We are seeking a highly motivated Investment Analyst to join the U.Retirement Platform Management team. This role will support the ongoing management, development and evolution of the investment platforms serving our U.S. retirement business. The successful candidate will bring strong investment fundamentals, analytical and technical capabilities, and the ability to communicate complex investment concepts in a transparent and practical manner.

This is an excellent opportunity for an individual with financial services or investment experience who is looking to deepen their expertise in retirement investment products, platform management, investment reporting, and data-driven decision-making.

Investment

Analysis & Platform Support Support sales, relationship management, product, and other internal teams through analysis of fund lineups, investment strategies, fund mapping, and platform positioning. Perform research and analysis on investments, product features, industry trends, competitor strategies, and retirement investment solutions. Conduct routine investment performance calculations and analysis.

Support month-end and quarter-end investment reporting cycles. Assist with the ongoing management of large retirement investment platforms with broad and complex fund offerings. Act as a subject matter expert on investment product information and platform-related inquiries.

Respond to inquiries and provide strategic positioning points related to investment platforms, product offerings, compliance and legal inquiries related to funds. Explain investment and financial concepts in a clear, concise, and easily digestible manner for both investment and non-investment audiences. Support internal business partners, including operations, sales, relationship management, product, and leadership teams, with complex investment questions, escalations, and trading-related inquiries.

Interface with internal teams to manage and resolve inquiries related to investment fund information. Data Analytics, Reporting & Business Intelligence Conduct data analytics to support investment platform management, investment marketing materials,



management reporting, and business intelligence. Work with large sets of fund and platform data to identify trends, validate information, and support decision-making.

Support senior leadership reporting needs through data review, analysis, and preparation of investment insights. Prepare management reporting, financial analysis and other materials for senior leadership.

Process

Improvement & Automation Execute process improvement initiatives across fund information, reporting, and data management activities. Identify opportunities to streamline complex workflows, reduce manual effort, improve scalability, and enhance data quality. Leverage technology, automation, and emerging tools, including artificial intelligence (AI), to improve efficiency and strengthen platform management processes.

Provide investment, data, and operational insight to support new product launches, fund changes, platform updates, and investment-related business initiatives. Partner cross-functionally with product, operations, technology, sales, relationship management, and investment teams to support platform strategy and execution. 2-3 years of experience in financial services or an investment-related role. Bachelor’s degree required.

Progress toward CFA, MBA, or a similar professional designation preferred. Strong understanding of investing principles, quantitative investment information, and general financial markets. Familiarity with retirement plans, retirement investment products, and the U.S. retirement market is important.

S. pension and retirement marketplace is considered an asset. Strong technical and analytical skills, including proficiency with Microsoft Excel. Comfortable working with large sets of fund, investment, and platform data.





Ability to understand advanced investment concepts and articulate them clearly to non-investment professionals and business partners. Preference for candidates with experience using investment research, analytics, or due diligence platforms such as Morningstar Direct, FI360, RPAG, or similar tools. Demonstrated interest in process improvement, automation, and the use of emerging technologies to streamline workflows and improve outcomes.

We’ll recognize and support you in a flexible workplace where well-being and inclusion are more than just words.

Le poste annoncé correspond à une vacance existante. 62,850.00 CAD - $104,750.00 CAD Les employés ont également la possibilité de participer à des programmes incitatifs et de recevoir une rémunération liée à la performance de l’entreprise et des individus. Le salaire réel variera selon les conditions du marché local, la région géographique et les facteurs propres au poste, tels que les connaissances, les compétences, les qualifications, l’expérience et la formation. Manuvie offre aux employés admissibles une vaste gamme d’avantages sociaux personnalisables, notamment une assurance soins médicaux, soins dentaires, santé mentale, soins de la vue, invalidité de courte et de longue durée, assurance vie et assurance DMA, assurance adoption, de maternité de substitution et de soins médicaux non urgents ainsi que des programmes d’aide aux employés et leur famille.

Nous proposons également aux employés admissibles différents régimes d’épargne-retraite (y compris des régimes de rente et un programme international d’actionnariat assortie de cotisations patronales de contrepartie) ainsi que des ressources en matière d’éducation et de conseils financiers. Nous utilisons des technologies de données et d’analytique, telles que l’intelligence artificielle (IA), ainsi que des outils de traitement automatisé pour analyser et traiter les renseignements que vous nous fournissez ou que des tiers nous transmettent dans le cadre du processus de demande.

📌 Jr. investment analyst (Toronto)
🏢 Société Financière Manuvie
📍 Toronto