About the role
Responsibilities: What you will do
- Work with the product and marketing teams, portfolio managers and sub-advisors on developing support materials for our product line up including but not limited to, fund commentaries and other related fund updates, whitepapers and email campaigns
- Assess market competition by comparing the company's product to competitors' products, and identifying the tradeoffs between the funds that are being compared
- Researching new product ideas and market trends and communicating these trends to the firm.
- Assist in the development of new investment products from concept to launch, including drafting of product proposals and coordinating with necessary stakeholders.
- Participate in process enhancement exercises to automate, improve and support the firm's efforts across the business
- Assist in responding to client inquiries in a timely manner and prepare materials for client presentations and reports.
- Help prepare presentation materials for management meetings and client presentations
- Assist management on ad hoc projects as needed
Qualifications: What you will bring
- University degree in Business Administration, Finance, Economics or related field
- 1 to 3 years of experience in an asset management, financial services, or a related field
- Strong analytical and quantitative skills
- Excellent communication and presentation skills, conveying complex information in a clear manner as the role requires communication with various teams including Portfolio managers, Sales, Marketing, and Legal
- Advanced knowledge of Microsoft Office suite including Excel and PowerPoint
- Ability to work under stress in time sensitive situation
- Knowledge in using Bloomberg terminal and API
- Knowledge in the Financial market, and interest in new Technological innovations
- Knowledge in python, SQL, VBA or other programming languages is considered an asset
About Purpose Unlimited
Purpose Unlimited is an independent company that’s creating the future of financial services. Our platform gives entrepreneurs and small to medium-sized businesses the cutting edge tools they need to innovate the next generation of modern asset management, wealth management and banking technology.
Our mission is to be the customer-focused leader that the financial services industry needs.
Our businesses include Purpose Investments, Driven by Purpose, Advisor Solutions by Purpose and Longevity. We pride ourselves in being a great place to work and were recognized as one of Canada’s Top Small & Medium Employers in 2023 and 2024.
About the role
Responsibilities: What you will do
- Work with the product and marketing teams, portfolio managers and sub-advisors on developing support materials for our product line up including but not limited to, fund commentaries and other related fund updates, whitepapers and email campaigns
- Assess market competition by comparing the company's product to competitors' products, and identifying the tradeoffs between the funds that are being compared
- Researching new product ideas and market trends and communicating these trends to the firm.
- Assist in the development of new investment products from concept to launch, including drafting of product proposals and coordinating with necessary stakeholders.
- Participate in process enhancement exercises to automate, improve and support the firm's efforts across the business
- Assist in responding to client inquiries in a timely manner and prepare materials for client presentations and reports.
- Help prepare presentation materials for management meetings and client presentations
- Assist management on ad hoc projects as needed
Qualifications: What you will bring
- University degree in Business Administration, Finance, Economics or related field
- 1 to 3 years of experience in an asset management, financial services, or a related field
- Strong analytical and quantitative skills
- Excellent communication and presentation skills, conveying complex information in a clear manner as the role requires communication with various teams including Portfolio managers, Sales, Marketing, and Legal
- Advanced knowledge of Microsoft Office suite including Excel and PowerPoint
- Ability to work under stress in time sensitive situation
- Knowledge in using Bloomberg terminal and API
- Knowledge in the Financial market, and interest in new Technological innovations
- Knowledge in python, SQL, VBA or other programming languages is considered an asset
About Purpose Unlimited
Purpose Unlimited is an independent company that’s creating the future of financial services. Our platform gives entrepreneurs and small to medium-sized businesses the cutting edge tools they need to innovate the next generation of modern asset management, wealth management and banking technology.
Our mission is to be the customer-focused leader that the financial services industry needs.
Our businesses include Purpose Investments, Driven by Purpose, Advisor Solutions by Purpose and Longevity. We pride ourselves in being a great place to work and were recognized as one of Canada’s Top Small & Medium Employers in 2023 and 2024.