirements.