Teams at iA Financial Group

Design, build, and maintain scalable data architectures, ETL/ELT pipelines and data models using on-prem SQL Server and Azure/Snowflake cloud technologies. Lead BI enablement, Power BI reporting, data governance, and collaborate with IT/security to ensure compliant, documented, and production-ready data solutions.

Lead client engagement and business development for institutional and advisor channels by translating investment strategy into client-ready materials, supporting RFPs/DDQs, delivering presentations and thought leadership, coordinating cross-functional execution, and maintaining reporting and content processes to deepen relationships and retain/grow assets.

Conduct quantitative and qualitative research on North American high yield bonds and equities, build and update valuation and market models, prepare performance and attribution reports, support portfolio management and client communications, and assist distribution/sales efforts and ad-hoc investment projects.