Associate Director, North American Investment Manager Research
Core
Provides high-quality sales and service to Investment Advisors and Investment Counsellors, delivering technical expertise in investment management and administration to ensure compliance and exceptional client experiences.
Role type
Associate Director, Investment Manager Research (Sales & Service)
Builds
Diversified portfolios using mutual funds, ETFs, and separately managed accounts; quarterly reporting materials; strategic plans; operational programs.
Domain
Wealth Management / Investment Management / Financial Services
Required skills
Portfolio management principles, asset mix determination, equity and fixed income markets, mutual fund structures, tax-related investment issues, regulatory environment knowledge, investment management software proficiency, data analysis, strategic planning, risk management framework application.
Preferred skills
MBA, Finance certification, CFA designation.
Technologies
Investment management software, Fundserv, Architect, BPIC committee tools.
Responsibilities
Develop investment proposals and diversified portfolios; produce quarterly reporting on manager attribution; evaluate investment markets and manager performance; consult portfolio and relationship managers on optimal portfolios; support Fund Strategy and note approval inboxes; design and produce regular/ad-hoc reports and dashboards; lead communication plans for behavior change; monitor investment manager performance and address issues; ensure compliance with risk and regulatory policies.
Seniority
Mid-Senior Level (5-7 years experience), hands-on IC with strategic input.