Student- Associate, Investment Product & Services

Associate, Investment Products and Platforms (Student)

Required Start Time: April 2025

Team: The Investment Products and Platforms team (IPP Team) is a key contributor to the overall success of iA Private Wealth. The IPP team works with advisors to encourage the use of a model-based approach within the investment management part of their practice and supports the resources and platforms that underpin this, including the fee-based platform, the discretionary platform, and the legacy SMA/Elite UMA platforms.

The IPP team’s Summer Associate will act as a supporting team member assisting with the team’s day-to-day tasks. These tasks will include, but are not limited to, business development support, research generation, trading support, content management, and other duties as assigned.

ACCOUNTABILITIES

Business Development Support and Research Generation

• Support senior members of the IPP team with portfolio construction and sales support to drive adoption of the Elite UMA.
• Utilize investment tools, such as Morningstar Direct and Bloomberg, to support senior members of the IPP team during their conversations with sales professionals.
• Contribute to asset allocation discussions and investment model portfolio strategy, oversight, and execution.
• Support senior members of the IPP team with the development of thought leadership and market insights.
• Prepare and disseminate pre-opening market research notes for advisors, delivering timely and insightful updates on capital markets.

Trading Support

• Assist in identifying and addressing trading errors and omissions.
• Provide administrative support after a model change has been made.
• Update trading models on Croesus.
• Assist in managing third-party SMA trading.
• Review SMA accounts for new deposits.
• Classify new securities based on fee eligibility, asset class, and regional exposure.

Content Management

• Help manage site design and ongoing changes and improvements.
• Distribute daily, monthly, and quarterly research reports and other material.
• Review and update published documents regularly to guarantee accuracy and completeness.
• Share ideas about how material can be improved and presented.

KNOWLEDGE, EXPERIENCE AND SKILLS

Knowledge:

• Some knowledge of the wealth management/asset management industries is an asset;
• Financial market and economic news;
• Investment products and market trends.

Skills:

• Strong team player and willingness to grow;
• Good time management skills;
• Excellent verbal and written communication skills;
• Intellectual curiosity and ability to think analytically;
• Intermediate to advanced Microsoft Excel and Bloomberg skills;
• Well organized and attention to detail.

WORKING CONDITIONS:

• Fast-paced, dynamic team environment;
• Hybrid working conditions with periodic in-office requirements.

Location(s): Toronto, Ontario

Company: iA Private Wealth Inc.

Posting End Date: 2025-04-07

Company Overview

iA Financial Group is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

* iA Financial group includes the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privée de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rhéaume et associés, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto

Our Commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs.