HIRE NOW
HIRE NOW

Portfolio & Data Analyst

  • Permanent
  • Date Posted: October 22, 2025
  • Salary: 90-110k

Our client within investment management requires a Portfolio & Data Analyst to join their team. The Portfolio, Business, and Data Analyst will be accountable for retrieving, analyzing, and interpreting data to provide actionable insights for business/client decision-making. They will create dashboards and reports, helping the organization understand market trends, opportunities, and challenges in relation to business needs.

Responsibilities :

  • Provide ongoing product monitoring, analysis, and communication of results
  • Conduct competitive product and market trend research
  • Build effective relationships with key internal stakeholders (e.g., Portfolio Managers, Client Service, Compliance, Legal, Sales)
  • Provide product-related support to sales teams, including internal and external client requests
  • Support quarterly and semi-annual commentary process
  • Effectively carry out data visualization tasks for client and business needs
  • Develop implementation plans and coordinate with applicable stakeholders for large projects
  • Effectively size out effort and value for intake items with team members, stakeholders, and business partners
  • Prioritize and decipher requirements for ad-hoc requests and co-ordinate the execution to specifications
  • Research new product opportunities and take an active role in any future product development
  • Assist with completion of RFPs and DDQs, when necessary, as well as other marketing initiatives

Qualifications:

  • Exceptional attention to detail and strong business and financial acumen
  • Advanced Excel skills
  • Completion of or working towards CFA or CIM designation
  • Data Analysis and the ability to interpret and communicate key findings
  • Proficiency with Morningstar Direct, eVestment, Refinitiv Workspace and other analytics platforms
  • Ability to prioritize tasks and work well under pressure to meet tight deadlines
  • A team-first individual who is naturally curious, takes initiative, has a strong work ethic and a positive attitude
  • Bilingual with French and English would be considered an asset

 

To apply, upload your resume and complete the required information in the “Apply For The Job” section located to the right of the posting. Alternatively, quote the position title and email your resume to: Lindsey; l.title@tdspersonnel.com

If you are already registered with TDS Personnel please contact your Consultant.

Apply For The Job

Name
Drag & Drop Files, Choose Files to Upload You can upload up to 2 files.

TDS Personnel is an equal opportunity employer and is committed to providing employment in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act. Accommodations within reason due to a disability or medical need are available on request for candidates taking part in the recruitment process.

Other Jobs You May Like

Canadian Recruiting since 1975