Senior Investment Analyst
ATB
At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID).
Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care, high-performance culture, upheld by the three commitments we make to our team members:
Impact in action: No matter where you are in the organization, you're empowered to make an impact in the lives of our clients and communities.
Thrive together: We want you—the unique, authentic you—to feel safe and celebrated at work. We're on a continuous journey to build the most flexible and inclusive programs.
Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.
About the role
This position has a hybrid work arrangement. On average, this means 3 days on-site per week. Please note that this is subject to change due to business priorities.
Reporting to the ATBIM’s (ATB Investment Management) Head of Multi-Asset Strategies, the Senior Investment Analyst is primarily responsible for researching global macro ideas, conducting portfolio analysis, and implementing investment ideas into ATBIM portfolios. The individual is an investor at heart and has a deep curiosity about markets. This position requires a good understanding of investment products, industry trends, and relevant global macro economic data. The Senior Investment Analyst is also required to provide research, oversight, trading, investment content and fund administration duties as needed for the ATBIM funds and model portfolios.
Accountabilities
- Daily trading of cash flows across the investment platform. Monitor for cash and liquidity as required.
- Proficiency in working with large data sets, performing quantitative analysis, and actively contributing to investment discussions.
- Strong quantitative foundation and working knowledge of long-term capital markets forecasting to be used in modelling.
- Conduct macroeconomic and quantitative research to identify market inefficiencies and generate investment ideas.
- Good understanding of financial markets, different asset classes, and portfolio and risk management techniques.
- Experience working with various internal teams such as Trading, Investment Operations, Finance, Tax, Legal and Compliance.
- Continuously monitor and analyze portfolio performance, attributing returns and preparing regular reports for both internal and external stakeholders.
- Good communication skills to provide regular written updates.
- Contribution to monthly investment committee meetings.
- Coordinate with other internal experts to provide individualized investment solutions for advisor team.
- Coordinate with other internal experts to create timely investment content for advisors and end-clients.
Skills, experience & requirements
- Strong understanding of financial markets. This includes broad knowledge of investment solutions, equities, fixed income, and alternatives.
- Undergraduate or graduate degree in a relevant field, e.g. economics, finance, data science, engineering, math
- Completion of the Chartered Financial Analyst (CFA) program. Chartered Alternative Investment Analyst (CAIA) program desirable
- 5+ years of relevant experience
- Works well with minimal supervision
- Required core technical skills: Bloomberg, Python, SQL, Excel, VBA
- Extremely detail-oriented with an ability to produce high quality work
- Strong written and verbal communication skills
- Ability to prioritize and simultaneously manage multiple responsibilities
- Experience with portfolio construction and analysis
- Experience with any of the following is an asset: quantitative strategies, optimization, factor models
Don’t meet all the requirements on the list?
A resume only goes so far in expressing who you are and the unique perspectives you bring. If you believe your skills and experience align with the role—but you might not check all the boxes—we want to hear from you. We encourage candidates from all work backgrounds, equity-seeking communities and experience levels to apply. If you’re seeking a career where your drive, perspective and growth are celebrated, we want to hear from you.
We’re dedicated to building a workforce reflective of those within our communities, and a culture where our team members are equipped with what they need to succeed—their way. Part of creating an inclusive workplace is recognizing our role in advancing Truth and Reconciliation. We are committed to meeting and exceeding the standards set out in the Partnership Accreditation in Indigenous Relations program created by the Canadian Council for Aboriginal Business.
What happens next?
If you are shortlisted, you’ll hear from us after the posting closes. Check out our How We Hire page to learn more about our hiring process. If you need any accommodations throughout this process, please let us know at talentteam@atb.com
Stay in touch
We’re excited that you’re interested in a career with ATB. Follow us on LinkedIn, Facebook and Instagram to learn more about what our team is up to.