Investment Associate

Investment Associate - Vancouver - HybridOur client is a prestigious multinational investment management firm, managing approximately $40 billion in assets across 10 global offices. They are seeking a motivated and dynamic Investment Associate to join their highly regarded Client Services team in Vancouver.Roles & ResponsibilitiesClient content:Analyze, review, and maintain client reporting materials that include performance, risk measures, portfolio exposures, and fee information.Leverage technical and data expertise to support client data requests and maintain ownership of calculation methodologies.Manage global projects focused on refining our content to meet client needs and streamlining business processes alongside our technology team.Client relations:Assist Client Managers in responding to firm, product, and investment-related client queries and questionnaires.Develop effective relationships with adjacent teams who play a critical role in servicing our clients.Develop and maintain standard information documents such as introductory guides for prospective investors.Investment content:Develop and maintain external presentation materials on company’s portfolios, performance, and holdings, working alongside Investment Analysts and Investment Specialists.Perform analysis with internal and external data sources to help convey key messaging to clients.Own internal communication materials related to the company strategies.QualificationsCPA or CFA designation preferred 3 to 6 years of professional experience within financial services industries What is offered: Opportunity to start and grow your career with a leading companyCompetitive compensation (Base and Bonus & Benefits)Amazing training and continuous learning programsWork-life balance & flexibility: Hybrid working schedules