Investment Analyst - Hybrid, Data-Driven (Toronto)

The Segal Group, Inc; Toronto; Hybrid; CAD 50,000 - 70,000; Full time

Job summary

A leading consulting firm in Toronto is seeking an entry-level Investment Associate for a hybrid role requiring in-office presence 2 days a week. The successful candidate will collaborate with experienced Investment Consultants and focus on data analytics while delivering vital investment services to clients. The position demands a quantitative academic background and offers the chance for professional development within a supportive team. Competitive benefits package and growth opportunities are included.

Benefits

Defined benefit pension plan

401(k) profit sharing plan

Health savings account contributions

Comprehensive paid time off

Qualifications

• Undergraduate degree with training in a quantitative discipline.
• Interest in completing professional accreditations (e.g., CFA, CSC).
• Knowledge of investment products and mutual funds is a plus.

Responsibilities

• Produce monthly and quarterly reports for senior Investment Consulting staff.
• Analyze quarterly performance reports for fund manager results.
• Prepare updates for client presentations on a quarterly basis.

Skills

Data analysis

Interpersonal skills

Communication skills

Microsoft Excel

Quantitative analysis

Education

Undergraduate degree in Finance, Mathematics, or Statistics

Tools

Microsoft Word

Microsoft PowerPoint

Microsoft Outlook

Job description

A leading consulting firm in Toronto is seeking an entry-level Investment Associate for a hybrid role requiring in-office presence 2 days a week. The successful candidate will collaborate with experienced Investment Consultants and focus on data analytics while delivering vital investment services to clients. The position demands a quantitative academic background and offers the chance for professional development within a supportive team. Competitive benefits package and growth opportunities are included.