Analyst, Managed Accounts Portfolio Services Group

Job Overview

Managed Accounts Portfolio Services Group Analyst – Full‑time, regular role with a flexible hybrid schedule. Current work authorization for Canada is required. Location: 483 Bay Street, Toronto until late 2026, then 3 Robert Speck Parkway, Mississauga.

Responsibilities

Product Research

• Build, maintain, and communicate expert-level investment research on the investments held by Managed Accounts clients, including the capital markets in which they invest.
• Maintain appropriate know-your-product documentation for investment solutions leveraged by the Managed Accounts Portfolio Services Group.
• Conduct ongoing product research to ensure Managed Accounts holds best-in-class investments for clients.
• Develop and maintain expert knowledge of core Managed Accounts investments, including their strengths and weaknesses.
• Maintain accurate investment positioning within portfolios across portfolio manager sty...