Senior Analyst, Investment Research

<h3>Accountabilities:</h3><li>Conduct daily reviews of algorithm-generated trade orders across managed investment portfolios to verify accuracy, identify anomalies, and resolve irregularities before orders are submitted to the trading desk.</li><li>Monitor trade activity and investigate unusual orders, discrepancies, and potential operational risks, ensuring issues are addressed promptly and accurately.</li><li>Perform systematic reviews of managed accounts to identify operational bottlenecks, workflow inefficiencies, and recurring trading or portfolio management issues.</li><li>Execute daily portfolio management and trading support activities using a disciplined, process-oriented approach that prioritizes accuracy, consistency, and operational efficiency.</li><li>Collaborate with internal trading desks and investment operations teams to coordinate trade execution, resolve operational challenges, and maintain reliable investment workflows.</li><li>Partner with product and engineering teams to improve trading processes, strengthen portfolio monitoring capabilities, and identify opportunities for automation and system enhancements.</li><li>Analyze operational data and trading patterns to identify recurring issues, assess potential risks, and recommend practical process improvements.</li><li>Communicate operational risks, trade discrepancies, and emerging issues clearly to relevant stakeholders, supporting timely investigation and resolution.</li><li>Contribute to the continuous improvement of portfolio operations by documenting workflows, identifying friction points, and supporting the implementation of more efficient processes.</li><li>Maintain a strong understanding of managed portfolio activity and operational controls to support accurate execution and consistent client outcomes.</li><h2>Requirements:</h2><li>One to two years of professional experience in portfolio operations, trade execution, financial analysis, or a related function within a financial institution or financial technology environment.</li><li>Strong analytical thinking and quantitative problem-solving skills, with the ability to interpret trading information, identify anomalies, and investigate discrepancies.</li><li>Exceptional attention to detail and a disciplined approach to reviewing financial transactions, monitoring portfolios, and following established operational procedures.</li><li>Understanding of investment operations, portfolio management, trading workflows, or financial markets, with a willingness to deepen technical and investment knowledge.</li><li>Ability to recognize operational risks, assess potential impacts, and communicate issues clearly and effectively to relevant stakeholders.</li><li>Strong written and verbal communication skills, with the ability to collaborate across investment, trading, operations, product, and engineering teams.</li><li>A proactive and process-oriented mindset, with the ability to identify inefficiencies, recommend improvements, and contribute to reliable day-to-day operations.</li><li>Strong organizational skills and the ability to manage recurring responsibilities while responding effectively to unexpected issues and competing priorities.</li><li>Curiosity, adaptability, and a commitment to continuous learning in a rapidly evolving financial technology environment.</li><li>Comfort working with data-driven processes and technology-enabled investment workflows, with an interest in improving operational efficiency and the quality of investment products.</li><h2>Benefits:</h2><li>
<strong>Competitive base salary:</strong>Annual compensation ranging from CAD $123,200 to $154,000, depending on skills, experience, and role level. Exceptional candidates may be considered above the stated range.</li><li>
<strong>Equity compensation:</strong>Eligible permanent employees receive equity as part of their total compensation package.</li><li>
<strong>Health and insurance coverage:</strong>Comprehensive health benefits and life insurance.</li><li>
<strong>Retirement and savings:</strong>Access to long-term group savings plans with employer matching through an employee financial services program.</li><li>
<strong>Generous paid time off:</strong>20 vacation days and four wellness days annually.</li><li>
<strong>Sick and mental health leave:</strong>Unlimited sick days and mental health days, subject to role-specific eligibility.</li><li>
<strong>Remote work flexibility:</strong>Opportunities to work remotely within Canada, with a program allowing eligible employees to work outside Canada for up to 90 days per year.</li><li>
<strong>Collaborative environment:</strong>Work alongside talented, curious, and motivated professionals across investment, product, and technology teams.</li><li>
<strong>Professional development:</strong>Opportunities to strengthen investment operations expertise, analytical capabilities, and knowledge of modern financial technology.</li><li>
<strong>Technology and innovation:</strong>Exposure to data-driven investment processes, automation, AI-enabled tools, and continuous product improvement.</li><li>
<strong>Inclusive workplace:</strong>Employee resource groups and a culture that values diversity, belonging, and collaboration.</li><li>
<strong>Accessible recruitment:</strong>Accommodations are available throughout the hiring process to support candidates with accessibility needs.</li>