Portfolio Analyst, Atb Wealth

OUR BOTTOM LINE IS DIFFERENT.

There's something special about working at ATB, and it's been recognized on every top employer list that matters. Maybe it's our exceptional culture where your total wellness is supported through market-leading benefits and you're free to bring your whole self to work. Maybe it's our commitment to a growth mindset and our unrelenting thirst for making it possible for fellow Albertans—even the ones who aren't our clients.

Whatever it is, you won't find a more genuine, driven and knowledgeable group of humans anywhere. We foster a culture of purpose, performance and possibilities. We engage with intense curiosity, and bring our whole selves to work, every day. We know it starts with people like you, so take a chance and start with us.

Department: MD Wealth Solutions

Job Number: REQ6103

Location: Calgary or Edmonton, AB ( (This is a hybrid opportunity that will require some in-office presence at an ATB location)

Apply by: April 27, 2023

Paygrade: L - OTH

System Title: Solution Specialist 7

# Positions available: 1

Leader Name: Jared Kadziolka

As ATB Wealth's next Portfolio Analyst, you will contribute to the success of ATB Wealth advisors and their clients by providing sales enablement and educational support. Your investment product expertise and industry knowledge will allow you to successfully collaborate with advisors to determine recommendations for product selection and portfolio construction that aligns with their clients' goals and best interests. In addition, this role will provide educational support to ATB Wealth advisors pertaining to a variety of topics including investment strategies, products, asset classes, and industry trends in order to empower advisors and strengthen client relationships.

Under direction of the Senior Manager, Portfolio Analysts, you'll be part of a dynamic group of subject matter experts on investment product and industry topics — the Wealth Products team. As part of this team, you'll work closely with a group of ATB Wealth advisors in your region to support their needs related to product and portfolio evaluation and selection. This will involve performing detailed analyses of clients or prospects' portfolios and providing key insights around asset mix, performance, risk, strategy, and cost. In working with the advisor, recommendations can be made to better align a portfolio to the unique needs and preferences of the client leading to both a better client outcome as well as contributing to asset gathering and retention efforts of the advisor.

The analyst plays an instrumental role in idea generation and creation of educational content and tools for ATB Wealth advisors and clients. This role is expected to share their investment industry and market knowledge by contributing to the team's published articles for ATB Wealth's website. The role will also work closely with members of the team to assist in education and sales enablement projects and resources including monitoring and communicating emerging industry and product trends.

Product and portfolio analysis and enablement

• Collaborate with advisors to help create investment proposal documents.
• Stay informed on industry trends and client demand pertaining to investment products and strategies in order to contribute to, and promote the firm's recommended product shelf.
• Provide high-level support to advisors as required on more in-depth sales inquiries.
• Deliver and effectively articulate key insights and recommendations to advisors across various communication channels such as email and video calls.
• Analyze client holdings and provide key insights such as asset composition, strategy, historical volatility/performance, and risk exposures leading to product and portfolio recommendations that are congruent with client circumstances and goals.
• Synthesize qualitative and quantitative data on investment products—supported by research from the Wealth Product Analysts—along with client information and advisor preferences to determine personalized product recommendations.
• Collaborate with Product Analysts to best position proprietary investment and third party products in order to help advisors develop personalized client portfolios.
• Provide product recommendations to advisors to help personalize client portfolios while considering suitability, goal-alignment and ATB Wealth's investment values.

Education and content

• Treat advisor requests and inquiries as opportunities to share knowledge and experience that will bolster their proficiencies and skill sets.
• Contribute to the ideation and creation of tools, charts, and presentations that provide sales enablement and client/advisor education.
• Regularly contribute to content generation on investment and market-related topics for both internal and external audiences.
• As a part of a team of subject matter experts, contribute to advisor education including new team member (financial advisor) onboarding.

Requirements

Competencies and skill sets

• Strong communicator, both orally and written, with ability to translate complex topics to a variety of audiences including clients and seasoned advisors.
• Ability to effectively manage expectations and prioritize advisor requests.
• Ability to work independently and effectively in a collaborative team environment.
• Analytical and detail oriented with strong critical thinking and problem solving abilities.
• Thorough understanding of the investment industry with a particular emphasis on managed and passive products.

Designations and experience

• Strong preference for candidates having completed, or in the process of completing, the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations.
• Undergraduate degree in Business, Finance, Economics or related field of study.
• Experience with Morningstar Advisor Workstation would be beneficial.
• At least five years of experience in the wealth management or investment industry.
• Sound knowledge of Microsoft Excel and Google Suite (Docs, Sheets, Slides).
• Experience in a client facing role would be considered an asset.

At ATB, we know that as you develop in your career, you gain many transferable skills. If you believe your experience and qualities are what we are looking for, please consider applying!

Interested? If you know one of our team members, BEFORE applying, reach out to them and ask them for a referral link to help your application stand out.

Online applications are preferred. Please let us know if you require any accommodations.

Benefits

Be great. Be you. Believe.

We are dedicated to building a workforce reflective of the diversity within our communities and creating an environment where every team member has what they need to reach their potential. We encourage candidates from all equity-seeking groups to apply.

What happens next?

Thank you for applying online. If you are shortlisted for this opportunity, you will hear from us after the posting close date regarding next steps. We might ask you to participate in a digital interview or phone interview. If you require any accommodations, please let us know.

Stay in touch!

ATB is excited to know you're interested in a career with us! Follow us on LinkedIn, Facebook and Instagram to get the inside scoop on what our team is up to.