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Investment Product Analyst Jobs

Company

Enoch Wealth Inc.

Address Vancouver, British Columbia, Canada
Employment type FULL_TIME
Salary
Expires 2023-06-02
Posted at 1 year ago
Job Description

We are seeking an Investment Product Analyst to join our team and help us expand our investment product offerings. As an Investment Product Analyst, you will be responsible for conducting due diligence on investment products and asset managers. You will work closely with the Product Manager to identify and evaluate potential investment opportunities and ensure that our investment products meet our clients' needs.


Responsibilities


  • Prepare investment product summaries and presentations to assist the Product Manager in presenting to the Investment Committee.
  • Conduct market research and stay up-to-date on industry trends and developments to inform investment product strategy.
  • Assist the Product Manager in coordinating with asset managers and third-party service providers to ensure compliance with investment guidelines and regulations.
  • Conduct research and analysis on potential investment products, including gathering data and financial information to assess their viability and suitability for our clients' needs.
  • Contribute to the development and implementation of investment product marketing initiatives to drive sales and improve product awareness.
  • Assist the Product Manager in preparing for internal product training seminars by gathering necessary information and data, writing investment product summaries, and coordinating with internal stakeholders.
  • Review and analyze existing investment products, including their performance and risk profiles, and provide recommendations for changes or improvements.


Qualifications


  • Ability to work independently and as part of a team.
  • Ability to prioritize and manage multiple projects simultaneously.
  • Proficiency in Microsoft Office Suite and experience with investment research databases.
  • Bachelor's degree in finance, accounting, economics, or related field.
  • Strong analytical skills and attention to detail.
  • Excellent communication and interpersonal skills.
  • Minimum of 1 years of experience in equity research, asset management, or related field.
  • Bilingual in English and Mandarin will be a plus.