Investment Analyst

Coughlin Winnipeg; Toronto; On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Extended health care and dental benefit

Retirement savings plan with company"s

Health & Wellness offerings

Mental Health programs and support

Assistance for industry designations

Job summary

People Corporation is seeking an analytical, detail-oriented 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 CAP clients.

The Analyst will aid investment research, fund monitoring, performance analysis, governance support, client reporting, and investment recommendations, collaborating with consultants and clients to

Qualifications

• 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.
• Familiarity with group retirement plans, pension plans, and capital accumulation plans is considered an asset.
• 1 to 3 years of experience in investment consulting, pension consulting, asset management, wealth management, institutional research, or a related field.

Responsibilities

• 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.
• Prepare periodic investment review reports for consultants and clients.
• Develop fund profiles, investment summaries, manager reviews, and performance reporting packages.
• 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.

Skills

Investment research

Performance analysis

Client reporting

Governance support

Data management

Education

Bachelor's degree in Finance, Economics, Commerce, Business Administration, Mathematics, Statistics, or a related discipline

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.

The Investment Analyst will:

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.

To be successful as an Investment Analyst with People Corporation, you will need:

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 sta