Private Client Research Associate Job Summary: This position will provide the successful candidate with exposure to a small dynamic group of investment professionals providing investment ideas primarily to our national network of full service advisors. The candidate will work with Canadian, U.S. and Mutual Fund Analysts on various market research projects. Additionally, the candidate will support the publication of department reports including daily, weekly and quarterly publications. Responsibilities: Assist equity analysts in various equity research projects Assist mutual fund analyst in various mutual fund research projects Assist equity analysts in building and maintaining spreadsheets to track model portfolios Assist Department Head on various research projects including risk rating project Provide research support for various products such as preferred shares, ETF’s etc. Automation of spreadsheets to support publication of research reports Responsible for written contribution for many department reports including daily and weekly publications. First line of support for Investment Advisor requests both via email and group phone line. Provide back up support for investment specialists. Qualifications Required: Demonstrated interest in capital markets including equities, fixed income, mutual funds, and derivative instruments. Excellent verbal and written communication skills. Strong computer skills and proficiency with spreadsheet, word processing and presentation programs. Self-starter, motivated towards meeting aggressive goals. Well organized and attention for detail. Ability to work both independently and in a team environment. Strong analytical and problem solving skills. Must be enrolled or planning to enroll Chartered Financial Analyst (CFA) program
seems like a pretty standard opportunity for private client stuff