Senior Investment Analyst - Jobs in Burlington

Job Description

Senior Investment AnalystOverview:We are looking for an experienced Senior Investment Analyst to manage our Product Shelf. This role is part of the Product and Portfolio Management Department, and reports to the Chief Administrative Officer. This person will assist senior management in our CIRO-regulated firm with the ongoing monitoring and selection of investment products offered by our Advisors. The Senior Investment Analyst will also be responsible for producing quarterly market commentaries.Essential Functions:

• Develop Policiesamp; Procedures, as well as standards associated with the supervision and maintenance of the firm’s Product Shelf.
• Conduct detailed review and analysis of products for consideration by Mandeville’s Product Review Committee.
• Collect and analyze company and fund data from a variety of sources (annual reports, press releases, broker reports and other company documents) in order to monitor current holdings and to identify possible new investments for Mandeville’s Separately Managed Accounts programs.
• Co-author newsletters, briefs and fund reports, and various other marketing materials.
• Assist Advisors through client presentations and other business development activities.
• Meet (virtually) with Mandeville Advisors across Canada in order to explain products and train Advisors on product placement in portfolios, ensuring compliance with their “Know Your Product” obligations.
• Respond to questions from Advisors regarding investment philosophy and other public information regarding Mandeville Separately Managed Accounts and the Product Shelf.
• Work with Compliance to assess the risk and suitability of products, especially with regard to the CIRO Rules and the Client Focused Reforms.

Competencies:

• Achievement Orientation – A concern for working well or for surpassing a standard of excellence.
• Analytical Thinking - Understanding a situation, issue, problem, etc. by breaking it into smaller pieces.
• Business Acumen - The ability to understand the business implications of decisions and the ability to strive to improve organizational performance.
• Commitment to Continuous Learning - Taking action to continuously learn in order to improve individual professionalism and effectiveness within the organisation.
• Expertise -The ability and motivation to expand and use technical knowledge or to distribute work-related knowledge to others.
• Information Seeking - Driven by an underlying curiosity and desire to know more about things, people, or issues.
• Teamwork and Cooperation - Works cooperatively with others, to be part of a team, to work together, as opposed to working separately or competitively.
• Communication - Outstanding written and oral capabilities.

Education:

• Bachelor’s Degree/College Diploma in Finance or other relevant field preferred.
• CIRO registration desired.
• Chartered Financial Analyst / Chartered Investment Manager required.
• Relevant CIRO experience required.
• Bilingual – not essential but valued.

Work Experience:

• 3+ years of previous analytical or related experience required.
• Review of Offering Documents and risk rating of securities.
• Work within a CIRO environment and familiarity with CIRO Compliance requirements.

Reporting to: Chief Administrative OfficerWe thank all applicants in advance, however, only those individuals selected for an interview will be contacted.At Mandeville, we support diversity and equity. 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, physical or mental disability. We respect the dignity and independence of persons with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions. If contacted for an interview, please inform us should any accommodation be required.