Investment Analyst

Job summary

The analyst will produce quarterly investment performance reports, including written commentary and analysis, for client delivery by required deadlines. This involves liaising with investment managers and preparing analytic material that provides recommendations for various services.

Job details

As an Investment Consulting analyst, you will work with our Canadian Investment practice to provide support on a range of investment services to Defined Benefit and Defined Contribution plans and other institutional entities. Support will be required on a range of investment-related matters, including performance measurement and evaluation, investment manager monitoring, strategic asset allocation, investment management structures, manager selection, statements of investment policy, and global research services. Relocation is not offered for this position. Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. The Role Produce quarterly investment performance reports by preparing written commentary and analysis for delivery to clients by required deadlines Liaise with investment managers and other providers to collect information and conduct analysis and research as necessary to produce reports Prepare written and analytic material that provide recommendations and actions for a variety of services and deliverables Work together as part of dedicated client teams providing a variety of services to clients Build relationships internally and collaborate effectively on cross-functional teams This role is hybrid with regular attendance to the office (typically up to 3 days but may be more depending on business needs). Responsibilities - Qualifications The Requirements Undergraduate degree with 0 to 3 years of experience Interest in or progress towards the CFA or FSA is desirable Interest in and knowledge of investments and financial markets Effective oral and written communication skills Comfortable in a team environment and working in a dynamic and fast-paced environment Ability to work independently with strong analytical skills Effective organizational skills to manage multiple deadlines and projects Attention to detail and able to deliver accurate and high-quality work Working knowledge of Excel, PowerPoint and Word Compensation The base salary compensation range being offered for this role is $65,000 CAD -$75,000 CAD per year. This role is also eligible for an annual short-term incentive bonus. Artificial Intelligence (AI) tools may be used in the process to screen, assess, or select applicants for a position but all final decisions and determinations are made exclusively by authorized human personnel. This job posting is an advertisement for an existing vacancy. Equal Opportunity Employer

What you’ll do

The analyst will produce quarterly investment performance reports, including written commentary and analysis, for client delivery by required deadlines. This involves liaising with investment managers and preparing analytic material that provides recommendations for various services.

Requirements

Candidates need an undergraduate degree and 0 to 3 years of experience, with a strong interest in or progress towards CFA or FSA being desirable. Essential requirements include knowledge of investments, effective communication skills, and the ability to work independently with strong analytical and organizational skills.

Benefits

• Annual Short-Term Incentive Bonus

Listed skills

• analysis · Preferred
• Collaboration · Preferred
• Attention to detail · Preferred
• Microsoft Excel · Preferred
• Microsoft Word · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Performance Measurement
• Investment Manager Monitoring
• Strategic Asset Allocation
• Manager Selection
• Statements Of Investment Policy
• Global Research
• Written Commentary
• Analysis
• Research
• Collaboration
• Analytical Skills
• Organizational Skills
• Attention To Detail
• Excel
• PowerPoint
• Word

Job areas

• Finance & Accounting
• Consulting
• Data & Analytics

More jobs from WTW