Analyst, Fund Marketing and Operations
Join a high-performing team providing Canadian investors with access to top global asset managers through an established asset management fund formation and distribution platform. Based in Toronto (in-office), the Analyst, Fund Marketing and Operations will play a strategic role in the marketing and operations of differentiated, top-tier investment funds including helping to strategically communicate the investment merits of these products through a holistic marketing approach.
Who We Are
Oak Hill Financial is Canada’s preeminent investor relations, corporate advisory, and asset management distribution firm. We partner with prominent global asset managers as well as high-quality publicly-traded and private companies to systematically drive increased investor awareness, engagement, and interest through strategic, tailored marketing. Backed by an experienced team of seasoned, high-pedigree capital markets professionals, we are diligently focused on helping our clients achieve their strategic goals.
Job Description
The Analyst, Fund Marketing and Operations is an intermediate level position responsible for supporting the Oak Hill leadership team and sales team with a variety of responsibilities as described below.
The role will be based in Toronto and will require the individual to work in-office. This role offers significant exposure to Oak Hill’s senior leadership, global asset management firms, and other prominent asset management industry stakeholders, with a path for advancement as Oak Hill continues to grow. Compensation will be competitive and commensurate with experience.
Responsibilities
- Creating and refining key messaging on the merits of Oak Hill’s funds;
- Preparation and dissemination of Fund marketing documents (presentations, fact sheets, etc.);
- Organization and marketing of asset management webinars, roadshows, and other events;
- Responding to investor and dealer inquiries regarding Oak Hill’s funds, including supporting dealer onboarding for funds;
- Act as a resource for Oak Hill’s asset management wholesalers with respect to fund-related inquiries;
- Conducting analysis of fund risk and performance attributes relative to peers and benchmarks;
- Support the tracking and analysis of sales and other relevant data in Oak Hill’s CRM;
- Support the day-to-day operations of Oak Hill’s funds, as needed;
- Support the formation of new Oak Hill funds, business development initiatives, and other opportunities to contribute to the overall growth of Oak Hill Financial;
- Other ad hoc projects, as required.
Who You Are
- High-achiever: A track-record of superior performance in professional, academic, and extracurricular activities.
- Strategic: Able to think critically to deliver incremental value across Oak Hill Financial and aren’t afraid to challenge the status quo.
- Detail-oriented: Attention to detail and willingness to take ownership of projects and key areas of responsibility.
- Quick learner: Can quickly gain an understanding of complex asset management strategies and distill multifaceted ideas into compelling messaging.
- Organized: Able to manage and prioritize multiple projects with overlapping timelines.
- Passionate: Desire to learn quickly, continuously improve, and contribute to the overall success of a rapidly growing financial services firm.
Qualifications
- Minimum of 3-5 years of relevant experience, including in fund marketing, operations, or a related field.
- Previous experience with alternative asset management strategies, such as merger arbitrage, long-short, global macro, and multi-strategy funds.
- Completion of a Bachelor’s or Master’s degree, with a preferred focus on finance, accounting, economics, or a related discipline.
- Strong understanding of the asset management industry and retail wealth advisory.
- Strong oral and written communication skills.
- High proficiency in Microsoft Office suite, including Excel, Word, PowerPoint.
Additional Preferences
- Previous experience with Salesforce or a similar CRM platform;
- Previous experience with Bloomberg;
- Pursuit of CFA Charter and/or completion of a graduate degree in a related field (MBA, Master of Finance);
- French fluency considered an asset, but not a necessity
