Investment Consulting Analyst - Toronto

WTW; Toronto; Hybrid; CAD 60,000 - 85,000; Full time

Job summary

A leading consulting firm is seeking an investment consulting analyst to join their team in Toronto. This hybrid role involves preparing investment performance reports, conducting analyses, and collaborating with internal teams to deliver investment services to clients. The ideal candidate holds a degree in finance or economics and possesses strong analytical skills.

Qualifications

• Strong analytical skills and ability to produce written commentary for reports.
• Experience with investment performance evaluation and research.
• Ability to collaborate effectively with teams and clients.

Responsibilities

• Prepare quarterly investment performance reports with analysis.
• Liaise with investment managers to collect necessary information.
• Support consultants in delivering investment services to clients.

Skills

Analytical skills

Performance measurement

Investment analysis

Client relationship management

Education

Bachelor's degree in Finance, Economics, or related field

Job description

As an investment consulting analyst, you will work with our Canadian Investment practice to provide support on a range of investment services to Defined Benefit and Defined Contribution plans and other institutional entities. Support will be required on a range of investment-related matters, including performance measurement and evaluation, investment manager monitoring, strategic asset allocation, investment management structures, manager selection, statements of investment policy, and global research services.

This role is hybrid with regular attendance to the office (typically up to 2-3 days but may be more depending on business needs).

Relocation is not offered for this position.

Note : Employment-based non-immigrant visa sponsorship and / or assistance is not offered for this specific job opportunity.

The Role

• Produce quarterly investment performance reports by preparing written commentary and analysis for delivery to clients by required deadlines
• Liaise with investment managers and other providers to collect information and conduct analysis and research as necessary to produce reports
• Prepare written and analytic material that provide recommendations and actions for a variety of services and deliverables
• Support consultants and other team members to effectively deliver services to clients
• Attend client meetings or manager meetings led by consultants
• Build relationships internally and collaborate effectively on cross-functional teams