Investment Product Analyst

Enoch Wealth is a registered Exempt Market Dealer (EMD) with the BC and Ontario Securities Commissions founded in 2015. Enoch has provided investment services to thousands of high-net-worth clients in Canada. As one of the top EMDs in Canada, we have an advisory team of more than 60 professionals and a robust platform with strong processes, compliance procedures, technology, and research teams that are industry-leading.

As a part of the Product team, we are seeking an Investment Product Analyst to join us and help us expand our investment product offerings. As an Investment Product Analyst, you will be responsible for conducting due diligence on investment products and asset managers. You will work closely with the Product Manager to identify and evaluate potential investment opportunities and ensure that our investment products meet our clients’ needs.

Responsibilities

• Conduct research and analysis on potential investment products, including gathering data and financial information to assess their viability and suitability for our clients’ needs.
• Prepare investment product summaries and presentations to assist the Product Manager in presenting to the Investment Committee.
• Review and analyze existing investment products, including their performance and risk profiles, and provide recommendations for changes or improvements.
• Conduct market research and stay up-to-date on industry trends and developments to inform investment product strategy.
• Assist the Product Manager in coordinating with asset managers and third-party service providers to ensure compliance with investment guidelines and regulations.
• Contribute to the development and implementation of investment product marketing initiatives to drive sales and improve product awareness.
• Assist the Product Manager in preparing for internal product training seminars by gathering necessary information and data, writing investment product summaries, and coordinating with internal stakeholders.

Qualifications

• Bachelor’s degree in finance, accounting, economics, or related field.
• Minimum of 1 years of experience in equity research, asset management, or related field.
• Strong analytical skills and attention to detail.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Proficiency in Microsoft Office Suite and experience with investment research databases.
• Ability to prioritize and manage multiple projects simultaneously.
• Bilingual in English and Mandarin will be a plus.

Job Type: Full-time

Salary: $60,000.00-$75,000.00 per year

Benefits:

• Company events
• Dental care
• Extended health care
• Paid time off
• Tuition reimbursement
• Vision care

Flexible Language Requirement:

• French not required

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Vancouver, BC V6P 6G5: reliably commute or plan to relocate before starting work (required)

Education:

• Bachelor’s Degree (preferred)

Experience:

• Financial Analyst (preferred)

Language:

• Mandarin/Cantonese (preferred)

Work Location: In person