Product Analyst Job Vancouver area,BC Canada,Finance & Banking

Aviso:

At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at

The Opportunity:

We’re looking to fill an opening for a Product Analyst to join our Asset Management Investment team.

Reporting to the Director, Product Research & Portfolio Manager, the Product Analyst is responsible for supporting investment management solutions and maintaining the product shelf for Aviso.

The role will participate in due diligence research of investment products for eligibility in the platform and communicating product decisions to service internal stakeholders and external investment professionals. Investment research and analytical skills will be utilized in supporting inhouse investment portfolios and product recommendations.

Who you are:

Service – You put your clients’ needs first. You advocate service excellence, and work to deliver client-centric solutions, and proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner

Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes

Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization

What your day looks like:

Evaluate product requests from clients and perform due diligence with fund companies on products to ensure compliance with Aviso’s Due Diligence program and KYP requirements, while mitigating organizational risk

Manage the Product Review inbox, providing timely decisions to internal and external stakeholders

As secretary of the internal Product Review Committee meetings

Analyze product shelf and prepare relevant reports

Collaborate with internal stakeholders and third-party fund companies to meet compliance and operational requirements

Develop and maintain investment reports, marketing materials, investment fact sheets and performance data for proprietary products

Conduct research on dealer product solutions, such as the analysis and reporting of ETF model portfolios, recommended mutual fund list and alternative products

Analyze and compare product performance against competitors, offering recommendations for reviews and opportunities

Provide support to Advisors on proprietary investment solutions

Project coordination of departmental product enhancements and initiatives aligned to evolving priorities as assigned

Requirements

Your experience and skills:

Degree from a post-secondary institution with education in Business Administration, Finance, Economics or related fields

Completion of a minimum CFA Level 1, with a commitment to pursuing the CFA charter within 5 years

3-5 years’ experience in the investment industry, with demonstrated expertise in investment concepts, analytics, portfolio theory and/or investment administration and sales

Experience in conducting product research and portfolio reporting.

Experience with Morningstar Direct, Refinitiv and Python is advantageous

Intermediary level MS Office Suite (emphasis on Excel and PowerPoint)

Excellent written and verbal communication/presentation skills

Fluent communication skills in English are required and bilingual skills in French are an asset

Self-motivated, strong attention to detail, and able to operate in a…


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