Hybrid Senior Analyst, MAP Investment Research – Oversight

Posted 2 months ago

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About the role

  • Senior Analyst overseeing investment strategies for Aviso’s Managed Asset Program. Responsible for external manager research and collaboration with the investment team.

Responsibilities

  • Serve as the primary liaison to the Aviso Managed Asset Program (MAP) team, supporting both the initiation of new manager searches and the ongoing oversight of existing products and investment managers
  • Responsible for overseeing sub-advisors and improving the MAP program’s oversight process. Ensure all 3rd party strategies deliver consistent alpha generation potential while taking appropriate risks. The oversight process includes monthly monitoring, quarterly performance attribution review and annual due diligence meetings
  • Conduct ongoing manager research to review managers/strategies and keep up-to-date the trend in institutional investment industry for opportunities to upgrade strategy or launch new products
  • Conduct research and searches for new proposed MAP products
  • Monitor and evaluate the performance of platform products, identifying opportunities for optimization and innovation
  • Act as a subject matter expert on MAP products, providing investment insights and guidance to internal stakeholders and external partners. Present investment strategies and performance updates to MAP clients and the MAP sales team, ensuring clarity, confidence, and alignment with client objectives Assist in the production of monthly, quarterly, and ad hoc reporting, ensuring accuracy, relevance, and strategic value for both internal and external audiences
  • Review and refine quarterly manager commentaries and semi-annual MRFP commentaries for sub-advised strategies
  • Assist in producing in-depth research reports and presenting research findings to other members of the team
  • Provide actionable insights and recommendations to senior leadership based on manager performance and market conditions

Requirements

  • University Degree in Business, science, math or any quantitative fields.
  • CFA charter holder
  • Any additional finance related professional designation is an asset (CAIA, CPA, etc.)
  • Master’s degree in business, finance or one that utilizes statistical models (Economics, Math, etc.) is an asset
  • 8-10 years’ overall work investment industry work experience in asset management, wealth management or investment consulting
  • 5-10 years’ experience related to external manager research, oversight and evaluation
  • Proven track record of evaluating and managing relationships with external investment managers
  • Advanced skills or has the ability to very quickly learn analytical tools such as eVestment, Morningstar Direct, Bloomberg, Refinitiv and Factset
  • Fluent communication skills (oral and written) in English are required and bilingual skills in French are an Asset
  • Experience in researching global institutional investment strategies and making actionable recommendations
  • Strong understanding of wealth management platforms, investment products, and portfolio construction
  • Experience working with large amounts of data or quantitative investment techniques is an asset
  • Ability to work independently but also interactively within a team-oriented environment
  • Advanced proficiency in Excel and MS Office, with strong data analysis and presentation capabilities

Benefits

  • Competitive compensation package that rewards and recognizes individual contributions
  • Excellent health, dental and insurance benefits to meet the diverse needs of our employees
  • Generous vacation time, fitness benefit, parental leave top-up options
  • Matching contributions to our retirement program
  • Commitment to the continuous improvement of our staff through learning & development and an education assistance program
  • Regular social events to foster teamwork

Job title

Senior Analyst, MAP Investment Research – Oversight

Job type

Experience level

Senior

Salary

CA$115,000 - CA$135,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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