People Corporation is seeking an analytical, detail-oriented, and client-focused Investment Consulting Analyst to join our Investment Consulting team. This role provides critical support to consultants in delivering investment consulting services to defined contribution (DC), group retirement savings, and capital accumulation plan (CAP) clients. The Analyst will be responsible for investment research, fund monitoring, performance analysis, governance support, client reporting, and investment recommendations. Investment Monitoring & Analysis
Monitor and evaluate investment funds, target date funds, balanced solutions, and other investment options utilized within client retirement programs. Conduct quantitative and qualitative analysis of investment managers, including performance, risk metrics, portfolio characteristics, organizational stability, and investment process. Compare investment options against benchmarks, peer groups, and stated objectives. Identify performance trends, material manager changes, and areas requiring further review or discussion. Assist in maintaining investment watch lists and recommendation databases.
Prepare periodic investment review reports for consultants and clients. Develop fund profiles, investment summaries, manager reviews, and performance reporting packages. Create client presentation materials and meeting documentation. Assist with the preparation of investment committee and governance meeting materials. Support consultants in responding to client and advisor inquiries regarding investment performance and strategy.
Participate in investment manager meetings and due diligence calls. Conduct research on investment managers, asset classes, market trends, and investment products. Review investment manager commentaries, portfolio positioning, and market outlooks. Assist in evaluating proposed additions, removals, and replacements within client investment lineups. Support the ongoing due diligence process for approved investment solutions.




Assist consultants in delivering investment governance services and best-practice recommendations. Support the development of Investment Policy Statements (IPS), governance frameworks, and investment monitoring processes. Help ensure client investment programs align with CAP Guidelines and industry best practices. Contribute to special client projects including investment menu redesigns, default fund assessments, and asset allocation reviews.
Monitor economic, market, and investment-industry developments. Prepare market commentary and investment insights for client communications and presentations. Research industry trends, regulatory developments, and emerging investment solutions. Maintain awareness of developments affecting retirement plans, institutional investments, and capital accumulation programs.
Data Management & Operational Support
Maintain investment databases, reporting systems, and analytical tools. Validate performance data and ensure accuracy of client deliverables. Assist with process improvements and reporting automation initiatives. Support the investment team's operational and administrative requirements.
Bachelor's degree in Finance, Economics, Commerce, Business Administration, Mathematics, Statistics, or a related discipline.

- CFA Program enrollment or intention to pursue the 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.

Extended health care and dental benefits
A retirement savings plan with company contributions
At People Corporation we are committed to helping businesses succeed. We are a national provider of perks, retirement, wealth, wellness, and human resource solutions. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.
This represents base salary only and does not represent other variable compensation components of our total compensation (i.e. annual bonus, commission). The actual base salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are selected to move forward in our recruitment process, the Talent Acquisition Specialist will be able to provide additional details of the total compensation for this role.
We value our employees and provide competitive salaries, a comprehensive group benefits plan, and a generous retirement savings plan. If you want to make a difference in the lives of customers, if you take pride in a job well done, and if you like to have fun, talk to us.
We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.

📌 Investment Consulting Analyst (Toronto)
🏢 705 GRS
📍 Toronto