Senior Manager, Portfolio Insights and Analytics - Toronto
Toronto, ON, CA, M5W2X6
CAD 86K-155K (estimate) Senior-level Full Time
Tasks
- Co lead institutional RFP submission process
- Coordinate external account reviews and proposal opportunities
- Design scalable investment proposal framework
- Develop and maintain reporting dashboards for senior leadership
- Drive continuous improvement for analytics processes
- Ensure regulatory compliance and operational risk controls
- Lead end to end proposal services for UHNW clients
- Manage investment insights and analytics team
- Oversee proposal data requirements for holdings and benchmarks
- Provide investment insights and accurate client responses
- Validate investment data for accuracy and completeness
Perks/Benefits
- N/A
Skills/Tech-stack
Bloomberg | Dashboarding | Data analytics | FactSet | Financial markets | Investment performance | Investment performance attribution | MS Office | Microsoft Excel | Morningstar Direct | Performance attribution | Portfolio Management | Power BI | Project Management | Python | Report Writing | VBA
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