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Data Associate Jobs in Quebec (NOW HIRING)

Investment Analyst/Associate Portfolio Manager - PM program and Managed Program Trading Role ... Respond to daily inquires from advisors * Assist the Portfolio Manager with adhoc data pulls, quick ...

Data Analytics - Discovers, interprets and communicates qualitative and quantitative data; determines conclusions relying on knowledge of business or functional frameworks; simultaneously applies ...

Data Analytics - Discovers, interprets and communicates qualitative and quantitative data; determines conclusions relying on knowledge of business or functional frameworks; simultaneously applies ...

Data Analytics - Discovers, interprets and communicates qualitative and quantitative data; determines conclusions relying on knowledge of business or functional frameworks; simultaneously applies ...

Data Analytics - Discovers, interprets and communicates qualitative and quantitative data; determines conclusions relying on knowledge of business or functional frameworks; simultaneously applies ...

... Associate to help create them. This person will sit at the front line of our revenue motion ... Keep activity, notes, and pipeline data accurate and current in our CRM. Bring the Market Back In

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Data Associate information

What is the role of a data associate?

A data associate is responsible for collecting, organizing, and maintaining data within databases or systems. They often verify data accuracy, perform data entry, and support data analysis tasks using tools like Excel or database management software. Attention to detail and strong organizational skills are essential for this role.

Can I be a data analyst with no experience?

Data analyst roles typically require some knowledge of data analysis tools like Excel, SQL, or Python, and understanding of data visualization. While prior experience is often preferred, entry-level positions may be available for candidates with relevant skills, certifications, or coursework. Building a portfolio of projects can also improve chances of securing a data analyst position without formal experience.

What is the difference between Data Associate vs Data Analyst?

AspectData AssociateData Analyst
Required CredentialsBachelor's degree in related field, basic data handling skillsBachelor's or higher, often with specialized training in data analysis or statistics
Work EnvironmentData entry, data cleaning, supporting data management teamsAnalyzing data, creating reports, interpreting data trends
Employer & Industry UsageCommon in healthcare, finance, and tech companies for data support rolesUsed across industries for data-driven decision making

Data Associates focus on data entry, cleaning, and supporting data management tasks, often requiring basic technical skills. Data Analysts perform deeper analysis, interpret data, and generate insights, typically needing more advanced analytical skills. Both roles are essential in data-driven organizations but differ in complexity and responsibilities.

What are the top 3 skills for a data analyst?

For a data analyst, key skills include proficiency in data manipulation and analysis tools like Excel, SQL, and statistical software such as R or Python. Strong analytical thinking, attention to detail, and the ability to communicate insights effectively are also essential. Familiarity with data visualization tools like Tableau or Power BI enhances their ability to present findings clearly.

What are Data Associates?

Data Associates are professionals who collect, manage, process, and ensure the quality of data within an organization. They often work with databases, spreadsheets, and software tools to organize and validate data, making it accessible and accurate for analysis and reporting. Data Associates may also assist with data entry, cleaning, and basic analysis tasks, supporting teams like data analysts or data scientists. Their work is crucial for maintaining reliable information that drives business decisions.

Is 40 too late for data science?

Age is not a barrier to becoming a data associate or transitioning into data science. Many professionals successfully switch careers or start new roles later in life by acquiring relevant skills such as programming, statistics, and data analysis, often through online courses or certifications. Employers value experience and skills over age, and continuous learning can help you stay competitive in the field.

What are the key skills and qualifications needed to thrive as a Data Associate, and why are they important?

To thrive as a Data Associate, you need strong analytical skills, attention to detail, and a solid foundation in data management or statistics, often supported by a bachelor's degree in a related field. Familiarity with data analysis tools such as Excel, SQL, and sometimes Python or data visualization software is commonly required. Excellent organization, problem-solving abilities, and effective communication help individuals stand out in this role. These skills ensure accurate data handling, reliable reporting, and clear collaboration across teams, which are critical for data-driven decision-making.

How does a Data Associate typically collaborate with other teams within an organization?

Data Associates frequently work alongside analysts, engineers, and business stakeholders to ensure data accuracy and accessibility. They may be responsible for gathering data from various sources, cleaning datasets, and supporting the data needs of other departments. Effective communication and teamwork are essential, as Data Associates often receive requests for reports or data updates and must coordinate with technical and non-technical colleagues to deliver actionable insights. This collaborative environment helps Data Associates learn about different business functions and can open doors for career growth.
What are the most commonly searched types of Data jobs in Quebec? The most popular types of Data jobs in Quebec are:
What are popular job titles related to Data Associate jobs in Quebec? For Data Associate jobs in Quebec, the most frequently searched job titles are:
What job categories do people searching Data Associate jobs in Quebec look for? The top searched job categories for Data Associate jobs in Quebec are:
What cities in Quebec are hiring for Data Associate jobs? Cities in Quebec with the most Data Associate job openings:

Associate Portfolio Manager

HollisWealth

Montreal, QC • Hybrid

Full-time

Posted 28 days ago


Job description

Job Description

Investment Analyst/Associate Portfolio Manager - PM program and Managed Program Trading

Role Summary

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.

Main Duties & Responsibilities

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.

Education & Qualifications

  • 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.

Experience

  • Minimum of five years of experience in the Canadian wealth or asset management industries

Specific Skills & Abilities

  • Potentially minor travel

Specificities

  • Occasional Travel for Business Meetings

  • Hybrid working

The base salary for this role is between $110, 000 - $120, 000 annually.

Location(s)Toronto / 26 Wellington Street EastOther Possible Location(s)Montreal / 1981 McGill College Avenue
CompanyiA Private Wealth Inc.Posting End Date2026-07-13Company 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.