Junior Analyst, Distribution Strategy
About the role
Pay rate range - $30/hr. to $35/hr.
hybrid: 1 day remote (flexible) - 4 days on site
Job Description:
- Develop and execute strategy at an enterprise and business line level for CLIENT Global Asset Management.
- Reporting to the Senior Associate of Distribution Strategy, the Analyst will work directly with the team lead on business line related strategic initiatives while also working directly with senior executives on enterprise projects.
- Analyze market trends and investor behavior to identify key insights and opportunities for new products and growth.
- Conduct market research, competitive analysis and customer/investor segmentation to identify new opportunities and target various investor segments on behalf of the distribution.
- Prepare reports, presentations, and documentation for the team lead and Head of Distribution.
- Assist in the coordination and execution of special projects and initiatives as directed by the team lead and Head of Distribution.
- The team works 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.
- Successful candidates will play a key role in leading enterprise and business line strategic projects, managing relationships with senior management and stakeholders at all levels throughout the Bank and driving the Bank's strategic planning process.
- Exercises judgment to identify, diagnose, and solve problems within given rules.
- Broader work or accountabilities may be assigned as needed.
MUST HAVE:
- 2 Years of prior experience in asset management
- Excellent analytical skills with the ability to interpret data and draw conclusions.
- Excel (Advanced) & Powerpoint
- Strong communication and interpersonal skills to collaborate with team members and external stakeholders.
- Excellent communication skills (articulate in presenting to Executive audience)
- Thinks creatively and proposes new ideas on how to help the overall sales team.
- Proficient in Microsoft Office suite, particularly Excel and PowerPoint.
- Detail-oriented and organized individual.
- 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.
NICE TO HAVE:
- Banking/Financial Industry experience
- Strategy consulting (MBB or big 4)
- Bloomberg terminal
- Power BI
**Any specific education/certifications:**Bachelor's degree in business, finance, or a related field. Accredited university.
Not the right fit? Search for Analyst, Distribution Strategy jobs in Toronto, ON
About Intelliswift Software
Intelliswift an LTTS company, is a global leader in Digital Product Engineering, Data & AI, and Digital Enterprise Solutions. We empower businesses to leverage cutting-edge technologies and pioneering strategies throughout their digital transformation journey. Our expertise in data-rich modern platforms and people-centric solutions ensures that companies can navigate and thrive in the digital era. We address critical pain points across a diverse range of industries, including Platform & Technology, Fintech, MedTech, Energy & Utilities, Manufacturing, and Retail. Whether it's optimizing operational efficiency, enhancing customer experiences, or enabling digital transformation, we are committed to providing tailored solutions that meet the unique needs of each industry we serve.
Guided by our core values of Transparency, Respect, Integrity, and Passion, we drive innovation and excellence at every step. As a certified Minority Business Enterprise (MBE), we are deeply committed to diversity, equity, and inclusion (DEI). This commitment is reflected in all our transactions and underscores our dedication to fostering an inclusive environment. Trusted by Fortune 500 companies, SMBs, ISVs, and fast-growing startups, Intelliswift is the partner of choice for organizations seeking to revolutionize and excel in the digital landscape.
Learn more at www.intelliswift.com
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Junior Analyst, Distribution Strategy
About the role
Pay rate range - $30/hr. to $35/hr.
hybrid: 1 day remote (flexible) - 4 days on site
Job Description:
- Develop and execute strategy at an enterprise and business line level for CLIENT Global Asset Management.
- Reporting to the Senior Associate of Distribution Strategy, the Analyst will work directly with the team lead on business line related strategic initiatives while also working directly with senior executives on enterprise projects.
- Analyze market trends and investor behavior to identify key insights and opportunities for new products and growth.
- Conduct market research, competitive analysis and customer/investor segmentation to identify new opportunities and target various investor segments on behalf of the distribution.
- Prepare reports, presentations, and documentation for the team lead and Head of Distribution.
- Assist in the coordination and execution of special projects and initiatives as directed by the team lead and Head of Distribution.
- The team works 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.
- Successful candidates will play a key role in leading enterprise and business line strategic projects, managing relationships with senior management and stakeholders at all levels throughout the Bank and driving the Bank's strategic planning process.
- Exercises judgment to identify, diagnose, and solve problems within given rules.
- Broader work or accountabilities may be assigned as needed.
MUST HAVE:
- 2 Years of prior experience in asset management
- Excellent analytical skills with the ability to interpret data and draw conclusions.
- Excel (Advanced) & Powerpoint
- Strong communication and interpersonal skills to collaborate with team members and external stakeholders.
- Excellent communication skills (articulate in presenting to Executive audience)
- Thinks creatively and proposes new ideas on how to help the overall sales team.
- Proficient in Microsoft Office suite, particularly Excel and PowerPoint.
- Detail-oriented and organized individual.
- 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.
NICE TO HAVE:
- Banking/Financial Industry experience
- Strategy consulting (MBB or big 4)
- Bloomberg terminal
- Power BI
**Any specific education/certifications:**Bachelor's degree in business, finance, or a related field. Accredited university.
Not the right fit? Search for Analyst, Distribution Strategy jobs in Toronto, ON
About Intelliswift Software
Intelliswift an LTTS company, is a global leader in Digital Product Engineering, Data & AI, and Digital Enterprise Solutions. We empower businesses to leverage cutting-edge technologies and pioneering strategies throughout their digital transformation journey. Our expertise in data-rich modern platforms and people-centric solutions ensures that companies can navigate and thrive in the digital era. We address critical pain points across a diverse range of industries, including Platform & Technology, Fintech, MedTech, Energy & Utilities, Manufacturing, and Retail. Whether it's optimizing operational efficiency, enhancing customer experiences, or enabling digital transformation, we are committed to providing tailored solutions that meet the unique needs of each industry we serve.
Guided by our core values of Transparency, Respect, Integrity, and Passion, we drive innovation and excellence at every step. As a certified Minority Business Enterprise (MBE), we are deeply committed to diversity, equity, and inclusion (DEI). This commitment is reflected in all our transactions and underscores our dedication to fostering an inclusive environment. Trusted by Fortune 500 companies, SMBs, ISVs, and fast-growing startups, Intelliswift is the partner of choice for organizations seeking to revolutionize and excel in the digital landscape.
Learn more at www.intelliswift.com