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Associate Portfolio Analyst Jobs in Toronto, ON (NOW HIRING)

Colliers

Portfolio Intelligence Analyst

Toronto, ON · Hybrid

CA$95K - CA$110K/yr

The Portfolio Intelligence Analyst is responsible for producing trusted portfolio intelligence that ... Power BI Data Analyst Associate (PL-300) * Relevant Years of experience required to perform the ...

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Colliers

Portfolio Intelligence Analyst

Toronto, ON · Hybrid

CA$95K - CA$110K/yr

The Portfolio Intelligence Analyst is responsible for producing trusted portfolio intelligence that ... Power BI Data Analyst Associate (PL-300) * Relevant Years of experience required to perform the ...

New

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All JobsAssociate Portfolio Analyst JobsAssociate Portfolio Analyst Jobs in Toronto, ON

Associate Portfolio Analyst information

See Toronto, ON salary details

$22.4K

$74.6K

$137.9K

How much do associate portfolio analyst jobs pay per year?

As of Sep 5, 2026, the average yearly pay for associate portfolio analyst in Toronto, ON is $74,565.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,580.00 and $95,434.00 per year, depending on experience, location, and employer.

What does an associate portfolio analyst do?

An Associate Portfolio Analyst supports portfolio managers in analyzing and managing investment portfolios. Their responsibilities often include conducting research on markets and securities, monitoring portfolio performance, preparing reports, and assisting with investment strategy implementation. They use financial models and data analysis to provide insights and recommendations. This role is typically entry-level or early-career and is a stepping stone toward more senior investment positions.

What are the key skills and qualifications needed to thrive as an associate portfolio analyst, and why are they important?

To thrive as an Associate Portfolio Analyst, you need strong analytical skills, a solid understanding of financial markets, and a relevant degree such as finance, economics, or mathematics. Familiarity with portfolio management software, Bloomberg Terminal, and proficiency in Excel or data analysis tools is typically required. Attention to detail, effective communication, and the ability to work under pressure are vital soft skills for this role. These competencies ensure accurate portfolio analysis, informed investment decisions, and effective collaboration within investment teams.

How does an associate portfolio analyst typically collaborate with portfolio managers and other team members?

As an Associate Portfolio Analyst, you will work closely with portfolio managers by supporting research, preparing investment reports, and monitoring portfolio performance. Collaboration often involves attending regular team meetings, sharing market insights, and assisting in the implementation of investment strategies. You may also interact with risk analysts and client service teams to ensure portfolio alignment with client objectives and compliance requirements. Effective communication and teamwork are essential for success in this role.

What is the difference between Associate Portfolio Analyst vs Investment Analyst?

AspectAssociate Portfolio AnalystInvestment Analyst
Required CredentialsBachelor's degree, relevant certifications (e.g., CFA Level I)Bachelor's degree, often pursuing CFA or related certifications
Work EnvironmentSupportive team within asset management firms, assisting portfolio managersResearch-focused role, analyzing securities and market trends
Employer & Industry UsageCommon in asset management, mutual funds, and hedge fundsWidely used in investment banking, asset management, and research firms

The Associate Portfolio Analyst typically supports portfolio management teams by analyzing data and assisting in investment decisions, often with a focus on specific portfolios. Investment Analysts conduct in-depth research on securities and market conditions to inform investment strategies. While both roles require similar educational backgrounds and certifications, the Associate Portfolio Analyst tends to have a more operational support role, whereas Investment Analysts focus more on research and analysis.

Associate Portfolio Analyst jobs near you
Infographic showing various Associate Portfolio Analyst job openings in Toronto, ON as of August 2026, with employment types broken down into 1% As Needed, 68% Full Time, 29% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $74,565 per year, or $35.8 per hour.

Investment Analyst/Associate Portfolio Manager

Industrial Alliance Pacific

Toronto, ON • Hybrid

Full-time

Retirement, PTO

Posted 4 days ago

Job description

Job Description

Build the future with us

The Associate Portfolio Manager / Analyst will support multiasset trading, research, and portfolio management, executing trades, analyzing securities and alternative strategies, reviewing OMs, and contributing to portfolio construction, rebalancing, and performance/risk analysis. The role also works within the PM Program to support and evaluate iAPW's Portfolio Managers and APMs, providing highquality analytical insights and operational support across mandates.

What you'll accomplish with us?

PM Pools

  • Assist the Portfolio Manager in trading activity :

movements/net cash flows (redemptions and contributions, distributions, if any). Trade execution for PM pools, legacy SMA models

  • Conduct security research and evaluate managers/strategies.

  • Review Offering Memorandums and assessing alternative strategies' structure, risks, and return drivers.

  • Multiasset portfolio construction, rebalancing, and implementing from PM directives.

  • Conduct performance attribution, risk metrics analysis, and portfolio diagnostics.

  • Provide trade execution, order management, and maintaining accurate portfolio positioning.

  • Produce clear, concise investment reports, analytics, and recommendations for PMs.

  • Lead the development, review, and documentation of PM Pool KYP assessments in alignment with program standards.

PM Program

  • Respond to daily inquires from advisors

  • Assist the Portfolio Manager with adhoc data pulls, quick-turn analyses, presentation materials. Prepare, proof, and format documents, briefs, and presentations. Draft emails, circulate updates, and drive stakeholder followups to closure. Draft and distribute concise updates, meeting notes, and action summaries

  • Coordinate the Managed Account Committee agenda, applications and overall PM onboarding process

  • Manage the monthly PM supervision fee billing process by providing invoicing data to the Programs and Platforms Manager.

  • Supervision of the firm's APMs

  • Assess and report on the firm's Portfolio Managers' performance, including evaluation of returns, risk profiles, consistency of process, and adherence to mandate expectations.

What could accelerate your success in this role

We're looking for someone who:

  • Currently registered as Associate Portfolio Manager or Portfolio Manager with a securities regulator

  • Very strong investment acumen and understanding of portfolio construction principles

  • Experience in portfolio allocation, portfolio rebalancing, trade execution and reconciliation

  • Good knowledge of alternative investments (real estate, private equity, private debt, etc.)

  • Strong understanding of the Canadian full-service wealth management space

  • Undergraduate or graduate degree in finance or related fields

  • CFA or CIM designation

  • Must be fluent in English and French to communicate with advisors across the country

  • Strong technical skills in Excel, Bloomberg/FactSet (or equivalents), and portfolio analytics tools.

  • Excellent communication, attention to detail, and ability to operate in a fastpaced PM environment.

  • Intermediate proficiency in French, due to frequent interactions with French-speaking internal and external partners across Canada.

Why you'll love working with us?

A work environment where learning and development merge with a collective pursuit of excellence;

A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed;

The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces;

Competitive benefits: Flexible group insurance, competitive pension plan, stock purchase plan, vacation and wellness/personal development days, telemedicine, employee and family assistance program, ergonomic furniture program, performance bonus, discounts on iA products, and much more!

Apply now and get ahead of your career, where your talent really belongs!

Still unsure about applying?

At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply - your place might be with us, and we want to get to know you!

The typical hiring range for this position is between 110,000$ and 120,000$ CAD per year; the base salary offered may vary depending on knowledge, skills, years of experience, and internal equity related to the role. At iA, we are committed to offering a fair, equitable, and market-based compensation structure. Our market data is updated annually to reflect the most current market conditions.

Location(s)Montreal / 1981 McGill College AvenueOther Possible Location(s)Toronto / 26 Wellington Street East
CompanyiA Private Wealth Inc.Posting End Date2026-10-02Company Overview

iA Financial Group* is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we're a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it's by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we're invested in you.

* iA Financial group includes of the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privee de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rheaume et associes, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto Our Commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs.

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