Investment Analyst/Associate Portfolio Manager – PM program and Managed Program Trading
Role Summary
The Associate Portfolio Manager / Analyst will support multi‑asset trading, research, and portfolio management, executing trades, analyzing securities and alternative strategies, reviewing OMs, and contributing to portfolio construction, rebalancing, and performance/risk analysis. The role also works within the PM Program to support and evaluate iAPW’s Portfolio Managers and APMs, providing high‑quality analytical insights and operational support across mandates.
Main Duties & Responsibilities
PM POOLS
Assist the Portfolio Manager in trading activity: movements/net cash flows (redemptions and contributions, distributions, if any). Trade execution for PM pools, legacy SMA models.
Conduct security research and evaluate managers/strategies.
Review Offering Memorandums and assess alternative strategies’ structure, risks, and return drivers.
Multi‑asset portfolio construction, rebalancing, and implementing from PM directives.
Conduct performance attribution, risk metrics analysis, and portfolio diagnostics.
Provide trade execution, order management, and maintaining accurate portfolio positioning.
Produce clear, concise investment reports, analytics, and recommendations for PMs.
Lead the development, review, and documentation of PM Pool KYP assessments in alignment with program standards.
PM Program
Respond to daily inquires from advisors.
Assist the Portfolio Manager with ad‑hoc data pulls, quick-turn analyses, presentation materials. Prepare, proof, and format documents, briefs, and presentations. Draft emails, circulate updates, and drive stakeholder follow‑ups to closure. Draft and distribute concise updates, meeting notes, and action summaries.
Coordinate the Managed Account Committee agenda, applications and overall PM onboarding process.
Manage the monthly PM supervision fee billing process by providing invoicing data to the Programs and Platforms Manager.
Supervision of the firm’s APMs.
Assess and report on the firm’s Portfolio Managers’ performance, including evaluation of returns, risk profiles, consistency of process, and adherence to mandate expectations.
Education & Qualifications
Currently registered as Associate Portfolio Manager or Portfolio Manager with a securities regulator.
Very strong investment acumen and understanding of portfolio construction principles.
Experience in portfolio allocation, portfolio rebalancing, trade execution and reconciliation.
Good knowledge of alternative investments (real estate, private equity, private debt, etc.).
Strong understanding of the Canadian full-service wealth management space.
Undergraduate or graduate degree in finance or related fields.
CFA or CIM designation.
Must be fluent in English and French to communicate with advisors across the country.
Strong technical skills in Excel, Bloomberg/FactSet (or equivalents), and portfolio analytics tools.
Excellent communication, attention to detail, and ability to operate in a fast‑paced PM environment.
Experience
Minimum of five years of experience in the Canadian wealth or asset management industries.
Specific Skills & Abilities
Potentially minor travel.
Specificities
Occasional Travel for Business Meetings.
Hybrid working.
The base salary for this role is between $110,000 - $120,000 annually.
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Build the future with us
Are you driven by financial analysis, risk management and investment optimization, and would you like to contribute to the purpose of a company that strives to ensure its clients feel confident and secure about their future? As a Senior Actuarial Advisor specializing in investments, you will play a key role in asset‑liability management (ALM), investment performance analysis, risk management and financial projections, working closely with the Investments, Finance and Business Services teams. This position represents a great opportunity to showcase your skills and fully leverage your potential within a dynamic team at the heart of one of Canada’s largest asset managers. You will also be called upon to contribute to the evolution of tools and processes to improve the efficiency, reliability and quality of analyses provided to senior management, in a supportive environment where people, collaboration and innovation are top priorities.
What you’ll accomplish with us
As a Senior Actuarial Advisor, you will be at the core of our mission. The main responsibilities include:
Actuarial and financial analysis – Investments
Conduct analyses related to asset‑liability management (ALM), portfolio performance and risk management.
Assess the impact of investment strategies on liabilities, capital and financial results.
Develop and monitor performance and risk indicators tailored to management’s needs.
Financial projections and modeling
Develop and monitor performance and risk indicators tailored to management’s needs.
the budgeting process,
the financial health review,
the capital ratio,
financial analyses presented to management and partners.
Tools, data and automation
Use analytical tools, including Python, to automate and strengthen certain actuarial and financial analyses.
Contribute to the development and enhancement of monitoring dashboards (e.g., Power BI) for internal partners and senior management.
Participate in the continuous improvement of data quality, consistency and traceability.
Collaboration and communication
Act as a point of contact between teams responsible for calculating actuarial liabilities and investment managers.
Simplify complex analyses and present results to senior management.
Recommend actions to improve performance and risk management.
Contribute to the preparation of communications related to financial results and external disclosure.
Cross‑functional projects and initiatives
Participate in various special projects within the Investments sector, including:
the transition to new accounting standards,
the improvement and integration of processes,
the optimization of analytical practices.
What could accelerate your success in this role
Is recognized for excellent analytical and problem‑solving skills, rigor, autonomy, strong priority management, collaborative mindset and results orientation.
Stands out for the ability to understand, structure and clearly communicate complex actuarial, financial and investment issues to various stakeholders, including senior management.
Demonstrates strong expertise in investments and asset‑liability management (ALM), as well as a solid understanding of capital, risk and financial performance issues.
Is recognized for expertise in actuarial and financial analysis, including the use of analytical and modeling tools, with knowledge of Python and Power BI (important asset) and Axis (asset).
Holds a bachelor’s degree in Actuarial Science and has a minimum of 5 to 10 years of relevant experience, including an investment profile.
Holds the FCIA and/or FSA designation (important asset), as well as a CFA profile or equivalent investment experience (asset).
Has an advanced level of proficiency in French and English, as the role requires daily use of both languages, including presenting analyses and financial results in English to internal teams, partners and members of senior management.
Why you’ll love working with us
A work environment where learning and development merge with a collective pursuit of excellence.
A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed.
The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces.
Competitive benefits: Flexible group insurance, competitive pension plan, stock purchase plan, vacation and wellness/personal development days, telemedicine, employee and family assistance program, ergonomic furniture program, performance bonus, discounts on iA products, and much more!
Apply now and get ahead of your career, where your talent really belongs!
Still unsure about applying?
At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply – your place might be with us, and we want to get to know you!
The typical hiring range for this position is between $110 000 and $160 000 CAD per year; the base salary offered may vary depending on knowledge, skills, years of experience, and internal equity related to the role. At iA, we are committed to offering a fair, equitable, and market-based compensation structure. Our market data is updated annually to reflect the most current market conditions.
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A leading financial services company in Quebec seeks a Senior Actuarial Advisor to contribute to investment analysis and asset-liability management. This role requires strong analytical, problem-solving, and collaboration skills, along with proficiency in Python and Power BI. Responsibilities include conducting financial projections, developing performance indicators, and simplifying complex analyses for senior management. The position offers competitive benefits, a hybrid work environment, and a salary range of CAD 110,000 to CAD 160,000 per year. #J-18808-Ljbffr
What you will accomplish with us
The incumbent plays a key role in the strategic and integrated management of general fund portfolios, primarily from an asset-liability perspective.
Ensure the overall management of general fund portfolios from an asset-liability perspective, taking into account return objectives, regulatory constraints, and liability characteristics.
Act as the central point of integration between the various asset classes, working closely with the specialized teams responsible for day-to-day management (fixed income, equities, credit, etc.).
Analyze and interpret complex financial concepts and translate them into clear messages tailored to different audiences, including senior management, investment committees, and internal partners.
Participate in the development, implementation, and evolution of general fund investment strategies, drawing on quantitative analyses, market scenarios, and a thorough understanding of the realities of an insurance company.
Monitor economic and financial trends and assess their impact on the overall portfolio, particularly in terms of asset-liability matching and risk management.
Work closely with business lines to develop new products and initiatives.
Work in partnership with the actuarial, risk management, accounting, tax, and legal teams to ensure integrated, consistent management that is well aligned with the organization's overall objectives.
What could accelerate your success in this position
Bachelor's degree in finance, accounting, actuarial science, economics, or other related disciplines.
CFA charterholder or equivalent.
Graduate degree an asset.
Minimum 15 years of relevant experience in financial markets.
Experience in traditional portfolio management (fixed income) considered a significant asset, particularly for understanding market dynamics.
Willingness to take on a global, cross-functional, and strategic management role.
Knowledge of asset-liability management and the use of derivatives.
Excellent communication skills and presentation skills.
Autonomy, service mindset, and desire to excel.
Ability to thrive in an environment where performance is the result of collective, integrated, and collaborative management.
Advanced knowledge of French, as the person will be required to communicate, report, or give oral presentations 90% of the time to both internal and external partners on a weekly basis.
Why you'll love working with us
A work environment where learning and development merge with a collective pursuit of excellence.
A healthy, safe, equitable, and inclusive environment where potential can be freely expressed and developed.
The opportunity to work in a hybrid work environment, supported by flexibility and access to inspiring and innovative workspaces.
Competitive benefits: Flexible group insurance, competitive pension plan, stock purchase plan, vacation and wellness and personal development days, telemedicine, employee and family assistance program, ergonomic furniture program, performance bonuses, discounts on iA products, and more!
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Enhance your skills as an Associate Portfolio Manager, driving multi-asset trading and strategic analysis in a flexible hybrid work environment. Utilize your expertise to support portfolio management and trade execution.
You will work closely with Portfolio Managers to assist in trading activities and evaluate various investment strategies. This role demands analytical prowess in performance attribution and risk metrics analysis, while also requiring precise communication skills for advisor interactions. Your contributions are key in ensuring accurate portfolio rebalancing and construction.
Key Responsibilities:
• Support trading and cash flow management activities
• Review Offering Memorandums and investment structures
• Contribute to multi-asset portfolio diagnostics
• Facilitate documentation and presentation preparation
• Manage onboarding and supervision of APMs
Requirements:
• At least 5 years in wealth or asset management
• CFA or CIM designation is an asset
• Knowledge of portfolio construction practices
• Strong technical skills in portfolio analytics
• Bilingual in English and French for advisor communication
Seize this opportunity to apply your investment expertise and improve portfolio outcomes on a dynamic team.
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A financial services company in Toronto is seeking an Investment Analyst/Associate Portfolio Manager to support multi-asset trading and portfolio management. This role involves conducting security analysis, trade execution, and developing investment reports. Ideal candidates have strong investment acumen, experience in portfolio management, and must be fluent in both English and French. The position offers a salary between $110,000 - $120,000 annually and a hybrid working model. #J-18808-Ljbffr
Drive impactful financial decision-making as a Senior Actuarial Advisor focused on investments. Engage in asset-liability management, performance analysis, and robust risk management strategies in a flexible work environment.
Your role encompasses vital financial modeling and analysis aimed at optimizing investment strategies and improving overall performance. Collaborate cross-functionally, develop new tools, and present insightful analyses that inform senior management about financial outcomes. This is your opportunity to make a measurable impact while being part of a dynamic team.
Key Responsibilities:
• Analyze asset-liability management and risks
• Develop key financial projections and indicators
• Automate financial analyses with Python
• Communicate complex findings to stakeholders
• Engage in various investment improvement projects
Requirements:
• 5–10 years of experience in actuarial roles
• Bachelor’s degree in Actuarial Science required
• FCIA and/or FSA designation preferred
• Strong skills in Python and Power BI
• Bilingual proficiency in French and English necessary
Maximize your contributions to investment performance and risk management as you shape innovative strategies and tools.
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A financial services company in Quebec is looking for an experienced professional to manage general fund portfolios and develop investment strategies. The ideal candidate should hold a Bachelor's degree in finance or related fields, be a CFA charterholder, and have a minimum of 15 years in financial markets. Proficiency in French is essential as communication will frequently involve this language. The role offers a hybrid work environment and competitive benefits, including insurance and a pension plan. #J-18808-Ljbffr
Enhance fund portfolio strategies as a Strategic Portfolio Management Director. Oversee the integrated management of general fund portfolios while collaborating with diverse investment teams to meet strategic objectives.
This role requires deep expertise in asset-liability management and a strong understanding of market dynamics. You'll interpret complex financial data, develop investment strategies based on quantitative analyses, and effectively communicate insights to stakeholders. Partnership with actuarial and accounts teams is essential to ensure cohesive management aligned with organizational goals.
Key Responsibilities:
• Manage portfolios integrating asset-liability considerations
• Analyze complex financial data and market trends
• Communicate investment directions to diverse audiences
• Collaborate on the development of new initiatives
• Ensure cohesive integration with risk and accounting teams
Requirements:
• Bachelor's in finance, actuarial science, or related
• 15 years in financial sector required
• CFA charterholder or equivalent experience
• Proven asset-liability management knowledge
• Excellent French communication skills
Lead the strategic management of portfolios while driving financial innovation and collaboration across teams.
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Build the future with us
Are you driven by risk management and the continuous improvement of internal controls within the insurance, investment, and financial markets sectors, and interested in putting your expertise to work for an organization whose purpose is to inspire confidence and security in its clients’ future?
As an Internal Auditor, you will be at the heart of a dynamic and constantly evolving environment, where you will play a key role in assessing operational risks and enhancing the effectiveness of internal controls. Your contribution will be concrete, recognized, and directly tied to strengthening the risk management culture and creating value.
This position represents an excellent opportunity to showcase your skills and fully realize your potential within a caring and reliable organization. People and their development are at the core of our priorities, fostering an environment that supports collaboration and innovation.
What you will accomplish with us
Conducting operational audit engagements, either independently or as part of a team, including audit planning, development of audit programs, and interactions with audited business areas.
Assessing inherent and residual risks, as well as the design, implementation, and effectiveness of internal controls.
Establishing and ensuring adherence to timelines with the engagement team and Management throughout audit assignments.
Drafting, presenting, and ensuring the quality of audit reports, including findings and recommendations.
Following up on issued recommendations, including monitoring action plans, implementation timelines, and reassessing control effectiveness.
What could accelerate your success in this role
Is recognized for their knowledge of the financial services and insurance industries, as well as risk management frameworks.
Stands out for strong abilities in mobilization, influence, and communication.
Demonstrates the ability to synthesize information and clearly explain complex concepts.
Is known for rigor, results orientation, and strong critical thinking.
Holds a university degree in business administration, accounting, or another relevant field.
Possesses a recognized professional designation or certification in auditing (CPA, CIA, or equivalent).
Has at least three years of relevant experience in the financial industry.
Has an advanced level of proficiency in English, as the role involves regular communication with English‑speaking partners.
Why you’ll enjoy working with us
A work environment where learning and development are combined with a collective pursuit of excellence.
A healthy, safe, fair, and inclusive workplace where potential can be fully expressed and developed.
The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces.
Competitive benefits, including flexible group insurance, a competitive pension plan, a share purchase plan, vacation and wellness/personal development days, telemedicine, an employee and family assistance program, an ergonomic furniture program, performance bonuses, discounts on iA products, and more.
For positions posted in Ontario:
The typical hiring range for this position is between
$70,000 and $115,000 CAD per year . The base salary offered may vary based on knowledge, skills, years of experience, and internal equity related to the role. At iA, we are committed to offering a fair, equitable, and market-based compensation structure. Our market data is updated annually to reflect current market conditions.
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