Our Banking client is looking for a Junior Quantitative Analyst (mutual fund, ETF, Excel (VBA), PowerPoint)
Length: 12 months contract with the possibility of extension and conversion to full time employment
Location: Toronto, ON (Hybrid) - 3 days in office at minimum per week (ideally Tuesday, Wednesday, and Thursday), some flexibility on the days
Working Hours: 9 am to 5 pm with regular overtime during the work week
Line of Business: Global Asset Management
'The start date of this job is flexible and in order to find the best candidate the job may remain open much longer than the date mentioned on this posting... or you may be asked to start sooner than the expected start date if you are able to do so !'
Please read the job description below. If this interests you, please send a MS-Word version copy of your resume (ASAP) along with a telephone contact number: E-mail to talent@teamrecruiter.com
Please mention the job title above in the subject line
The recruiter in charge of this role is San Thangarajah
After you have submitted your resume via e-mail please complete the application for this specific job by clicking 'Submit Your Resume for this Job' at the bottom of this page to match your resume to the job.
If you are interested in further opportunities, why not also do a general registration in our database. By visiting our website and clicking on 'Database Registration'
If you do not think you are a match for this opportunity, but know someone who is, feel free to forward this email to them and you will be eligible for a referral bonus upon a successful hire.
Requirements:
ROLE MANDATE:
As a Junior Analyst on the Distribution Strategy team, you will support the development and execution of strategic initiatives aimed at optimizing the distribution of the mutual funds, ETFs, and other investment products. Reporting to the Head of Distribution Strategy, you will work closely with senior management, business line leaders and a diverse set of stakeholders to deliver advice that solves business problems through research, analysis, and compelling strategic recommendations. The selected candidate will be analytical, organized, and possess advanced Excel/PowerPoint skills. You will be will be working on the distribution strategy team supporting senior leaders across 4 areas of specialization (retail, advisors, institutional (pensions), and alternatives/synthetics (private equity)).
ROLE RESPONSIBILITIES INCLUDE (but are not limited to):
Assist in the analysis of distribution channels, sales trends, and market opportunities to inform strategic decision-making
Support in the creation of reports, dashboards, models, and presentations to analyze and track distribution performance metrics, among other things
Assist with the preparation of materials for internal and external stakeholders, including senior management presentations
Help manage and maintain distribution data, ensuring accuracy and completeness
Track on compliance approvals and organizing/updating the project tracker as required
Conduct research on competitors, market conditions, and client needs to support continued business strategy development and identify opportunities for new products and growth
Successful candidates will play a key role in leading strategic projects, managing relationships with senior management and stakeholders at all levels throughout the Bank and driving the Bank's strategic planning process forward
Broader work or accountabilities may be assigned as needed
Qualifications:
MUST HAVE SKILLS:
Bachelor's degree in business, finance, or a related field (Engineering, Economics, Computer Science, Statistics)
2 years of experience in asset management, financial services, or a related field
Advanced in Microsoft Office suite, particularly Excel (VBA) and PowerPoint
Excellent analytical skills with the ability to interpret data and draw conclusions
Data driven decision making
A strong background/experience in data analysis/data or strategy focus
Ability to review data and provide actionable insights
Strong communication and interpersonal skills to collaborate with team members and external stakeholders
Should be willing to speak up when identifying process gaps and opportunities for improvement
Should be comfortable with stakeholders of all seniority levels and polished in their communication style as will be presenting decks to executives
Ability to work independently and takes initiative to address challenges and provide solutions
Flexibility to adapt to changing priorities and multi-task in a dynamic environment
Thinks creatively and proposes new ideas on how to help the overall distribution team
Brings new ideas on how to make processes more efficient
Experience with process optimization
Detail-oriented and organized individual
Interested in learning more about data/strategy and financial institutions
Flexible in working hours to support overtime hours as required
NICE TO HAVE SKILLS:
CSC or CFA certification nice to have
Capital Markets experience an asset (open to previous co-op experience within the field)
Coding experience (particularly VBA and Power BI) considered an asset
INTERVIEW PROCESS:
Interview process will consist of two rounds (in person) with a Senior Team Member 1st round and Hiring Manager 2nd round. There will be a take home test to verify Excel/VBA/PowerPoint skill sets for those candidates selected to move forward from the 1st round. Interview format will consist of behavioral/situational and getting to know you type questions.
Please note that this is the most up to date version of job description available at this time - During Client Interview you will receive additional information - variance may apply!
When you have some time please register in our database (5 minutes process) to be considered for future openings; the link is available on our website at http://www.teamrecruiter.com in the Candidate section. Please follow us on LinkedIn at https://www.linkedin.com/company/teamrecruiter.com/, or on Twitter at https://twitter.com/TeamRecruiter.
We thank all applicants for their interest. Only those who meet the qualifications will be contacted through telephone/email. You are encouraged to register with us in our database to be considered for future positions available.
Have a great day.
......At Teamrecruiter.com we offer some of the most highly qualified professionals in the workforce. We dedicate an industry trained recruitment specialist to the following areas: IT, Finance, Admin, Sales, Executive Search and Contractors. If you would like to learn more about our full-service recruiting firm please visit our website at www.teamrecruiter.com.
CAMSC and ACSESS certified
"...All Offers are conditional on Client Post-Offer Conditions being met and removed by end client prior to written offer signing"
"Please note that emails from our Recruitment Firm may inadvertently be sent to your Spam Folder. When contacted regarding an employment opportunity, please keep an eye on your Spam/Junk Folder to avoid missing important communication."
THE EMPLOYER OF RECORD FOR THIS ROLE WILL BE TEAM RECRUITER / SE.
Accommodations are available upon request for all individuals with disabilities taking part in the recruitment and selection process.