Job Description

Our client in the financial services industry provides investment management and advisory solutions to public-sector clients in Ontario, and they are in search of a CRM Associate on their CRM Investment team to join them for a 7 month contract. The role is hybrid in office located in downtown Toronto 3 days a week and 2 days work from home.

Reporting to the Director of Client Relationship Management, the Associate will serve as a key member of their dynamic and high-performing CRM, Investment team. The selected candidate will be working closely with internal teams to coordinate the preparation and execution of investment and performance reporting. The role will support Client Facing Managers and contribute to the delivery of reporting and service to their clients.

Key Responsibilities Include:

• Providing best-in-class investment and risk reporting, services and supporting their institutional clients
• Apply sound investment judgement to build and analyze complex reports for client consumption
• Produce applicable reports and analysis to be utilized by the CRM senior team in the decision-making process and providing support in general analysis and review of client profiles
• Actively managing an existing client schedule of monthly, quarterly, and annual deliverables
• Lead implementation of reporting and operational enhancement requests
• Develop and maintain a solid understanding of the client’s range of investment, risk and operational offerings and solutions
• Create presentation materials for client meetings and supporting senior relationship managers while also interfacing with clients in both virtual and in person meetings
• Staying on top of market developments and integrate market data into reporting and ad hoc analysis
• Gathering data and related information to quickly respond to client information requests
• Conduct research and analysis on a broad range of client focused topics to support decision making at more senior levels on the CRM team

Requirements

Must Have:

• Bachelor’s degree in Finance, Economics or related field
• Investment related designations such as CFA, FRM, CIPM or CAIA is strongly preferred
• 3 to 5+ years of experience working within the investment industry or related field
• Client Relationship Management experience with the investment industry is preferred
• Advanced Excel skills and manipulating large amounts of data using Excel
• Excellent Power Point skills putting presentations for clients
• Experience with such applications as Bloomberg, Refinitiv Eikon, MS Access and other project management tools would be an asset
• Strong interested in financial markets and investments
• Knowledge of investment performance and risk concepts
• Strong project management skills
• Exceptional work ethics and strong attention to detail and accuracy
• Excellent verbal, written and interpersonal communications skills
• A self starter who can work well independently and on a team or collaborating with other teams
• Ability to delivery quality outputs in a fast paced environment and ability to handle tight deadlines and capable of handling multiple projects and ad-hoc requests simultaneously

If you are already registered with The Mason Group, please contact your Recruiting Consultant directly with reference to job #19907.

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