Investment Analyst/Associate Portfolio Manager supporting trading, research, and portfolio management for iA Private Wealth. Conducting analysis and providing operational support in a fast - paced environment.
About the role
- Senior Manager of Intelligence & Insights driving analytics and client feedback for business growth. Leading a team and partnering across functions to inform strategic decisions and operational efficiency.
Responsibilities
- Lead and mentor a team of intelligence and insights professionals, fostering collaboration and professional growth
- Oversee the integration of competitive intelligence, client feedback, and analytics to deliver actionable insights that inform strategic decisions
- Partner with internal stakeholders across functions to identify key intelligence needs and priorities, including but not limited to marketing (communications, client strategy, business development), finance, client leads and teams, and others as needed
- Provide recommendations related to business development and firm operational efficiency
- Ensure research and insights activities demonstrate clear business impact and ROI
- Develop frameworks and processes for gathering, synthesizing, and communicating insights to both internal and external stakeholders
- Drive a culture of curiosity, rigorous analysis, and storytelling with data
- Champion initiatives to build new tools, dashboards, and reporting capabilities to support decision-making
- Perform other duties, as assigned
Requirements
- 7+ years of experience across competitive intelligence, market research, and analytics, or related fields
- 3+ years of experience leading a multi-disciplinary team
- Experience measuring and communicating the ROI of research and intelligence efforts
- Strong analytical skills, with the ability to translate complex data into actionable insights; familiarity with data visualization tools
- Excellent communication and storytelling skills; able to present insights clearly to diverse audiences
- Comfortable designing processes, frameworks, and tools from the ground up
- Collaborative mindset, able to work effectively with cross-functional stakeholders
- Proven ability to prioritize high-value initiatives and identify the most important insights for business impact
Benefits
- great health insurance
- tuition reimbursement
- paid sabbaticals
- annual discretionary bonus
- 401(k) plan
- medical, dental, and vision insurance
- accrued paid time off plan starting at 20 days annually
- personal medical and parental leave
- up to 10 paid holidays
- family care benefits
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