Location: Americas

Fitch Learning is a leader in financial services training. With unrivaled breadth and depth, the company delivers learning solutions for apprentices, graduates, and those with 10+ years’ experience in Financial Services. Our offerings include expert faculty, e-learning, coaching, and blended assessments, improving individual and collective business performance. Fitch Learning is a Fitch Solutions company.

Working at Fitch Learning provides the opportunity to be part of a global leader in financial education, committed to delivering cutting-edge training solutions. You’ll collaborate with a team of experts dedicated to empowering professionals with the skills and knowledge needed to excel in the finance industry. By joining us, you’ll be at the forefront of innovation in professional education, contributing to impactful learning experiences that drive career advancement and industry success.

Fitch Learning is seeking an Inside Sales Senior Associate for the CQF (Certificate in Quantitative Finance) program. This individual contributor role is based in our Toronto, Canada office, with a corporate title of Senior Associate.

About The Team

The CQF (Certificate in Quantitative Finance) is the world’s largest quant finance qualification. As a CQF Inside Sales Senior Associate, you will be responsible for selling the CQF program to warm leads generated by the marketing team, and for independently generating business opportunities.

You may be a fit for our team if you are looking to:

• Earn a competitive base salary and benefits package, with 40% commissions for On Target Earnings—uncapped.
• Be a vital contributor to a thriving global sales team.
• Take full ownership of assigned sales leads in your region.

How You’ll Make An Impact

• Manage and grow your sales pipeline, primarily through phone sales, email, and LinkedIn messaging to marketing-generated leads.
• Sell complex solutions to a range of financial services professionals and aspiring professionals, including pitching to senior-level finance executives.
• Drive attendance at CQF online information sessions and leverage these sessions to generate sales.
• Build strong, value-added relationships with CQF alumni to generate referrals.
• Participate in and follow up with attendees from conferences and talks (both online and in London) organized by the CQF.
• Work collaboratively with the Marketing, Operations, and CQF Institute teams.
• Attend industry events and conferences as required.
• Track sales activity in key CRM systems.

You May be a Good Fit for this Role if:

• You have proven B2C experience in training or delegate sales.
• You are able to sell in a high-volume, metrics-driven environment.
• You possess excellent lead management skills.

What Would Make You Stand Out

• Proven experience selling technical “off-the-shelf” qualifications or training to individuals or corporate clients, preferable in the financial services industry.
• Proficiency in phone sales and videoconferencing (e.g., Zoom or similar platforms).
• Excellent presentation, conversational, and writing skills.

Why Choose Fitch

• Hybrid Work Environment:3 days per week in the office; 2 days remote
• A Culture of Learning & Mobility: Dedicated trainings, leadership development and mentorship programs designed to ensure that your time at Fitch will be a continuous learning opportunity
• Investing in Your Future: Retirement planning and tuition reimbursement programs that empower you to achieve your short and long-term goals
• Promoting Health & Wellbeing: Comprehensive healthcare offerings that enable physical, mental, financial, social, and occupational wellbeing
• Supportive Parenting Policies: Family-friendly policies, including a generous global parental leave plan, designed to help you balance career and family life effectively
• Inclusive Work Environment: A collaborative workplace where all voices are valued, with Employee Resource Groups that unite and empower our colleagues around the globe
• Dedication to Giving Back: Paid volunteer days, matched funding for donations and ample opportunities to volunteer in your community

Under the overall supervision of the Chief, the incumbent will perform the following duties: 1) Contributing to Asset-Liability management within a pension fund context and strategic asset allocation exercises. 2) Providing independent oversight on tactical asset allocation and risk distribution across internal investment teams and external asset managers through a robust risk budgeting framework, without direct involvement in front office decision-making. 3) Analysis of risk for public market asset classes (fixed income, equities, currencies) 4) Create, prepare on a regular basis and analyze risk reports. 5) Monitor and identify risk, interpret reports and formulate risk reduction in accordance with OIM goals. 6) Perform risk-related due diligence and monitoring of external asset managers in public asset classes. 7) Model and integrate risk statistics by conducting research on macroeconomic factors and risk metrics reports to provide quantitative inputs on various investment proposals and existing portfolios of investments. 8) Conduct quantitative analysis of the Fund’s assets for the effectiveness and use of indexed tools and derivatives instruments for hedging equity, currency, duration, interest rate, and other risks. 9) Functional owner of the risk data management database and conduct independent risk calculations. 10) Develop and deliver an assessment of portfolio risks of both internally and externally managed investments. 11) Monitor market and external manager risks. 12) Represent the Fund at inter-agency meetings, seminars, etc., on substantive­ relative issues as instructed by Senior risk officer or the Chief, Risk and Compliance. Participate in international, regional or national meetings and provide programmatic/substantive expertise on Portfolio Risk Analysis and Attribution, or holds programmatic/substantive and organizational discussions with representatives of other institutions. 13) Collects and analyzes data to identify trends or patterns and provide insights through graphs, charts, tables and reports using data visualization methods to enable data-driven planning, decision-making, presentation and reporting. 14) Carries out other tasks as may be assigned by Senior risk officer or Chief Risk and Compliance Officer.

Lazard is one of the world’s preeminent financial advisory and asset management firms. Our people and culture make the difference. While global in presence and reach, ours is a close, collaborative community of just over 3,000 professionals. Lazard is a place of continuous knowledge sharing, skill development and relationship building, where professionals grow and succeed together. Our entrepreneurial culture, flat structure and embrace of individual differences, allow creative ideas, original concepts, and unique perspectives to drive our business forward — and for careers to take flight.

Lazard Wealth (LW), LAM’s wealth management business, collaborates with our clients to help solve and simplify the complexities of wealth, while delivering sophisticated investment solutions and advice. We combine years of history and experience to help preserve and grow our clients’ wealth across generations. The principal areas of focus with clients are strategic advice and planning, investment management and direct private investments. Working in partnership with families, we customize an investment process that meets their specific needs.

 

We are seeking a Portfolio & Quantitative Analytics Analyst to play a critical role in supporting and overseeing risk management functions within our firm. You will be responsible for developing and implementing effective risk management strategies, models, reports, and procedures across client portfolios, market research, and technology solutions.

We’ll trust you to:

 

• Utilize and assist in the development and maintenance of risk models and tools to identify and monitor portfolio risk factors, stress test portfolios, and ensure compliance with risk management guidelines.
• Proactively monitor market conditions and perform scenario analysis to assess potential impacts on portfolio risk exposures and recommend necessary adjustments.
• Observe and contribute to portfolio and investment decisions; contribute to the development of investment strategies, asset allocation models, and risk management frameworks, incorporating quantitative research insights.
• Become proficient in statistical techniques and quantitative models to assess portfolio and investment risk, estimate potential returns, and optimize portfolio construction in order to deliver performance attribution analysis, factor-based exposures, and portfolio optimization.
• Stay updated on the latest industry trends and research advancements in risk management, quantitative analysis, and portfolio construction methodologies.
• Collaborate with other groups within the Firm to offer quantitative support and industry specific input.
• Support the Investment Team with quantitative research and analysis of investment opportunities across various asset classes, including equities, fixed income, and alternative investments with a strong focus on risk management and portfolio construction.
• Evaluate and implement risk management techniques, such as hedging strategies, derivatives, and asset allocation adjustments to mitigate portfolio risks and enhance risk-adjusted returns.

 

You’ll need to have:

• 3-5 years’ experience in a risk management, analytical, or quantitative role, particularly within the asset allocator and wealth management space.
• A Bachelor’s degree in finance, economics, mathematics, statistics, or a related field. Advanced degree (e.g., MBA, MSc) with a focus on quantitative finance or risk management is preferred.

• Understanding of risk management principles, quantitative modeling techniques, and statistical analysis.
• Experience using programming languages such as R and MATLAB for quantitative research, data analysis, model implementation and creation of interactive dashboards.
• Proven experience in MATLAB programming and software development.
• Ability to prioritize and manage multiple tasks and projects effectively.
• Ability to access, manipulate, and clean large data sets from various databases and sources.
• Experience with risk modeling software, quantitative analytics platforms, and market data providers (e.g. Bloomberg).
• Familiarity with risk measurement methodologies (e.g., VaR, stress testing, factor analysis) and risk management frameworks (e.g., risk budgeting, risk-adjusted performance metrics).
• Baseline knowledge of financial derivatives, options pricing models, and portfolio optimization techniques.
• Excellent problem-solving and critical-thinking skills, with the ability to analyze complex data sets and draw meaningful insights.
• Strong communication and presentation skills, with the ability to explain quantitative concepts to non-technical stakeholders.

• A strong interest in working on a wide range of problems related to diverse asset classes and investment strategies. Understanding or interest in learning about alternative asset classes.
• Professional certifications such as FRM, CQF, or CFA are desirable.

 

What’s it like to work here?

At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.

 

What’s in it for you:

• Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln’s core values and leadership attributes
• Leadership development and virtual training opportunities
• PTO/parental leave
• Competitive 401K and employee benefits
• Free financial counseling, health coaching and employee assistance program
• Tuition assistance program
• Work arrangements that work for you
• Effective productivity/technology tools and training

 

The pay range for this position is $125,800 – $229,100 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln’s total rewards package for employees.  In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual.  Other rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits package.

Please see job role.