This position is listed on behalf of a partner company, which manages all applications and next steps. Our partner is looking for a Senior Analyst, Investment Research based in Canada.
The Senior Analyst, Investment Research will play an important role in maintaining the accuracy, reliability, and efficiency of investment operations across managed portfolios. Working at the intersection of investment research, portfolio management, trading, and technology, this position focuses on reviewing algorithm-generated trades and identifying potential issues before execution. You will monitor managed accounts, investigate anomalies, and help resolve operational bottlenecks to ensure smooth and accurate trading workflows. Collaborating closely with trading desks, investment operations, and product teams, you will contribute to improving portfolio tracking and strengthening investment processes. This opportunity is ideal for an analytical, detail-oriented professional who enjoys solving problems in a fast-paced financial technology environment. As part of a data-driven investment team, you will help enhance investment products and deliver reliable financial solutions to clients across Canada.
Accountabilities:
- 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.
- Monitor trade activity and investigate unusual orders, discrepancies, and potential operational risks, ensuring issues are addressed promptly and accurately.
- Perform systematic reviews of managed accounts to identify operational bottlenecks, workflow inefficiencies, and recurring trading or portfolio management issues.
- Execute daily portfolio management and trading support activities using a disciplined, process-oriented approach that prioritizes accuracy, consistency, and operational efficiency.
- Collaborate with internal trading desks and investment operations teams to coordinate trade execution, resolve operational challenges, and maintain reliable investment workflows.
- Partner with product and engineering teams to improve trading processes, strengthen portfolio monitoring capabilities, and identify opportunities for automation and system enhancements.
- Analyze operational data and trading patterns to identify recurring issues, assess potential risks, and recommend practical process improvements.
- Communicate operational risks, trade discrepancies, and emerging issues clearly to relevant stakeholders, supporting timely investigation and resolution.
- Contribute to the continuous improvement of portfolio operations by documenting workflows, identifying friction points, and supporting the implementation of more efficient processes.
- Maintain a strong understanding of managed portfolio activity and operational controls to support accurate execution and consistent client outcomes.
Requirements:
- 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.
- Strong analytical thinking and quantitative problem-solving skills, with the ability to interpret trading information, identify anomalies, and investigate discrepancies.
- Exceptional attention to detail and a disciplined approach to reviewing financial transactions, monitoring portfolios, and following established operational procedures.
- Understanding of investment operations, portfolio management, trading workflows, or financial markets, with a willingness to deepen technical and investment knowledge.
- Ability to recognize operational risks, assess potential impacts, and communicate issues clearly and effectively to relevant stakeholders.
- Strong written and verbal communication skills, with the ability to collaborate across investment, trading, operations, product, and engineering teams.
- A proactive and process-oriented mindset, with the ability to identify inefficiencies, recommend improvements, and contribute to reliable day-to-day operations.
- Strong organizational skills and the ability to manage recurring responsibilities while responding effectively to unexpected issues and competing priorities.
- Curiosity, adaptability, and a commitment to continuous learning in a rapidly evolving financial technology environment.
- Comfort working with data-driven processes and technology-enabled investment workflows, with an interest in improving operational efficiency and the quality of investment products.
Benefits:
- Competitive base salary: 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.
- Equity compensation: Eligible permanent employees receive equity as part of their total compensation package.
- Health and insurance coverage: Comprehensive health benefits and life insurance.
- Retirement and savings: Access to long-term group savings plans with employer matching through an employee financial services program.
- Generous paid time off: 20 vacation days and four wellness days annually.
- Sick and mental health leave: Unlimited sick days and mental health days, subject to role-specific eligibility.
- Remote work flexibility: Opportunities to work remotely within Canada, with a program allowing eligible employees to work outside Canada for up to 90 days per year.
- Collaborative environment: Work alongside talented, curious, and motivated professionals across investment, product, and technology teams.
- Professional development: Opportunities to strengthen investment operations expertise, analytical capabilities, and knowledge of modern financial technology.
- Technology and innovation: Exposure to data-driven investment processes, automation, AI-enabled tools, and continuous product improvement.
- Inclusive workplace: Employee resource groups and a culture that values diversity, belonging, and collaboration.
- Accessible recruitment: Accommodations are available throughout the hiring process to support candidates with accessibility needs.
How Jobgether works:
We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.
We appreciate your interest and wish you the best!
Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.
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