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Added 6 hours ago
M
Senior Full Stack Java Engineer - Workforce Management (WFM)
Miratech
Canada
- Full-time
We are looking for a Senior Full Stack Engineer to join the Workforce Management product stream and build enterprise-scale solution supporting forecasting, capacity planning, scheduling,…
Added 8 hours ago
FO
Finance Manager, Operations
Federation of Canadian Municipalities
Ottawa, ON · Hybrid - Ottawa
- Full-time
…Receivable (AR), corporate credit card administration, and CRM-ERP related financial integrations. The role provides financial leadership and operational support through budget development,…
Added 8 hours ago
FO
Senior Director, Enterprise Technology Services
Federation of Canadian Municipalities
Ottawa, ON · Hybrid - Ottawa
- Full-time
Reporting to the Chief Operating Officer, the Senior Director, Enterprise Technology Services provides enterprise leadership for FCM's technology strategy, digital platforms, cybersecurity,…
Added 8 hours ago
FO
Data Advisor
Federation of Canadian Municipalities
Ottawa, ON · Hybrid - Ottawa
- Full-time
…using Power BI, the customer relationship management database (CRM) and the grants and loans management system (GLMS), that support better program delivery, monitoring, and…
Added 8 hours ago
R
Senior Automation Specialist
REWORKIO
Remote, Canada
- $50,000 to $100,000 USD / year
- Full-time
- Remote
…LangChain, AutoGPT), APIs & Webhooks, No-code/Low-code tools, CRM platforms (HubSpot, Salesforce), and basic scripting (Python,…
Added 9 hours ago
MC
Technical Consultant III (35732)
Myticas Consulting
Toronto, ON
- Full-time
Technical Consultant III (Software Engineer, Senior/Lead)
Added 11 hours ago
AS
Senior Fiserv DNA Developer / Integration Consultant
Aequilibrium Software Inc.
Remote, Canada
- $70 to $90 CAD / hour
- Contract
- Remote
…capabilities with digital banking platforms, lending systems, CRM, payments and other third-party…
Added 1 day ago
FF
Senior Customer Engagement Representative (Senior Business Development Representative)
Forward Financing
Remote, Canada
- Full-time
- Remote
We are seeking a Senior Customer Engagement Representative who is focused on winning back previous clients with a paid in full balance and re-engaging them as clients. We are looking for a…
Added 1 day ago
R
VP, Business Development - Canada
ReVisionz
Calgary, AB
- Full-time
The VP, Business Development operates as a senior individual contributor who spends much of their time in the field, meeting prospects and clients face to face. The role has no direct…
Added 1 day ago
R
Director, Business Development - Canada
ReVisionz
Remote, Canada
- Full-time
- Remote
Opportunity Qualification: Qualify opportunities early on fit, budget, timing and decision process, and keep lead and deal records accurate and current in the CRM.
Added 1 day ago
R
VP, Business Development - Canada
ReVisionz
Remote, Canada
- Full-time
- Remote
The VP, Business Development operates as a senior individual contributor who spends much of their time in the field, meeting prospects and clients face to face. The role has no direct…
Added 1 day ago
R
Director, Business Development - Canada
ReVisionz
Calgary, AB
- Full-time
Opportunity Qualification: Qualify opportunities early on fit, budget, timing and decision process, and keep lead and deal records accurate and current in the CRM
Added 1 day ago
R
Manager, Business Development - Canada
ReVisionz
Remote, Canada
- Full-time
- Remote
Opportunity Qualification: Qualify opportunities early on fit, budget, timing and decision process, and keep lead and deal records accurate and current in the CRM.
Added 1 day ago
R
Manager, Business Development - Canada
ReVisionz
Calgary, AB
- Full-time
Opportunity Qualification: Qualify opportunities early on fit, budget, timing and decision process, and keep lead and deal records accurate and current in the CRM
Added 1 day ago
GL
Senior Mortgage Underwriter
Gold Lion Mortgages Inc
Calgary, AB
- Full-time
…operate as a agile, high-performing team, and we are adding a Senior Mortgage Underwriter to own the credit side of our…
Added 1 day ago
J
SME Commercial Team Lead | Hybrid
JobsMedia.io
Brampton, ON
- Full-time
This is an excellent opportunity for a senior Commercial Lines professional who enjoys working with clients, supporting brokers, and helping develop a team.
Added 1 day ago
J
Senior Commercial Underwriter
JobsMedia.io
Toronto, ON · Scarborough, ON
- Full-time
We're recruiting a Senior Commercial Underwriter for a growing specialty insurance organization with a strong reputation in the Canadian market.
Added 1 day ago
TL
CTO (Chief Technology Officer)
Total Life, Inc.
Remote, Canada
- Full-time
- Remote
Integrate marketing technology. You will connect the platform to our growth engine, including attribution, CRM, messaging, conversion funnels and paid acquisition data, so that marketing…
Added 1 day ago
SM
RQ11667 – Business Analyst – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a Senior Business Analyst with strong experience in business analysis, requirements gathering, process modelling, workflow optimization, database analysis, and stakeholder…
Added 1 day ago
SM
RQ11657 – Software Developer – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a Senior Software Developer / Technical Lead with extensive experience in enterprise application development, Microsoft Dynamics 365, Power Platform, Azure, Dataverse, Java,…
Added 1 day ago
SM
RQ11658 – Software Developer – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a Senior Software Developer with strong technical leadership and hands-on experience in enterprise application development, Microsoft Dynamics 365, Power Platform, Azure,…
Added 1 day ago
E
Sales Consultant - Full Time - Village on the Ridge (RET)
Extendicare
Chatham-Kent, ON · RET - Village on the Ridge
- Full-time
Proficiency with common business applications, including CRM systems.
Added 1 day ago
T
Elevated Support Senior Specialist
Teleperformance
Toronto, ON · TPCA Toronto
- $23.43 CAD / hour
- Full-time
Advertised as: Elevated Support Senior Specialist
Added 1 day ago
NB
Senior Administrative Agent
National Bank of Canada
Victoria, BC
- Full-time
A career as a Senior Administration Agent in the Real Estate Finance team at National Bank means acting as a loan administration specialist. It is through your ability to support your…
Added 2 days ago
SH
Business Development Specialist
Senior Helpers Vancouver
Vancouver, BC
- $50,000 CAD / year
- Full-time
Identify all local influence centers (hospitals, senior living communities including independent, assisted, memory care, rehabilitation, respite care, hospice, home health, physician…

Oak Hill Financial

Analyst, Fund Marketing and Operations

Toronto, ON, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Apr 6, 2027
Experience: Minimum of 3-5 years of relevant experience, including in fund marketing, operations, or a related field.
Posting language: English
Posted: Oct 8, 2026

Original job description

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

Apply About employer

More about this job

Responsibilities

Develop and distribute fund marketing materials, communicate investment merits, organize investor events, and respond to investor and dealer inquiries. Analyze fund performance and risk, support sales tracking and day-to-day fund operations, and contribute to fund formation and business development.

Requirements

Requires 3–5 years of relevant experience, including experience with alternative asset management strategies, and a bachelor’s or master’s degree, preferably in finance, accounting, economics, or a related discipline. Candidates should understand asset management and retail wealth advisory, communicate effectively, and be proficient in Microsoft Office; Salesforce, Bloomberg, CFA studies, graduate education, and French fluency are assets.

Skills

Fund Marketing
Fund Operations
Investment Fund Analysis
Marketing Communications
Investor Relations
Event Organization
Investor and Dealer Support
Dealer Onboarding
Risk and Performance Analysis
Sales Data Analysis
CRM Management
Business Development
Microsoft Excel
Microsoft Word
Microsoft PowerPoint
Bloomberg

Visa sponsorship

Not detected in the job text

Keywords

Fund Marketing
Fund Operations
Asset Management
Alternative Asset Management
Merger Arbitrage
Long-Short Strategies
Global Macro
Multi-Strategy Funds
Investor Relations
Retail Wealth Advisory
Fund Formation
Investment Performance
Fund Risk Analysis
Benchmark Analysis
Marketing Materials
Investor Communications
Dealer Onboarding
Webinars
Roadshows
Sales Data
CRM
Salesforce
Bloomberg
Microsoft Excel
Microsoft Word
Microsoft PowerPoint
CFA
Finance
Accounting
Economics

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