Investment Analyst

705 GRS; Toronto; On-site; CAD 80,000 - 100,000; Full time

Benefits offered by this job

Extended health care and dental

Retirement savings plan with company

Health & Wellness offerings

Mental Health programs

Assistance for industry designations

Job summary

People Corporation seeks an Investment Consulting Analyst to support consultants in delivering services to DC, group retirement savings, and CAP clients. You will conduct investment research, fund monitoring, performance analysis, governance support, and client reporting.

Responsibilities include monitoring funds, preparing review reports, developing fund profiles, and contributing to IPS and governance materials. Strong Excel/PowerPoint and CFA-related credentials are preferred.

Qualifications

• Bachelor's degree in Finance, Economics, Commerce, Business Administration, Mathematics, Statistics, or a related discipline.
• CFA Program enrollment or intention to pursue CFA designation is strongly preferred.
• CIM, CAIA, CFP, or other relevant investment credentials are considered assets.
• 1 to 3 years of experience in investment consulting, pension consulting, asset management, wealth management, institutional research, or a related field.
• Experience with investment performance analysis and manager research is preferred.
• Familiarity with group retirement plans, pension plans, and capital accumulation plans is considered an asset.
• Advanced proficiency in Microsoft Excel and PowerPoint.
• Experience with investment research and reporting platforms such as Morningstar Direct, eVestment, or equivalent tools is an asset.
• Ability to analyze and interpret complex financial data.

Responsibilities

• Monitor and evaluate investment funds, target date funds, balanced solutions, and other options in client retirement programs.
• Prepare periodic investment review reports for consultants and clients; develop fund profiles and manager reviews.
• Create client presentation materials and meeting documentation; assist with governance materials.

Skills

Analytical ability

Attention to detail

Client service mindset

Education

Bachelor's degree in Finance/Economics/Commerce/Business Admin/Math/Statistics

Tools

Morningstar Direct

eVestment

Job description

People Corporation is seeking an analytical, detail-oriented, and client-focused Investment Consulting Analyst to join our Investment Consulting team. This role provides critical support to consultants in delivering investment consulting services to defined contribution (DC), group retirement savings, and capital accumulation plan (CAP) clients. The Analyst will be responsible for investment research, fund monitoring, performance analysis, governance support, client reporting, and investment recommendations.

Investment Monitoring & Analysis

Monitor and evaluate investment funds, target date funds, balanced solutions, and other investment options utilized within client retirement programs. Conduct quantitative and qualitative analysis of investment managers, including performance, risk metrics, portfolio characteristics, organizational stability, and investment process. Compare investment options against benchmarks, peer groups, and stated objectives. Identify performance trends, material manager changes, and areas requiring further review or discussion. Assist in maintaining investment watch lists and recommendation databases.

Client Reporting & Deliverables

Prepare periodic investment review reports for consultants and clients. Develop fund profiles, investment summaries, manager reviews, and performance reporting packages. Create client presentation materials and meeting documentation. Assist with the preparation of investment committee and governance meeting materials. Support consultants in responding to client and advisor inquiries regarding investment performance and strategy.

Manager Research & Due Diligence

Participate in investment manager meetings and due diligence calls. Conduct research on investment managers, asset classes, market trends, and investment products. Review investment manager commentaries, portfolio positioning, and market outlooks. Assist in evaluating proposed additions, removals, and replacements within client investment lineups. Support the ongoing due diligence process for approved investment solutions.

Governance & Consulting Support

Assist consultants in delivering investment governance services and best-practice recommendations. Support the development of Investment Policy Statements (IPS), governance frameworks, and investment monitoring processes. Help ensure client investment programs align with CAP Guidelines and industry best practices. Contribute to special client projects including investment menu redesigns, default fund assessments, and asset allocation reviews.

Capital Markets & Industry Research

Monitor economic, market, and investment-industry developments. Prepare market commentary and investment insights for client communications and presentations. Research industry trends, regulatory developments, and emerging investment solutions. Maintain awareness of developments affecting retirement plans, institutional investments, and capital accumulation programs.

Data Management & Operational Support

Maintain investment databases, reporting systems, and analytical tools. Validate performance data and ensure accuracy of client deliverables. Assist with process improvements and reporting automation initiatives. Support the investment team's operational and administrative requirements.

Qualifications and Requirements

• Bachelor's degree in Finance, Economics, Commerce, Business Administration, Mathematics, Statistics, or a related discipline.
• CFA Program enrollment or intention to pursue the CFA designation is strongly preferred.
• CIM, CAIA, CFP, or other relevant investment credentials are considered assets.
• 1 to 3 years of experience in investment consulting, pension consulting, asset management, wealth management, institutional research, or a related field.
• Experience with investment performance analysis and manager research is preferred.
• Familiarity with group retirement plans, pension plans, and capital accumulation plans is considered an asset.
• Advanced proficiency in Microsoft Excel and PowerPoint.
• Experience with investment research and reporting platforms such as Morningstar Direct, eVestment, or equivalent tools is an asset.
• Ability to analyze and interpret complex financial data.

What’s in It for You

• Learn by working alongside our experts
• Extended health care and dental benefits
• A retirement savings plan with company contributions
• A suite of Health & Wellness offerings
• Mental Health programs and support for you and your family
• Assistance for the completion of industry designations
• Competitive compensation

At People Corporation we are committed to helping businesses succeed. We are a national provider of benefits, retirement, wealth, wellness, and human resource solutions. Our experts and solutions serve over 20,000 clients representing nearly 3 million Canadians. We offer customized solutions designed to fit the unique needs of businesses and their employees, members, and stakeholders.

Providing an inclusive, accessible environment, where all employees and clients feel valued, respected and supported is something we're committed to. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.

If you require an accommodation or an alternative format of any posting please reach out to [e-mail].

The base salary for this position is between $80,000 - $100,000 annually. This represents base salary only and does not represent other variable compensation components of our total compensation (i.e. annual bonus, commission). The actual base salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are selected to move forward in our recruitment process, the Talent Acquisition Specialist will be able to provide additional details of the total compensation for this role.

We know that it's the vast expertise and commitment of our teams in People Corporation and our Partner Firms that have put us where we are today. We value our employees and provide competitive salaries, a comprehensive group benefits plan, and a generous retirement savings plan. And we're in it for the long haul - once you join us, we want you to thrive. If you want to make a difference in the lives of customers, if you take pride in a job well done, and if you like to have fun, talk to us.

Providing an inclusive, accessible environment, where all employees and clients feel valued, respected and supported is something we're committed to. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.

If you require an accommodation or an alternative format of any posting please reach out to [e-mail].

For more information on Accessibility at People Corporation, visit our link https://www.peoplecorporation.com/en-ca/accessibility-statement.