Manager Investment Research and Solutions

At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID). Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care, high-performance culture, upheld by the three commitments we make to our team members: Impact in action: No matter where you are in the organization, you're empowered to make an impact in the lives of our clients and communities. Thrive together: We want you—the unique, authentic you—to feel safe and celebrated at work. We're on a continuous journey to build the most flexible and inclusive programs. Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development. ## About the role We are actively seeking a highly motivated, seasoned, and results-oriented individual to assume a pivotal role within our dynamic Product team. This critical position is specifically situated within the Investment Manager Research segment, an area central to our strategic success and client offerings. The ideal candidate will bring experience in the financial services or investment management industry. This role requires an understanding of investment manager research methodologies, and the landscape of investment managers. This position offers an opportunity to support the execution, development, and administration of our proprietary research tools and platforms. The successful applicant will be responsible for ensuring our research capabilities remain best-in-class and directly support the needs of our investment advisory and portfolio management teams. The role will also encompass execution support for intricate research projects and strategic initiatives, including providing analytical support. The ideal candidate thrives in a multi-functional environment and possesses a deep understanding of investment products and the competitive landscape. This role is deeply integrated within the team and works in close partnership with the Senior Manager, Investment Research and Solutions, taking day-to-day functional direction from the Senior Manager to ensure operational execution is fully synchronized with the team's broader strategic initiatives. ## Accountabilities The Manager, Investment Research and Solutions is pivotal to the team's success, encompassing a broad range of strategic and analytical duties. Key responsibilities include: * Manager Due Diligence and Selection: Conduct research, quantitative screening, and qualitative evaluation, and ongoing monitoring of external investment managers and sub-advisors. This includes conducting site visits, analyzing performance attribution, and preparing comprehensive due diligence reports for the Investment Committee. * Product Positioning and Messaging: Assist in the development of product positioning, key messaging, and sales narratives based on thorough market research and competitive intelligence. * Analytical Support, Oversight and Data Insight: Utilize quantitative and qualitative data to support decision-making, including Prepare and maintain data reports and assist in peer group analysis, and generating insights to guide development efforts. * Product Solution Scoping: Support the team by providing research-based insights and data to help define product concepts and solutions, ensuring alignment with the firm's overall investment philosophy and strategic objectives. ## Skills, experience & requirements * 3-5 years of progressive experience in investment manager research, product development/ management, or manager research. * Demonstrated proficiency in investment manager due diligence, monitoring, and selection processes. * Strong analytical and quantitative skills with proficiency in investment research and performance platforms (e.g., eVestment, Morningstar, and Bloomberg). * Proven ability to support the execution of strategic product research projects. * Excellent written and verbal communication skills, particularly in developing clear and compelling product positioning and documentation. * Bachelor's degree in Finance, Economics, or a related field; CFA or relevant advanced degree preferred. * Ability to manage multiple complex projects simultaneously and meet tight deadlines. Don’t meet all the requirements on the list? A resume only goes so far in expressing who you are and the unique perspectives you bring. If you believe your skills and experience align with the role—but you might not check all the boxes—we want to hear from you. We encourage candidates from all work backgrounds, equity-seeking communities and experience levels to apply. If you’re seeking a career where your drive, perspective and growth are celebrated, we want to hear from you. We’re dedicated to building a workforce reflective of those within our communities, and a culture where our team members are equipped with what they need to succeed—their way. Part of creating an inclusive workplace is recognizing our role in advancing Truth and Reconciliation. We are committed to meeting and exceeding the standards set out in the Partnership Accreditation in Indigenous Relations program created by the Canadian Council for Aboriginal Business. What happens next? If you are shortlisted, you’ll hear from us after the posting closes. Check out our How We Hire page to learn more about our hiring process. If you need any accommodations throughout this process, please let us know at talentteam@atb.com Stay in touch We’re excited that you’re interested in a career with ATB. Follow us on LinkedIn, Facebook and Instagram to learn more about what our team is up to.