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.
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📌 Investment Consulting Analyst Toronto (Ontario)
🏢 People
📍 Ontario
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