Product Manager

Location:

Toronto, Ontario (On-site)

Language:
Excellent written and verbal communication skills in English

Background Check Requirement:
Successful completion of all required background and reference checks

Our client, a respected investment management firm, is seeking a Product Manager to join its Investment Analytics team. This is an exciting opportunity for a finance professional who combines strong analytical capabilities with exceptional communication skills and enjoys translating complex investment concepts into compelling, client-focused content.

In this role, you'll collaborate closely with investment professionals and relationship management teams to develop insightful portfolio communications, performance reporting, and investment commentary. If you're passionate about capital markets, enjoy working with data, and thrive in a collaborative, high-performing environment, this role offers the opportunity to make a meaningful impact while continuing to grow your investment expertise.

• Join a collaborative, entrepreneurial team that values curiosity, ownership, and continuous learning.
• Gain direct exposure to experienced investment professionals and portfolio managers.
• Contribute to meaningful investment communications that influence both internal and external stakeholders.
• Work in an environment that encourages innovation, collaboration, and professional development.
• Access a competitive total rewards package, including bonus eligibility, equity participation, RRSP contributions, comprehensive health and dental benefits, and an on-site fitness facility.

• You'll develop investment commentary, portfolio analysis, and performance reporting that clearly communicates portfolio positioning and investment strategy.
• You'll partner closely with investment and relationship management teams to create presentations, reports, website content, and other client-facing communications.
• You'll analyze portfolio performance, market trends, and investment opportunities to support timely and accurate communications.
• You'll prepare recurring reporting for internal stakeholders while ensuring accuracy and attention to detail.
• You'll leverage data visualization tools to present complex investment information in a clear and engaging format.
• You'll continuously seek opportunities to improve reporting processes, communication materials, and analytical outputs.

• 5+ years of experience within the investment management, asset management, or financial services industry.
• Experience using investment platforms such as Fact Set, Bloomberg, or Morningstar Direct.
• Strong understanding of investment performance measurement and portfolio analytics.
• Advanced proficiency in Microsoft Excel. Experience with SQL, VBA, or Power BI is considered an asset.
• Exceptional written communication skills with the ability to translate complex financial concepts into clear, engaging content.
• Highly analytical with outstanding attention to detail and strong organizational skills.
• CFA, CIPM, or CIM designation, or active pursuit of one, is considered an asset.

"We're looking for someone who's naturally curious, enjoys asking thoughtful questions, and can translate complex investment ideas into clear, meaningful insights. If you enjoy collaborating with others and want to contribute to a team that values quality, ownership, and continuous learning, we'd love to meet you."

We appreciate the time and effort all applicants invest in their submissions. Please note that only candidates shortlisted for this role will be contacted directly. However, your profile will remain under consideration for future opportunities that align with your experience and career goals. All qualified applicants will receive fair consideration for employment.

We welcome individuals of all backgrounds, experiences, and identities including those who identify as women, members of racialized groups, Indigenous Peoples, persons with disabilities, and 2

SLGBTQIA+ communities.

If you require an accommodation, please review our accessibility policy and reach out to our accessibility officer with any questions. Our human recruiters review all applications and always make the final hiring decision. On occasion, we also use AI-assisted tools to help review applications.