Analyze retirement investments for People Corporation, supporting defined contribution and capital accumulation plan clients through detailed research and reporting.

This Investment Consulting Analyst supports consultants serving group retirement savings and CAP clients. The work includes investment monitoring, performance analysis, manager research, governance support, and client deliverables. You will evaluate funds, prepare reports, and contribute to investment recommendations.

Key Responsibilities:

- Monitor funds, target date funds, and balanced investment solutions
- Analyze performance, risk metrics, portfolios, and manager stability
- Prepare investment reviews, fund profiles, and client presentations
- Support governance materials, IPS development, and investment recommendations




- Maintain databases, validate data, and assist reporting automation

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
- Ability to interpret complex financial data accurately
- CFA enrollment or intention strongly preferred

Apply investment research, performance analysis, and reporting expertise supporting People Corporation's retirement consulting services and client investment programs.

📌 Investment Consulting Analyst Retirement Plans (Toronto)
🏢 Coughlin Winnipeg
📍 Toronto