Investment Research Analyst for Retirement Plans

705 GRS; Toronto; Sur place; CAD 80 000 - 100 000; Plein temps

Avantages offerts par ce poste

Extended health care and dental

Retirement savings plan with company

Health & Wellness offerings

Mental Health programs

Assistance for industry designations

Résumé du poste

People Corporation seeks an Investment Consulting Analyst to support consultants in delivering services to DC, group retirement savings, and CAP clients. You will conduct investment research, fund monitoring, performance analysis, governance support, and client reporting.

Responsibilities include monitoring funds, preparing review reports, developing fund profiles, and contributing to IPS and governance materials. Strong Excel/PowerPoint and CFA-related credentials are preferred.

Qualifications

• Bachelor's degree in Finance, Economics, Commerce, Business Administration, Mathematics, Statistics, or a related discipline.
• CFA Program enrollment or intention to pursue 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.

Responsabilités

• Monitor and evaluate investment funds, target date funds, balanced solutions, and other options in client retirement programs.
• Prepare periodic investment review reports for consultants and clients; develop fund profiles and manager reviews.
• Create client presentation materials and meeting documentation; assist with governance materials.

Connaissances

Analytical ability

Attention to detail

Client service mindset

Formation

Bachelor's degree in Finance/Economics/Commerce/Business Admin/Math/Statistics

Outils

Morningstar Direct

eVestment

Description du poste

People Corporation seeks an Investment Consulting Analyst to support consultants in delivering services to DC, group retirement savings, and CAP clients. You will conduct investment research, fund monitoring, performance analysis, governance support, and client reporting.

Responsibilities include monitoring funds, preparing review reports, developing fund profiles, and contributing to IPS and governance materials. Strong Excel/PowerPoint and CFA-related credentials are preferred.