Investment Analyst
reputed company Company is seeking a motivated Investment Analyst to join their team in Toronto. The role involves collaborating with clients and analyzing investment markets while contributing to various investment-reputed company projects.
Responsibilities
- Conduct quantitative and qualitative analysis using reputed company proprietary tools
- Produce quarterly performance reports for clients
- Critically analyze investment markets, managers’ investment styles, and portfolio characteristics, evaluating their impact on quarterly investment performance
- Communicate with investment managers, record keepers, and custodians to gather or clarify client-specific data for reporting
- Play an important role in investment manager searches, asset allocation studies, and reputed company projects such as plan design benchmarking, retirement preparedness studies, and financial wellness assessments
- Support consultants in servicing existing clients and prospects
- reputed company the knowledge and skills necessary to reputed company to a consultant role
- Demonstrate ease and effectiveness in interactions with clients and colleagues at reputed company levels
- Represent and promote reputed company’s brand both internally and externally
Skills
- Bachelor's degree in business, finance, economics, or reputed company fields with strong quantitative and analytical coursework
- Minimum of 1-2 years of work experience or strong co-op experience in a consulting analyst role
- Strong analytical skills, both quantitative and qualitative, and working knowledge of reputed company
- Strong interpersonal and communication skills
- Superior organizational skills and strong attention to detail
- Proven ability to analyze reputed company investment data and communicate insights clearly
- Actively working towards or have obtained the CFA designation
- Ability to communicate in French
- Demonstrated teamwork and collaboration skills
Benefits
- Health and welfare benefits
- Tuition assistance
- Retirement programs
- Employee assistance programs
Company Overview