Chief Investment Analyst

Responsibilities:

• Develop policies, procedures as well as standards associated with the supervision and maintenance of the firms product shelf
• Interact with external and related product suppliers
• Train Advisors on the nature of the products with the aim of ensuring they comply with their ‘Know your Product” requirements
• Author news letters and research reports which Advisors may use themselves as well as pass onto clients
• Assist Advisors through client presentations and other business development activates
• Respond to questions from Advisors regarding the product shelf and investment philosophy
• Ensure compliance with Regulatory requirements/developments associated with Client Focus Reform and the IIROC Plain Language Rules.
• Submission to the firms Product Review Committee

Competencies

• Analytical Thinking - Understanding a situation, issue, problem, etc. by breaking it into smaller pieces
• Business Acumen - The ability to understand the business implications of decisions and the ability to strive to improve organizational performance
• Commitment to Continuous Learning - Taking action to continuously learn in order to improve individual professionalism and effectiveness within the organisation
• Expertise - The ability and motivation to expand and use technical knowledge or to distribute work-related knowledge to others
• Impact and Influence - Implies an intention to persuade, convince, influence, or impress others in order to get them to go along with or to support the speaker’s agenda
• Information Seeking - Driven by an underlying curiosity and desire to know more about things, people, or issues
• Teamwork and Cooperation -Works cooperatively with others, to be part of a team, to work together, as opposed to working separately or competitively

Professional Designation:

• CIM or CFA designation

Work Experience:

• 5-7 years experience in an IIROC Dealer in a similar role.
• Demonstrated ability to establish strong relationships with key individuals at product manufacturers.
• Demonstrated knowledge of regulations/product standards.
• Ability to understand benefits of alternative structured products

Reports to: Chief Operating Officer

We thank all applicants in advance, however, only those individuals selected for an interview will be contacted.

At Mandeville Operations Management Inc., we support diversity and equity. 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 status, physical or mental disability.

We respect the dignity and independence of persons with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions.

If contacted for an interview, please inform us should any accommodation be required.

Qualified applicants should email resumes along with a cover letter to resumes@mandevilleinc.com. We thank all applicants in advance, however, only those individuals selected for an interview will be contacted.