Investment Funds Analyst

Let’s be #BrilliantTogether

Investor Economics (IE), a division of Institutional Shareholder Services Market Intelligence (IE) is Canada’s foremost provider of fact-based analysis to the retail financial services industry. Our client list includes most major financial institutions and companies in Canada including banks, credit unions, brokerage firms, mutual fund companies, insurance companies and money managers. IE provides advice and decision-making support to individuals at multiple levels in the financial services sector based on the analysis and interpretation of extensive data relating to the supply and demand of financial services.

IE offers an ideas-driven, high-performance environment, where advancement and opportunities are based on personal achievement and merit. Successful applicants will contribute energy and dedication in return for an opportunity to develop analytical skills and specialized knowledge of the retail banking and wealth management industries.

Position Profile & Responsibilities

Analysts at IE play an integral role within the firm, contributing ideas and analyses for key research publications and providing support to clients on an ad-hoc basis.

The Analyst will support the Product team at IE, specifically on product research (mutual funds, funds of funds solutions, exchange-traded funds, deposits, insurance and others). The Analyst will participate in the research and development of some major reports: Insight Report, the ETF Report, Insurance Report and SIMFUND Canada.

In a typical research endeavor, as part of either a stand-alone engagement or a publication cycle, analysts must develop and demonstrate the following skills:

• Work with other members of the team to design and execute research process and analyses.
• Generate content for research reports.
• Liaise with the Data Operations team to support their data gathering effort.
• Formulate and present conclusions.
• Think independently.
• Produce written commentaries for research pieces.

For those individuals who join our team, a career at IE offers much in return:

• Collegial and supportive culture.
• Valuable knowledge and experience in the financial services field.
• Continuous intellectual challenge and personal development opportunities.
• Meritocratic compensation and advancement.

Position Qualifications

The IE environment is best suited to self-starting, highly motivated individuals who are able to deal with the pressures of learning/researching, developing analyses and drafting reports within specific timelines and under limited supervision.

Strong candidates will have:

• An undergraduate degree in economics, business, finance or social sciences.
• Intellectual curiosity and interest in the financial services sector.
• Command and understanding of spreadsheets and querying. Working knowledge of database structure is an asset.
• High attention to detail and data integrity.
• Well-developed verbal and written communication skills.
• Sense of responsibility for deadlines and deliverables.
• The flexibility to adapt to changing priorities.

Preferred candidates will also have:

• 1 – 2 years’ experience within the financial services or wealth management industries, or
• Experience with a market research or data gathering business.
• Knowledge of the wealth management industry and financial markets are considered an asset.

#LI-MK1 #Associate #Analyst #MIN

What You Can Expect from Us

At ISS STOXX, our people are our driving force. We are committed to building a culture that values diverse skills, perspectives, and experiences. We hire the best talent in our industry and empower them with the resources, support, and opportunities to grow—professionally and personally.

Together, we foster an environment that fuels creativity, drives innovation, and shapes our future success.

Let’s empower, collaborate, and inspire.

Let’s be #BrilliantTogether.

About ISS STOXX

ISS STOXX GmbH is a leading provider of research and technology solutions for the financial market. Established in 1985, we offer top-notch benchmark and custom indices globally, helping clients identify investment opportunities and manage portfolio risks. Our services cover corporate governance, sustainability, cyber risk, and fund intelligence. Majority-owned by Deutsche Börse Group, ISS STOXX has over 3,400 professionals in 33 locations worldwide, serving around 6,400 clients, including institutional investors and companies focused on ESG, cyber, and governance risk. Clients trust our expertise to make informed decisions for their stakeholders' benefit. 

ISS Market Intelligence (ISS MI) is a leading provider of data, insights, and market engagement solutions to the global financial services industry. ISS MI empowers asset and wealth management firms, insurance companies, distributors, service providers, and technology firms to assess their target markets, identify and analyze the best opportunities within those markets, and execute on comprehensive go-to-market initiatives to grow their business. Clients benefit from our increasingly connected global platform that leverages a combination of proprietary data, powerful analytics, timely and relevant insights, in-depth research, as well as an extensive suite of industry-leading media brands that deliver unmatched market connectivity through news and editorial content, events, training, ratings, and awards. 

Visit our website: https://www.issgovernance.com       

View additional open roles: https://www.issgovernance.com/join-the-iss-team/      

Institutional Shareholder Services (“ISS”) is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. It is our policy to prohibit discrimination or harassment against any applicant or employee on the basis of race, color, ethnicity, creed, religion, sex, age, height, weight, citizenship status, national origin, social origin, sexual orientation, gender identity or gender expression, pregnancy status, marital status, familial status, mental or physical disability, veteran status, military service or status, genetic information, or any other characteristic protected by law (referred to as “protected status”).  All activities including, but not limited to, recruiting and hiring, recruitment advertising, promotions, performance appraisals, training, job assignments, compensation, demotions, transfers, terminations (including layoffs), benefits, and other terms, conditions, and privileges of employment, are and will be administered on a non-discriminatory basis, consistent with all applicable federal, state, and local requirements.