CRM Investment Analyst - 12 Months

CRM Investment Analyst - 12 Months

Employment Type Contract Location TORONTO, Ontario Apply SHARE THIS JOB Job Description:

Reporting to the Director of Client Relationship Management, the Investment Analyst will serve as a key member of their dynamic and high-performing CRM, Investment team. The selected candidate will be working closely with internal teams to coordinate the preparation and execution of investment and performance reporting. The role will support Client Facing Managers and contribute to the delivery of reporting and service to their clients. Key Responsibilities Include:

Providing best-in-class investment and risk reporting, services and supporting their institution clients

Apply sound investment judgement to build and analyze complex reports for client consumption

Produce applicable reports and analysis to be utilized by the CRM senior team in the decision-making process and providing support in general analysis and review of client profiles

Actively managing an existing client schedule of monthly, quarterly, and annual deliverables

Lead implementation of reporting and operational enhancement requests

Develop and maintain a solid understanding of the client’s range of investment, risk and operational offerings and solutions

Create presentation materials for client meetings and supporting senior relationship managers while also interfacing with clients in both virtual and in person meetings

Staying on top of market developments and integrate market data into reporting and ad hoc analysis

Gathering data and related information to quickly respond to client information requests

Conduct research and analysis on a broad range of client focused topics to support decision making at more senior levels on the CRM team TMGCT Job Requirements:

Bachelor’s degree in Finance, Economics or related field

Investment related designations such as CFA, FRM, CIPM or CAIA is strongly preferred

3 + years of experience working within the investment industry or related field

Client Relationship Management experience with the investment industry is preferred

Experience working with

Institutional Clients a strong asset

Advanced Excel skills and manipulating large amounts of data using Excel

Excellent Power Point skills putting together presentations for clients

Experience with such applications as Bloomberg, Refinitiv Eikon, MS Access and other project management tools would be an asset

Strong interested in financial markets and investments

Knowledge of investment performance and risk concepts

Strong project management skills

Exceptional work ethics and strong attention to detail and accuracy

Excellent verbal, written and interpersonal communications skills

A self starter who can work well independently and, on a team, or collaborating with other teams

Ability to delivery quality outputs in a fast-paced environment and ability to handle tight deadlines and capable of handling multiple projects and ad-hoc requests simultaneously Apply