Investment Analyst

Eckler Ltd. / Eckler ltée; Toronto; On-site; CAD 60,000 - 90,000; Full time

Job summary

Eckler Ltd., a leading actuarial consulting firm in Canada, is seeking a talented Investment Analyst for its Toronto office. The role involves preparing performance reports, performing analyses, and providing insights into investment strategies for clients nationwide. Applicants should have a finance-focused degree, relevant experience, and a passion for investing, with a commitment to contributing effectively in a collaborative environment.

Benefits

Collaborative and engaging atmosphere

Flexible work from home policy

Competitive total rewards package

Qualifications

• 1-3 years of financial industry experience.
• University co-op / summer work experience within finance/investment industry preferred.
• Experience or qualifications in financial risk management.

Responsibilities

• Prepare quarterly client performance reports.
• Perform ad-hoc performance analysis.
• Develop expertise in the asset management industry.

Skills

Analytical abilities

Excel proficiency

Strong collaboration skills

Communication skills

Education

Undergraduate degree with finance or investment focus

Enrollment in CFA program or similar

Job description

We know it’s our people who make us great at what we do.

Our growing investment practice is looking for a talented, hardworking Investment Analyst to be based in our Vancouver or Toronto office, serving Eckler’s clients across the country. This is a great opportunity to start your journey in investment consulting. We will consider applicants from cities located near Eckler Canadian offices.

The consultants provide advice to a wide range of pension (defined benefit and defined contribution), foundation/endowment, and other institutional investment clients. The team helps with all aspects of our clients’ investment strategy including investment policy development, asset liability modelling, portfolio structuring (including traditional and alternative assets), plan design, manager and fund line-up selection, monitoring, governance, and compliance. The analyst group is at the heart of the practice, building customized reports and information required by our clients.

We are looking for an individual with strong interpersonal skills who can fit into a tightly knit team and can effectively deal with competing priorities in a busy consulting practice. If you are looking to fine tune your Investment Analyst skills, then this role may be the right fit for you!

Role and Responsibilities

• Prepare quarterly client performance reports
• Perform ad-hoc performance analysis
• Industry research and keeping up to date with industry developments
• Develop expertise in the asset management industry, various asset classes, and manager and record keeper assessment
• Meet with investment management organizations to assess their skills and capabilities as well as the appropriateness of their investment strategies for client portfolios
• Meet with and analyze record keepers to assess their skills, capabilities and appropriateness for client retirement programs
• Promote continuous improvement in processes and reporting, proactively identifying opportunities for enhancements
• Passion for investing and for helping Eckler's clients make optimal investment decisions

What we offer

• Collaborative and engaging atmosphere
• Variety in work and ability to evolve and grow your career
• Working with colleagues across Canada and across multiple practice areas
• Opportunities to help grow and evolve our practice
• Competitive total rewards package in terms of salary, bonus and benefits (commensurate with experience level)
• An entrepreneurial, collegial work environment
• Flexible work from home policy
• Dress for your day dress code

What you offer

• Undergraduate degree with finance, investment or a math focus
• University co-op / summer work experience within finance/investment industry preferred
• Enrollment in the CFA program or similar preferred
• Good analytical abilities and Excel proficiency
• Enthusiastic contributor with strong collaboration skills
• Looking to have fun!
• 1-3 years of financial industry experience
• Experience or qualifications in financial risk management
• Excellent oral and written communication skills

Who we are:

Eckler is Canada’s largest independent actuarial consulting firm. Our purpose is to care and to do right by people so that together we can achieve a brighter, more secure future. Based in Canada and the Caribbean, we’re a team of committed and highly skilled professionals in the areas of pension, retirement, financial wellness, investment, group benefits, change management and communication, along with insurance and technology consulting. Owned and operated by active Principals, the company has earned a reputation for service continuity and high professional standards. Eckler is a founding member of Abelica Global – an international alliance of independent actuarial and consulting firms operating in over 20 countries.

At Eckler, we value diversity of all types. Our organization is made up of smart, collaborative, and thoughtful people with a wide range of backgrounds, skills, and experiences. We are committed to an inclusive, diverse, and accessible workplace and encourage all interested applicants to submit a cover letter and resume for consideration. Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to [e-mail].

We thank all applicants for their interest, but only those selected for the shortlist will be contacted.

www.eckler.ca