Investment Database Analyst

We are looking for an Investment Database Analyst for an existing vacancyon our Proposal and Database Team. If you enjoy learning about different investment products, find it exciting to win new business, and thrive in a fast-paced environment, then consider joining our team. You will be part of a group of energetic, social individuals who work as a team and want to succeed! Our offices currently operate on a hybrid model with a combination of in-office and remote working days throughout the week.

What You Will Do

• Manage and maintain investment strategy and firm profiles across external consultant databases, ensuring information is accurate, complete and current across CC&L Financial Group affiliates.
• Conduct regular reviews and audits of database profiles to identify and resolve data inconsistencies, gaps and outdated information.
• Analyze consultant database screening activity and market data to identify trends, assess product positioning and competitiveness, and provide insights into how CC&L Financial Group strategies compare with peers and consultant search criteria.
• Identify opportunities to improve, standardize and automate database processes, helping increase efficiency, consistency and data quality.
• Complete surveys and other information requests from prospects and other external audiences.
• Support RFPs, DDQs and consultant questionnaires by providing and validating investment database information and ensuring consistency across external materials.
• Maintain supporting documentation, reporting and tracking tools required to manage database coverage, updates and data quality.

What You Bring

• Degree inFinance or similar and a genuine interest in the investment industry.
• 2-3 years of experience in an institutional investment firm, bank or trust company will be beneficial to your success
• Time management, project management and attention to detail are some of the skills required to be successful in this role
• Completion of relevant industry courses would also be an asset.
• Strong verbal and written communication skills and ability toarticulate yourself clearly and work well with others to resolve complex issues
• Strong team player andcommitted to contributing and supporting a team of like-minded individuals who are driven and have high standards.
• A continuous-improvement mindset with an interest in identifying opportunities to streamline, standardize and automate processes.
• Strong proficiency with Microsoft Office applications.
• Previous experience working with databases such as eVestment, Callan, Morningstar or Wilshire would be beneficial.
• Familiarity with Omni Complete, AI tools and other emerging technologies is considered an asset,

The expected base salary range for this position is $68,000–$80,000. The midpoint represents our general market target for a fully qualified and experienced individual performing the role. Actual starting salary may fall below or above the midpoint depending on the candidate's relevant experience, skills and qualifications, as well as internal equity considerations. Further questions may be directed to the HR team during the interview process. 

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