Job#: 2052074
Job Description:
Junior Analyst - Mutual Fund Distribution
Apex Systems is an IT Services firm and we are looking for a Junior Analyst - Mutual Fund Distribution with strong communication and requirement a background in Business or Economics, knowledge of Asset Management products, experience with research and creating reports, and strong knowledge of excel VBA to place at our client, a Big Five Bank.
Client: Big Five Bank
Contract: 1 Year rolling contract.
Location: Toronto, Downtown Core
Application Process: Please apply via the medium on which you are seeing this posting. If you encounter technical difficulties submitting your resume, please send a Word version of your resume to Phil at [email protected] . Please reference Job Title
Junior Analyst - Mutual Fund Distribution
As a Junior Analyst on the Distribution Strategy team, you will support the development and execution of strategic initiatives aimed at optimizing the distribution of our clients mutual funds, ETFs, and other investment products. Reporting to the Head of Distribution Strategy, you will work closely with senior management, business line leaders and a diverse set of stakeholders to deliver advice that solves business problems through research, analysis, and compelling strategic recommendations. The selected candidate will be analytical, organized, and possess advanced Excel/Powerpoint skills.
Job Description:
- Assist in the analysis of distribution channels, sales trends, and market opportunities to inform strategic decision-making.
- Support in the creation of reports, dashboards, and presentations to analyze and track distribution performance metrics.
- Assist with the preparation of materials for internal and external stakeholders, including senior management presentations.
- Help manage and maintain distribution data, ensuring accuracy and completeness.
- Tracking on compliance approvals and organizing/updating the project tracker as required
- Conduct research on competitors, market conditions, and client needs to support continued business strategy development and identify opportunities for new products and growth.
- Successful candidates will play a key role in leading strategic projects, managing relationships with senior management and stakeholders at all levels throughout the Bank and driving the Banks strategic planning process forward.
- Broader work or accountabilities may be assigned as needed.
Key Qualifications:
- Bachelors degree in business, finance, or a related field (Engineering, Economics)
- 2 years of experience in asset management, financial services, or a related field
- Capital Markets experience an asset (open to previous co-op experience within the field)
- Excellent analytical skills with the ability to interpret data and draw conclusions.
- Strong communication and interpersonal skills to collaborate with team members and external stakeholders.
- Thinks creatively and proposes new ideas on how to help the overall distribution team.
- Advanced in Microsoft Office suite, particularly Excel (VBA) and PowerPoint.
- Bloomberg (BQL) terminal experience an asset.
- Data driven decision making.
- Detail-oriented and organized individual.
- Flexible in working hours to support OT hours as required
- Ability to work independently and takes initiative to address challenges and provide solutions.
- Flexibility to adapt to changing priorities and multi-task in a dynamic environment.
- CSC or CFA certification nice to have
EEO Employer
Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Employee Services Department at [email protected] or 844-463-6178 .
Apex Systems is a world-class IT services company that serves thousands of clients across the globe. When you join Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRated's Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico.
Apex Systems is a world-class IT services company that serves thousands of clients across the globe. When you join Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRated's Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico.
4400 Cox Road
Suite 200
Glen Allen, Virginia 23060
Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Employee Services Department at [email protected] (Do not submit resumes or solicit consultants to this email address). UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Apex Systems.
