Job Description

We’re partnering with a Toronto-based investment firm, who is looking for a Product Manager to join their Investment Analytics team, where data meets storytelling. This is a unique opportunity to sit at the intersection of investment strategy, analytics, and communication.

If you enjoy diving into numbers and turning insights into clear, persuasive messages that resonate with both internal and external stakeholders — this might be your next move. You’ll play a key role in creating and delivering thoughtful, data-driven investment materials that help explain portfolio positioning, market context, and compelling opportunities. Also working closely with Investment and Relationship teams

This full-time opportunity offers exciting perks such as: a competitive salary + annual bonus, company equity ownership program, RRSP contributions (company-funded) and more! 

Roles and Responsibilities

• Producing reports, visual content, and written materials to support client and internal communication

• Analyzing portfolio data and identifying key trends or themes

• Supporting monthly and quarterly reporting cycles

• Ensuring consistent, accurate, and impactful messaging across various mediums (PowerPoint, web, video, etc.)

• Bringing attention to detail and analytical rigor to everything you do

Qualifications and Skills

• 1–3 years of experience in financial services (mutual fund or investment industry preferred)

• Strong Excel skills (SQL or VBA)

• Familiarity with tools like FactSet, Bloomberg, or Morningstar Direct

• An understanding of investment performance metrics and reporting

• Excellent written and verbal communication skills

• A natural team player who enjoys working with others to refine messaging and ideas

• Working towards CFA designation