Analyst, Investment Solutions Performance

at  Desjardins

Montréal, QC, Canada -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate18 Jan, 2025Not Specified19 Oct, 20244 year(s) or aboveCommunication Skills,Mutual Funds,Manufacturing,National Accounts,Model Portfolios,Product Specialists,Performance Management,CollaborationNoNo
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Description:

As an Analyst, Investment Solutions Performance, you will contribute to multiple analysis on products such as mutual funds, exchange-traded funds and model portfolios offered by Desjardins Group to its members and clients, focusing on commercial performance in relation to the Canadian industry. Your role is to support the product specialists and act as first-line of support to the business development teams. To do so, you have specific knowledge of the mutual fund and exchange-traded fund industries, as well as products and you are recognized for your ability to manage complexity. You have a keen eye for detail and want to improve your communication skills and fund performance analysis skills and have an interest to eventually become a product specialist. More specifically, you will be required to:

  • Create and update performance reports, product presentations, competitive intelligence, and other product-related documentation
  • Participate and support product specialists in monitoring the commercial performance of solutions, and share findings on the performance of solutions and those of competing solutions
  • Update solutions comparison universes on a regular basis in accordance
  • with the procedure recommended for selecting and maintaining them
  • Work in collaboration with the business development team and national accounts by representing manufacturing to respond to any information request from internal and external network representatives
  • Provide support to organizational units and various stakeholders on certain aspects of investment solutions performance management
  • Participate in the preparation and proposal of action plans likely to encourage the correction of situations encountered, in accordance with generally recognized guidelines and rules in terms of performance management.

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What we offer*

  • Competitive salary and annual bonus
  • 4 weeks of flexible vacation starting in the first year
  • Defined benefit pension plan that provides predictable, stable income throughout retirement
  • Group insurance including telemedicine
  • Reimbursement of health and wellness expenses and telework equipment
  • Benefits apply based on eligibility criteria.

What you bring to the table

  • Bachelor’s degree in a related field
  • A minimum of four years of relevant experience
  • Please note that other combinations of qualifications and relevant experience may be considered
  • Knowledge of French is required
  • Intermediate advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients
  • Knowledge of mutual funds, exchange-traded funds and investment solution products

Business insight, Complexity

LI-Hybrid

Trade Union
Non-unionized
At Desjardins, we believe in equity, diversity and inclusion. We’re committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.
If there’s something we can do to help make the recruitment process or the job you’re applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!
Job Family
General finance and accounting (FG)
Unposting Date
2024-10-2

Responsibilities:

  • Create and update performance reports, product presentations, competitive intelligence, and other product-related documentation
  • Participate and support product specialists in monitoring the commercial performance of solutions, and share findings on the performance of solutions and those of competing solutions
  • Update solutions comparison universes on a regular basis in accordance
  • with the procedure recommended for selecting and maintaining them
  • Work in collaboration with the business development team and national accounts by representing manufacturing to respond to any information request from internal and external network representatives
  • Provide support to organizational units and various stakeholders on certain aspects of investment solutions performance management
  • Participate in the preparation and proposal of action plans likely to encourage the correction of situations encountered, in accordance with generally recognized guidelines and rules in terms of performance management


REQUIREMENT SUMMARY

Min:4.0Max:9.0 year(s)

Financial Services

Accounts / Finance / Tax / CS / Audit

Finance

Graduate

Proficient

1

Montréal, QC, Canada