Senior Analyst / Associate Director Investment Strategy & Client Solutions

iAGAM is seeking a motivated and experienced investment professional to join its Investment Strategy & Client Solutions team, dedicated to client relation management and business development. Reporting to the Senior Director, Investment Strategy & Client Solutions, you will partner closely with portfolio managers and business development teams by combining technical expertise and your communication skills to support the organization’s growth, as well as income and asset retention. You will also participate in a broad range of projects and activities.

As a Senior Analyst / Associate Director) Investment Strategy & Client Solutions you’ll be at the core of our mission.

Here are the main responsibilities:

• Provide exceptional client service.

• Maintain a strong understanding of the needs and expectations of iAGAM’s clients, the investment process and the strategies.

• Act as a product specialist for fixed-income, equity and multi-asset investments. If required, support portfolio managers during in-person or virtual meetings with existing clients and prospects.

• Support portfolio and client relationship managers in client-facing and advisor-facing channels during different industry events, contributing to thought leadership and insights on markets and our investment products, by effectively communicating iAGAM’s principles, investment approaches and processes, our competitive advantages, and our portfolio positioning and outlook.

• Contribute to creation, review, quality control and maintenance of marketing documents and presentations, writing portfolio commentaries, due diligence materials and monthly/quarterly client reports.

• Update investment databases and respond to consultants’ DDQs and prospects’ RFPs/RFIs.

• Proactively collaborate with our distribution partners’ wholesaling teams to ensure that financial advisors, investors, consultants and other decision-makers have access to our investment and marketing content.  

• Support the organization and coordination of the investment team’s marketing and sales events.

• Liaise with the Fund Oversight and Management team, Sales, Product and Marketing teams to support client servicing with performance and strategy update data.

• Participate in adhoc projects and activities.

What could accelerate your success in this role

We’re looking for someone who:

• Has 5-7 years of experience in the asset management industry, preferably with an institutional clientele.

• Is known for their Strong organizational skills with the agility needed to work on multiple projects simultaneously and manage deliverables with strict timelines and who is a great team player, analytical, critical thinking and attention to detail.

• Has a Bachelor’s/Master’s degree in finance, business administration, or other related fields. CFA or CIM designations preferred.

• Stands out for their Highly self-motivated individual who will be committed to sustaining and growing our assets

• Demonstrates strong communication skills with the ability to communicate complex investment concepts to diverse audiences with varying degrees of investment knowledge, and ability to discern and adapt to different levels of sophistication.

• Is recognized for their In-depth knowledge of global financial markets and investment products and who's willing to travel

• Proficiency in French and an advanced level of English are required, as the individual will need to communicate and deliver presentations to internal and external clients across Canada on a weekly basis.

• A work environment where learning and development merge with a collective pursuit of excellence;

• A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed;

• The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces;

• Competitive benefits: Flexible group insurance, competitive pension plan, stock purchase plan, vacation and wellness/personal development days, telemedicine, employee and family assistance program, ergonomic furniture program, performance bonus, discounts on iA products, and much more!

Apply now and get ahead of your career, where your talent really belongs! 

Still unsure about applying?

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.

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 with your needs.