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Senior Investment Funds Analyst

Company Info:

As one of the world's leading asset managers, we are solely dedicated to delivering an investment experience that helps people get more out of life. If you're looking for challenging work, smart colleagues, and a global employer with a social conscience, explore your potential at Invesco.

Toronto, Ontario
Posting Closing Date:
December 29, 2021
Employment Type:
Contract Type:
Job Description:

Your Role:

The Senior Product Analyst for the Americas Competitive Research unit will participate in a variety of investment and product-related research projects and initiatives. Responsibilities for the role include but are not limited to supporting Canadian retail and NA Institutional distribution channels in product-related inquiries along with providing competitive intelligence to various internal business partners. The successful individual will also maintain and enhance production of selected recurring reports.

Job Responsibilities:

You will be responsible for:

  • Support Canadian retail and NA Institutional distribution channels in product-related inquiries
  • Support Canadian Retail, Sub advised, SMA and North American institutional sales efforts through direct and indirect product work
  • Provide relevant and thorough information related to investment performance, process, positioning, and characteristics. Typical examples include (i) Assisting Consultants of all levels in competitive or complementary sales efforts; (ii) Assisting Wealth Management Intermediaries with product placement at broker/dealers; (iii) Assessing competitors for institutional sales opportunities and predatory marketing programs
  • Work directly with client-facing sales professionals in the development of supporting materials and information, with a particular emphasis on focus products that supports Invesco’s growth initiatives

Provide competitive intelligence to various internal business partners

  • Support Product Managers and Client Portfolio Managers in identifying and tracking key competitors and uncovering potential takeover opportunities
  • Assist Invesco’s product development efforts by providing research on peer group construction, historical performance, and pricing-related information
  • Support Invesco’s strategic planning efforts by producing analysis on overall competitive position, identification of key trends, and strengths/weaknesses of specific products

Maintain production of selected recurring reports

  • Facilitate the production of Marketing-related communications, both product and capital market specific
  • Support Institutional and Wealth Management Intermediaries with regular and ad-hoc reporting requirements
  • Provide product performance reporting for Invesco Canada to supplement what is provided by the Performance Measurement, Analytics, and Reporting team
  • Constantly look for opportunities to enhance content and efficiency of report production

Proficient use of third-party databases and research tools:

  • Understand the full functionality of available research tools covering mutual funds, exchange-traded funds (ETFs), managed accounts, and other retail vehicles as well as institutional investment strategies
  • Utilize expertise on third-party databases for ongoing and ad hoc competitor and market research, pairing the right tool(s) with each request
  • Assist and/or coordinate with product-related questions on Request for Proposals (RFPs)
  • Partner with third-party vendors for new product setups and communication changes to products as needed


  • Completion of a Bachelor’s degree in Mathematics, Finance, Economics, Marketing or a related field is required
  • Approximately 7-10 years of experience in the financial services industry is necessary to successfully perform the responsibilities of this position
  • Highly proficient in Excel, Power BI and strong understanding of VBA; proficient in Word and PowerPoint
  • Any experience with research databases and software systems is considered a plus (e.g. Morningstar Direct, Bloomberg, Zephyr StyleADVISOR, Strategic Insight, IFIC, Style Analytics, eVestment, and/or Mercer Insight)
  • Excellent verbal and written communication skills
  • Strong organizational skills; ability to establish priorities and meet deadlines
  • Possess spirit of continuous improvement
  • Use of technology to maximize efficiency
How to Apply:

Join Our Talent Network (

Additional Information:

What’s in it for you?

Our people are at the very core of our success and we strive to provide employees with a competitive total rewards package which includes:

  • RRSP Contributions
  • Health & Wellness Benefits
  • Work flexibility Programs
  • Parental Leave Benefits
  • Study Support

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.

Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non-discrimination in employment.