29 Oct
|
People
|
Toronto
Analyze retirement investments with People Corporation in a hybrid Toronto position requiring investment research, performance analysis, and client reporting expertise.
As an Investment Consulting Analyst, you will support consultants serving defined contribution, group retirement savings, and capital accumulation plan clients. Your work will combine fund monitoring, manager research, governance support, and investment recommendations. You will also maintain accurate data and deliverables.
Key Responsibilities:
- Monitor funds, target date funds, and balanced solutions
- Analyze managers, performance, risk metrics, and portfolio characteristics
- Prepare investment reviews, fund profiles, and client presentations
- Participate in manager meetings and due diligence calls
- Support governance frameworks, IPS development, and investment recommendations
Requirements:
- Bachelor's degree in finance, economics, commerce, or related discipline
- One to three years of relevant investment experience
- Advanced Microsoft Excel and PowerPoint proficiency
- Performance analysis and manager research experience preferred
- CFA enrollment or intention strongly preferred
Apply investment research, quantitative analysis, and reporting skills to support People Corporation's retirement consulting clients in Toronto.
📌 Investment Consulting Analyst Toronto
🏢 People
📍 Toronto