Investment Product Analyst

PenderFund Capital Management Ltd (“Pender”) is an independent, employee-owned, value-based investment firm founded in 2003. We are one of the fastest growing investment firms in Canada, and our goal is to be the first choice for investors looking to protect and grow their capital. We have grown from a couple of people with a passion for investing into a diverse and inclusive workplace of over 90 people by seeking out and hiring the most qualified, talented and experienced people.

This is an exciting opportunity to support the development of our firm. We are seeking a Product Analyst based in our Vancouver office who will be a key contributor within our expanding Product Area. This is a cross functional role that will work closely with the Investment, Marketing and Sales teams to enhance our fund positioning and go to market planning. We are looking for a thoughtful, articulate, results-oriented and collaborative professional who will develop industry leading go to market strategies in alignment with the firm’s brand attributes, overall marketing strategy and business goals. This role will play a key part in raising awareness and supporting strong relationships with fundamental, long-term investors.

Main Responsibilities include:

• Work in partnership with Sales, Marketing and Investments in a cross functional capacity to contribute to Pender's Growth. At times the successful candidate will support sales, marketing, investment and product initiatives but also be mainly responsible for updating content on a timely basis.

The successful candidate will support four key functions:

• Sales team support
  • Work as part of a team to develop market and competitive positioning and fund messaging to clearly articulate product differentiation and value proposition to current and prospective clients.
  • Support inbound product inquiries and portfolio construction requests
• Marketing support
  • Collaborate with the Marketing and Sales teams to develop and deliver client responsive content marketing and sales collateral.
• Investment team support
  • Work with the Investment team leads to understand investment strategies, fund performance and key differentiators and translate the content into impactful messages and insights.
  • Ad hoc portfolio management support around competitive intelligence and relative positioning
  • Support PM presentation and commentary process
• Product strategy and development support
  • Contribute significantly to the design and execution of plans by researching market opportunities, competitive analysis, industry flows and trends.

Qualifications:

• 2+ years experience in roles related to developing investor communications, fund development and/or go to market strategies. Experience across public and private mandates would be preferred, but not required.
• Bachelor’s degree required. Progression in the CFA program is preferred, other financial designation an asset.
• Excellent written, oral, and presentation skills. Capable of producing high quality presentation materials and investment thought leadership content.
• Strong team player: excellent communication and collaboration skills and the ability to build rapport and trust with team members and stakeholders across Pender.
• Strong execution and process management experience with the ability to manage different priorities simultaneously and deliver in a fast-paced environment.
• Self-starter with the ability to work both independently and collaboratively and the drive to build and develop a business in an entrepreneurial, performance-oriented culture.

What’s in it for you? 

• Great compensation (competitive base and bonus) & benefits package which includes an employee RRSP matching program.
• Opportunities for ongoing professional development.

We are sharing that the estimated salary range for this position is $70,000 - $85,000 per year. In determining final salary, Pender considers many factors including the candidate’s qualifications, relevant experience, job responsibilities, market conditions, position location and internal equity. Our aim is to ensure fair compensation practices that align with industry standards while acknowledging the unique value and expertise each individual brings to the role. The final base salary for the offer will be presented as part of a competitive compensation package.

Our commitment to equity, diversity and inclusion:

Pender is committed to creating and maintaining a workplace that recognizes and values differences.  It is a core principle at Pender that an equitable, diverse and inclusive workplace simply makes us better. A diverse team with a range of knowledge and experience makes better decisions, which means better results for our stakeholders. We do not discriminate on any basis and welcome applications from all qualified individuals. When selecting candidates for employment, promotion, training or any other benefits, it is on the basis of aptitude and ability. Should you require any accommodation or have questions, please let us know.