Investment Strategy Analyst at iAGAM

iA Financial Group (Industrial Alliance)
Toronto, CA; US
Hybrid

Why this role

Pace
Steady
Collaboration
Medium
Autonomy
Medium
Decision Impact
Team
Role Level
Individual Contributor

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • Enhanced client relations and business growth
  • Support asset retention and client satisfaction
Typical background
5-7 years in asset managementBachelor's/Master's in finance or related field

Transferable backgrounds

  • Coming from portfolio management
  • Coming from financial analysis

Skills & requirements

Required

Fixed IncomeEquity AnalysisMulti-asset InvestmentsClient ServiceCommunication

Preferred

French ProficiencyCFA Or CIM Designations

Stack & domain

Fixed IncomeEquityMulti-asset InvestmentsCommunicationTechnical ProwessCFACimFinance

About the role

Original posting from iA Financial Group (Industrial Alliance)

Shape client solutions at iAGAM as a Senior Analyst in Investment Strategy. Leverage your expertise in fixed income, equity, and multi-asset investments in a hybrid workspace. Join iAGAM's Investment Strategy & Client Solutions team, committed to enhancing client relations and business growth. You will partner with portfolio managers and utilize your analytical skills to support asset retention and client satisfaction. Participation in diverse projects will showcase your communication and technical prowess as you interact with various stakeholders and contribute to thought leadership. Key Responsibilities: • Provide exceptional client service across diverse channels • Act as a product specialist for investment strategies • Communicate iAGAM's investment principles and competitive advantages • Create and review marketing documents and client reports • Collaborate with distribution partners for effective engagement Requirements: • 5-7 years in asset management, preferably institutional • Bachelor's/Master's in finance or related field • CFA or CIM designations preferred • Proficiency in French and advanced English • Strong organizational skills and attention to detail Utilize your investment expertise and communication skills to foster client success and drive iAGAM's growth. #J-18808-Ljbffr

Source: iA Financial Group (Industrial Alliance) careers

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