Career Opportunities
Analyst, Products
Reporting to: Managing Director, Products
Primary Responsibilities:
- Research and analyze market data and product trends to assist in new product initiatives.
- Assist product development team with structuring process and preparation of product launches.
- Prepare periodic publications for client distribution.
- Assist salespeople with detailed product analysis and presentations.
- Collect competitive intelligence with the purpose of maintaining a database of Canadian structured products.
Requirements:
- At lest 2 years financial services experience.
- Strong knowledge of retail investment products and mutual funds, ideally with experience in structured products and real estate investment trusts (REITs).
- Strong oral and written communication skills.
- Detail-oriented with an ability to work in a relatively unsupervised environment and interact with other departments.
- Excellent time management skills, with a willingness to work long hours.
- Initiative and a strong sense of professionalism.
- Must have a high proficiency level with Microsoft Excel, Word, and PowerPoint.
- Post secondary education in Business, Finance or a related field.
- Completion or progression towards completing CFA is an asset.
ONE Financial Corporation is a dynamic, specialized investment products firm focused on providing Canadian investors and their financial advisors with truly innovative wealth management solutions. Since inception in 2002, ONE Financial has raised approximately $300 million, and is among Canada's fastest growing investment firms. The firm's plans include expansion of its product line to include new leading-edge investments that continue our tradition of bringing important benefits to Canadian investors.
To apply for this position, please email your resume to info@onefinancial.com, stating the job title in the subject line.