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...