Work in partnership with Sales, Marketing and Investments in a cross functional capacity to contribute to Pender's Growth.
At times support sales, marketing, investment and product initiatives but also be mainly responsible for updating content on a timely basis.
Develop market and competitive positioning and fund messaging to clearly articulate product differentiation and value proposition to current and prospective clients.
Support inbound product inquiries and portfolio construction requests.
Collaborate with the Marketing and Sales teams to develop and deliver client responsive content marketing and sales collateral.
Work with the Investment team leads to understand investment strategies, fund performance and key differentiators and translate the content into impactful messages and insights.
Ad hoc portfolio management support around competitive intelligence and relative positioning.
Contribute significantly to the design and execution of plans by researching market opportunities, competitive analysis, industry flows and trends.

2+ years experience in roles related to developing investor communications, fund development and/or go to market strategies.
Experience across public and private mandates would be preferred, but not required.
Bachelor’s degree required.
Progression in the CFA program is preferred, other financial designation an asset.
Excellent written, oral, and presentation skills.
Capable of producing high quality presentation materials and investment thought leadership content.
Strong team player: excellent communication and collaboration skills and the ability to build rapport and trust with team members and stakeholders across Pender.
Strong execution and process management experience with the ability to manage different priorities simultaneously and deliver in a fast-paced environment.
Self-starter with the ability to work both independently and collaboratively and the drive to build and develop a business in an entrepreneurial, performance-oriented culture.

Great compensation (competitive base and bonus) & benefits package which includes an employee RRSP matching program.
Opportunities for ongoing professional development.

Investment Product Analyst

Key skills