Senior Investment Research Analyst Optimize Wealth

Optimize Wealth Management in Toronto seeks a Senior Investment Research Analyst to drive analytical insights that shape investment strategies. This full-time, on-site role focuses on delivering high-quality research across asset classes.
You will partner with advisors and portfolio managers to conduct thorough research and present findings that influence data-driven portfolio decisions. Your insights will assist in monitoring performance and refining investment strategies in a fast-paced financial setting.
Key Responsibilities:
• Execute comprehensive research on equities, fixed income, and alternatives
• Analyze market trends and sector performance for investment opportunities
• Develop detailed investment reports for client and internal use
• Support portfolio performance monitoring and risk management
• Collaborate closely with team members on strategic asset allocation
Requirements:
• Bachelor’s degree in Finance, Economics, or a related field; CFA or Ma...