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SENIOR ADVISOR, STRATEGIC AND DIGITAL COMMUNICATIONS
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- Full-time
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- Full-time
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Lead, WELLTrust Consent & Patient Experience Program
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- $115,000 to $135,000 CAD / year
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Analyst, Investment Research and Solutions
ATB
Toronto, ON · Edmonton, AB · Calgary, AB
- Full-time
This role works in close partnership with the Senior Manager, Investment Research and Solutions, taking day-to-day functional direction to ensure operational execution and research…
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Senior Technical Specialist
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Training Specialist - Senior
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ATB

Analyst, Investment Research and Solutions

Toronto, ON, Canada
Edmonton, AB, Canada
Calgary, AB, Canada

Please note the Base Salary Range for this position is: $73,680 – $101,310 annually, The Market Reference rate is: $92,100 annually. · Full-time

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Job details

Pay: Please note the Base Salary Range for this position is: $73,680 – $101,310 annually, The Market Reference rate is: $92,100 annually.
Job type: Full-time
Experience: Bachelor's degree in Finance, Economics, Business, or a related field; 1-2 years of professional experience (relevant co-op or internship experience will be considered).
Posting language: English
Posted: Nov 6, 2026

Original job description

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

We are actively seeking a highly motivated, detail-oriented, and ambitious individual to join our dynamic Product team in a full-time capacity as an Analyst, Investment Research and Solutions. This role is situated within the Investment Manager Research segment, offering an exceptional foundation for a recent graduate or early-career professional looking to build a career in investment management research and analytics.

The ideal candidate will bring experience in financial services or investment management. This position requires a solid foundational understanding of investment products, market research methodologies, and quantitative analysis.

This position offers a strong growth opportunity to support the execution, ongoing maintenance, and data administration of our proprietary research tools and platforms. The successful candidate will be responsible for supporting quantitative data collection, peer performance attribution, and research reporting to directly assist our investment advisory and portfolio management teams. The role encompasses analytical support for strategic research projects and competitive intelligence in a collaborative environment.

This role works in close partnership with the Senior Manager, Investment Research and Solutions, taking day-to-day functional direction to ensure operational execution and research deliverables are aligned with the team's broader strategic initiatives.

Accountabilities

The Analyst, Investment Research and Solutions will contribute across a range of core research, reporting, and analytical functions. Key responsibilities include:

Manager Due Diligence & Monitoring Support: Assist in conducting research, quantitative screening, qualitative evaluation, and ongoing monitoring of external investment managers and sub-advisors. Prepare initial due diligence summaries and attribution materials for review.
Product Intelligence & Positioning: Support the development of product positioning, key messaging, and presentation content based on market research and peer group analysis.
Analytical Support & Reporting: Maintain investment databases, build recurring reporting suites, and conduct quantitative analysis to support investment committee decisions and product development efforts.
Product Solutions Initiatives/ Projects: Provide analytical support and research input for strategic product initiatives, ensuring alignment with the firm’s investment strategy. Assist with ongoing maintenance, content updates, and operational support as required.

Skills, experience & requirements

Bachelor's degree in Finance, Economics, Business, or a related field; 1-2 years of professional experience (relevant co-op or internship experience will be considered).
Foundational knowledge of investment manager due diligence, portfolio analysis, and market metrics.
Strong analytical and quantitative skills, with working knowledge of investment research tools (e.g., Morningstar, Bloomberg, or eVestment) and advanced Excel proficiency.
Excellent written and verbal communication skills with strong attention to detail.
Excellent written and verbal communication skills, particularly in developing clear and compelling product positioning and documentation.
CFA Level 1 candidate or interest in pursuing the CFA designation preferred.
Ability to manage multiple complex projects simultaneously and meet tight deadlines.

Salary Range

Please note the Base Salary Range for this position is: $73,680 – $101,310 annually, The Market Reference rate is: $92,100 annually.

**Placement within the range is dependent upon an evaluation of the candidate’s experience, education, and specialized skills.**

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.

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More about this job

Responsibilities

The analyst will support investment manager due diligence, quantitative screening, and qualitative evaluation of external managers. They are also responsible for maintaining investment databases, preparing reporting suites, and providing analytical support for strategic product initiatives.

Requirements

Candidates must hold a bachelor's degree in Finance, Economics, Business, or a related field with 1-2 years of professional experience. Strong quantitative skills, proficiency in investment research tools, and advanced Excel capabilities are required.

Skills

Investment research
Quantitative analysis
Financial services
Market research
Due diligence
Portfolio analysis
Data administration
Performance attribution
Competitive intelligence
Excel
Morningstar
Bloomberg
eVestment
Investment management
Reporting
Communication

Visa sponsorship

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Keywords

Investment Research
Investment Management
Quantitative Analysis
Due Diligence
Portfolio Management
Market Research
Financial Services
Data Collection
Performance Attribution
Competitive Intelligence
Excel
Morningstar
Bloomberg
eVestment
CFA
Investment Advisory
Product Intelligence
Strategic Research
Reporting
Investment Committee

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