Investment Analyst

Mercer; Ottawa; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

Join a leading company as an Investment Analyst in Ottawa, where you will support DC consultants and provide analysis for institutional clients. This hybrid role offers opportunities for professional development and a vibrant work culture, fostering collaboration and innovation.

Benefits

Professional development opportunities

Supportive leaders

Inclusive culture

Qualifications

• Strong quantitative and analytical course content required.
• CFA, ASA or FICA certification considered an asset.

Responsibilities

• Conduct quantitative and qualitative analysis using proprietary tools.
• Produce performance review and analysis reports for clients.
• Communicate with investment managers to gather data.

Skills

Analytical Skills

Communication

Problem Solving

Education

Bachelor's degree in business, finance, actuarial studies, or economics

Tools

Microsoft Office

Excel

Job description

Join to apply for the Investment Analyst role at Mercer

Join to apply for the Investment Analyst role at Mercer

Get AI-powered advice on this job and more exclusive features.

Mercer Canada is seeking an Investment Analyst for our Montreal, Quebec City or Ottawa office.

As an Investment Analyst in the wealth group – you will be supporting our DC consultants in providing a range of services to institutional clients who sponsor or intend to set up a group retirement savings plan.

This is a hybrid role that requires being in the office at least 3 days a week.

We will count on you to:

• Conduct quantitative and qualitative analysis utilizing Mercer proprietary tools.
• Produce performance review reports for our clients.
• Produce analysis reports for participants in Capital Accumulation Plans.
• Communicate with investment managers and custodians to gather client data that will be used to prepare reports or obtain clarifications about them.
• Stay informed about the opinions of our research teams regarding any changes affecting investment management firms in order to promptly and accurately inform clients about critical issues.
• Produce research reports on investment managers, mutual funds, custodians, and administrators of capital accumulation plans.
• Participate in the execution of studies on asset allocation, investment structure, and other investment-related activities.
• Develop the knowledge and skills required to progress towards a senior analyst role.
  
  

What you need to have:

• A bachelor's degree in business, finance, actuarial studies, economics, or other business-related areas with strong quantitative and analytical course content.
• A general understanding of the industry sector, trends in the retirement and investment market, the investment market, and investment managers.
• Strong written and verbal communication skills.
• Excellent analytical skills and attention to detail.
• Ability to manage multiple tasks simultaneously, work under tight deadlines, and demonstrate problem-solving skills.
• Motivated and willing to learn.
• Strong overall computer skills, including proficiency in Microsoft Office software and Excel usage.
  
  

What makes you stand out:

• Passion for delivering the best service to clients.
• A general understanding of the industry sector, trends in the pension scheme market, the investment market, and investment managers.
• Looking for a long-term and dynamic career.
• CFA, ASA or FICA certification or path to certification is considered an asset.
  
  

Why join our team:

• We help you be your best through professional development opportunities, interesting work and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
  
  

Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. In accordance with applicable legislation, Marsh McLennan will provide a reasonable accommodation to employees and prospective employees to the point of undue hardship upon request and as required in respect of the individual’s particular restrictions and limitations. If you require a specific accommodation because of a disability or medical need please contact [e-mail]

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

R_303485

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Insurance and Business Consulting and Services

Referrals increase your chances of interviewing at Mercer by 2x

Get notified about new Investment Analyst jobs in Ottawa, Ontario, Canada.

Senior Analyst, Research Strategic Initiatives (Security)

Senior Analyst, Research Strategic Initiatives (Security)

Senior Analyst, Operational Policies and Programs (Investment Analytics)(Ottawa)

AI Data Trainer - Investment Analysis (Part-Time)

Senior Director Analyst, Security Architecture and Cloud Security (Remote Canada and EMEA)

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.