Portfolio Analyst

  • Job Title: Portfolio Analyst
  • Company: Lysander Funds Limited
  • Location: Toronto

Lysander Funds is an independent Investment Fund Manager headquartered in Toronto, Ontario, with regional offices in Montreal and Vancouver.  We offer investment products to financial advisors and their clients with the aim of helping investors reach their long-term financial goals. We have an entrepreneurial culture that values hard work, honesty and flexibility.

What we are looking for:

The Portfolio Analyst, Portfolio Strategy, will work closely with the Portfolio Strategist to facilitate the execution of thought leadership and marketing programs geared to the Firm’s internal and external stakeholders. The successful candidate will work in a team environment building effective and collaborative working relationships with the firm’s internal and external stakeholders (i.e. Sales, National Accounts, Compliance, and external partner portfolio managers) to assist in the distribution of ongoing financial market commentary and marketing collateral.

Responsibilities would include:

  • Maintain a database of the Firm’s marketing collateral by conducting regular update processes.
  • Distribute daily information packages to the firm’s internal stakeholders.
  • Support the Portfolio Strategist in the development of new marketing collateral by engaging with the Firm’s sales team and partner portfolio managers.
  • Assist the Portfolio Strategist in responding to ad-hoc questions from internal stakeholders, utilizing the Firm’s various technology platforms (i.e. Bloomberg and Morningstar).
  • Write commentaries that explain and link the Firm’s investment solutions to changing financial market environments.
  • Assist in inter-departmental projects as needed.

This is a full-time role working from the Toronto office of Lysander Funds.

The ideal candidate would have:

  • Undergraduate university degree (focus on Finance or Commerce an asset).
  • CFA Level One completed or candidacy.
  • Completed or working towards additional accreditations such as CSC, CIM.
  • Excellent understanding of the Financial Markets.
  • Strong understanding of the Mutual Fund/Managed Product landscape.
  • Previous experience (2 years) working in Financial Services preferred (experience in Asset Management an asset).
  • Above average proficiency with MS Excel and PowerPoint.
  • Experience working with Bloomberg and Morningstar an asset.
  • Excellent verbal and written communication skills.
  • Exceptional time management and organization skill.
  • Strong analytical skills and attention to detail.
  • Strong interpersonal skills, ability to build and maintain meaningful relationships with all stakeholders.
  • Demonstrate flexibility, enthusiasm, and willingness to learn.

Lysander Funds is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, national origin, religion, gender, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law.

We are committed to providing accommodations for people with disabilities in all aspects of the recruitment and selection process.  If you require accommodation or special assistance, please send an email with your request to manager@lysanderfunds.com. Your information will be treated as confidential.

If you are interested in applying for this position, please submit your resume and cover letter by email only to manager@lysanderfunds.com. No phone calls please. We thank all applicants for their interest, however only those in consideration for the opportunity will be contacted.

Deadline for applications:  August 31, 2024