About the roleWe are actively seeking a highly motivated, detail-oriented, and ambitious individual to join our dynamic Product team in a full-time capacity as an Analyst, Investment Research and Solutions. This role is situated within the Investment Manager Research segment, offering an exceptional foundation for a recent graduate or early-career professional looking to build a career in investment management research and analytics.
The ideal candidate will bring experience in financial services or investment management. This position requires a solid foundational understanding of investment products, market research methodologies, and quantitative analysis.
This position offers a strong growth opportunity to support the execution, ongoing maintenance, and data administration of our proprietary research tools and platforms. The successful candidate will be responsible for supporting quantitative data collection, peer performance attribution, and research reporting to directly assist our investment advisory and portfolio management teams. The role encompasses analytical support for strategic research projects and competitive intelligence in a collaborative environment.
This role works in close partnership with the Senior Manager, Investment Research and Solutions, taking day-to-day functional direction to ensure operational execution and research deliverables are aligned with the team's broader strategic initiatives.
AccountabilitiesThe Analyst, Investment Research and Solutions will contribute across a range of core research, reporting, and analytical functions. Key responsibilities include:
- Manager Due Diligence & Monitoring Support: Assist in conducting research, quantitative screening, qualitative evaluation, and ongoing monitoring of external investment managers and sub-advisors. Prepare initial due diligence summaries and attribution materials for review.
- Product Intelligence & Positioning: Support the development of product positioning, key messaging, and presentation content based on market research and peer group analysis.
- Analytical Support & Reporting: Maintain investment databases, build recurring reporting suites, and conduct quantitative analysis to support investment committee decisions and product development efforts.
- Product Solutions Initiatives/ Projects: Provide analytical support and research input for strategic product initiatives, ensuring alignment with the firm's investment strategy. Assist with ongoing maintenance, content updates, and operational support as required.
Skills, experience & requirements- Bachelor's degree in Finance, Economics, Business, or a related field; 1-2 years of professional experience (relevant co-op or internship experience will be considered).
- Foundational knowledge of investment manager due diligence, portfolio analysis, and market metrics.
- Strong analytical and quantitative skills, with working knowledge of investment research tools (e.g., Morningstar, Bloomberg, or eVestment) and advanced Excel proficiency.
- Excellent written and verbal communication skills with strong attention to detail.
- Excellent written and verbal communication skills, particularly in developing clear and compelling product positioning and documentation.
- CFA Level 1 candidate or interest in pursuing the CFA designation preferred.
- Ability to manage multiple complex projects simultaneously and meet tight deadlines.
Salary RangePlease note the Base Salary Range for this position is: $73,680 - $101,310 annually, The Market Reference rate is: $92,100 annually.
**Placement within the range is dependent upon an evaluation of the candidate's experience, education, and specialized skills.**
Don't meet all the requirements on the list?A resume only goes so far in expressing who you are and the unique perspectives you bring. If you believe your skills and experience align with the role-but you might not check all the boxes-we want to hear from you. We encourage candidates from all work backgrounds, equity-seeking communities and experience levels to apply. If you're seeking a career where your drive, perspective and growth are celebrated, we want to hear from you.
We're dedicated to building a workforce reflective of those within our communities, and a culture where our team members are equipped with what they need to succeed-their way. Part of creating an inclusive workplace is recognizing our role in advancing Truth and Reconciliation. We are committed to meeting and exceeding the standards set out in the Partnership Accreditation in Indigenous Relations program created by the Canadian Council for Aboriginal Business.
What happens next?If you are shortlisted, you'll hear from us after the posting closes. Check out our How We Hire page to learn more about our hiring process. If you need any accommodations throughout this process, please let us know at [redacted]
Stay in touchWe're excited that you're interested in a career with ATB. Follow us on LinkedIn, Facebook and Instagram to learn more about what our team is up to.
