Investment Associate

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

Job Description - Investment Associate (CAN0000001A)

Job Description

Investment Associate - ( CAN0000001A )

Description

The Opportunity:

We are currently recruiting for an entry level Investment Analyst to join our Toronto office. This is a hybrid role which requires being in the Toronto office 2 days a week.

Join our dynamic team as an Investment Analyst and work in a collaborative, growth-focused environment. In this role, you’ll work closely with our experienced Investment Consultants, delivering impactful investment services to a diverse client base. You’ll have the opportunity to develop your knowledge in employee benefits and investment strategies for union sponsored pension plans. Your focus will be on data analytics, but you can expect some routine client interactions under supervision, and the chance to grow to a more senior role while working with talented colleagues who are passionate about helping each other succeed.

Key Responsibilities:

• Produce monthly and quarterly reports on client accounts for senior Investment Consulting staff.
• Analyze quarterly performance reports to review both individual fund manager results and total fund outcomes.
• Prepare and update performance reports for client presentations on a quarterly basis.
• Communicate with investment management firms and fund managers regarding client inquiries, portfolio statistical profiles, and reconciliations as required.
• Coordinate with third-party performance analysts to verify performance returns.
• Collect and compile data, create statistical spreadsheets, conduct data analysis, offer input to improve work products.
• Draft written communication and communicate verbally with relevant stakeholders.

Qualifications

• Undergraduate degree with academic training in a quantitative discipline (e.g., Finance, Mathematics, Statistics, etc.) with demonstrated analytical skill.
• Knowledge of investment products and mutual funds is a plus.
• Interested in enrolling in and intent to complete relevant professional accreditation (e.g.,Charter Financial Analyst (CFA), Canadian Securities Course CSC , etc. programs).
• Advanced working proficiency of all levels of Microsoft Word, Excel, PowerPoint, and Outlook as well as other software and on-line tools and resources.
• Proficiency in communication (oral/written) and organization skills.
• Proficiency interpersonal skills with ability to interact effectively with diverse audiences.

About Segal and its Total Rewards Program:

Segal is a privately owned, leading North American employee benefit, human resources and investment management consulting firm with over 80 years of history providing trusted advice that improves lives. Clients include public and private corporations, multiemployer trust funds, public sector entities, higher education institutions, institutional advisors, among many others. Segal’s total rewards are part of what makes Segal a special place to work. Segal offers a comprehensive suite of benefits to include a non-contributory defined benefit pension plan, matching and discretionary contributions to a 401(k) profit sharing plan, medical and prescription benefits including contributions to a health savings account for eligible employees, dental benefits, life insurance, disability insurance, an Employee Assistance Program, wellness benefit reimbursements and rewards, and professional credential and tuition reimbursement. Segal also provides comprehensive paid time off including holidays, vacation days, sick leave, paid family leave and sabbaticals.

If your qualifications align closely with what we’ve described, we encourage you to apply. Your unique background and skills matter because at Segal, we believe that different experiences and perspectives drive innovation and excellence. We’re committed to creating a fair and transparent hiring process and all hiring decisions will be merit-driven. If you require accommodation during the interview, please let us know. Thank you for considering Segal. We’re excited to learn more about you!

Segal is the right size, the right organization and…the right move for you! Please apply now.