Junior Analyst, Investment Analytics

Job summary

The analyst will oversee mutual fund data collection and ensure the accuracy of portfolio and securities databases. They will also perform security research and participate in ongoing quality assurance and data audit activities.

Job details

Fundata- Organizational profile: Fundata Canada Inc. is a multi-national financial data distributor and investment fund data and analytics company. The information we provide currently reaches thousands of advisors, millions of investors, and scores of institutions every day through our network of media and corporate clients across North America. Our customized services and solutions provide excellent solutions for a multitude of financial institutions across North America. Job Description: As a member of the Analytics & Data department you will be working with a team of financial professionals, in a fast paced, results driven environment. The Analytics & Data department is central to Fundata’s core business operations. You will be relied upon to deliver high quality results within strict deadlines. This is a junior level position for a one-year term. Job Type: This is a one-year contract. Start Date: Mid November Key Accountabilities: Oversee mutual fund data collection and processing Ensure portfolio and securities databases are accurate and up-to-date Act as an expert resource for client service and development staff, Perform security research relating to asset, sector and geographic information Participate in ongoing quality assurance and data audit activities Knowledge/Skills/Abilities: Strong Microsoft Excel skills are required Experience with SQL or willingness to learn Ability to work with a high volume of data on a deadline-oriented basis Knowledge of securities and mutual fund industry Detail oriented with strong organizational skills Strong verbal and written communication skills Creative problem-solving skills Self starter with the ability to work under minimal supervision Experience/Education: Post-secondary education in Business, Finance, Mathematics/Statistics, Economics Completion of IFSE Institute’s CIFC or Canadian Security Institute’s CSC/IFC considered an asset Pursuing or willingness to pursue a CFA or other designation is considered an asset Application & Hiring Process: In-person or virtual interview with the VP and Senior VP of Analytics & Data Possible excel and industry knowledge test. Additional Notes: If you require a medical or disability related accommodation in order to participate in the recruitment process, please email hr@fundata.com to provide your contact information. Someone from our HR department will contact you within 1 week. Only those that are considered for an interview will be contacted.

What you’ll do

The analyst will oversee mutual fund data collection and ensure the accuracy of portfolio and securities databases. They will also perform security research and participate in ongoing quality assurance and data audit activities.

Requirements

Candidates must have post-secondary education in a relevant field and strong Microsoft Excel skills. Experience with SQL is preferred, along with knowledge of the securities and mutual fund industry.

Listed skills

• SQL · Preferred
• Problem solving · Preferred
• Quality assurance · Preferred
• Attention to detail · Preferred
• Microsoft Excel · Preferred
• Communication Skills · Preferred
• Financial analysis · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Microsoft Excel
• SQL
• Data collection
• Data processing
• Portfolio management
• Securities research
• Quality assurance
• Data audit
• Financial analysis
• Communication skills
• Problem-solving
• Organizational skills
• Attention to detail
• Self-Starter
• Business Operations
• Supervision
• Organizational Skills
• Ability To Meet Deadlines
• Willingness To Learn
• Geographic Information Systems
• Research
• Corporate Finance
• Chartered Financial Analyst
• Customer Service
• Communication
• Creative Problem Solving
• Data Auditing
• Data Collection
• Economics
• Financial Data
• Mathematics
• Quality Assurance
• SQL (Programming Language)
• Statistics
• Securities (Finance)
• Detail Oriented

Job areas

• Finance & Accounting
• Data & Analytics
• Investment Analyst
• Investment / Portfolio Analyst
• Financial Analysts
• Financial and Investment Analysts

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