Investment Analyst

HUB Proteus, a growing Toronto based institutional investment consulting firm, is seeking an Investment Analyst to join their dynamic team. This established firm is a premier provider of pension governance and investment consulting to Canadian Pension and Investment Funds. We are a premier provider of pension governance and investment consulting to Canadian Pension and Investment Funds. Proteus was ranked in the Top Quartile for overall quality of investment consulting services in the 2019 Greenwich Associates Survey. This role reports to the Director, Investment Operations.

If you are client focused, possess strong attention to detail and are innovative in driving efficient results, this is a great role for you In this position, you will be mentored as an Investment Analyst, providing the opportunity to refine and leverage your analytical skillset to deliver high quality client deliverables. There are several career development opportunities with a potential career path into a consultant position. As an Investment Analyst, you will gain exposure to both the client consulting function as well as manager research. The work environment is fast-paced and requires exceptional time management and communication skills. The culture at Proteus is entrepreneurial, encouraging thought leadership, teamwork, and participation; all centered around delivering client excellence.

What You’ll Do

Works collaboratively with the Director of Investment Operations who is responsible for day-to-day management of reporting workflow, periodically assigns client reporting and ad-hoc client projects to the Investment Analyst, participates in peer reviews of said deliverables, and provides ongoing training and mentorship; this individual will also collaborate with other Investment Analysts, Consultants, the Vice President of Investment Operations, and Research Analysts;

Prepares comprehensive monthly and quarterly performance client reports on timely basis with high level of accuracy by conducting performance measurement for client portfolios, collecting and verifying other relevant inputs, summarizing key observations as required, and communicating reported results to Consultants and clients;

Routinely performs quality checks on deliverables and also supports other team members through peer reviews of their respective report deliverables to maintain high standard of quality and accuracy;

Develops and maintains effective lines of communication with Investment Managers, Custodians, and insurance company Recordkeepers in requesting required data to complete client performance reporting and project work;

Assists with the preparation of quarterly economic summaries incorporated within Hub|Proteus quarterly client performance reports;

In partnership with the Consulting team, supports client relationships by providing expertise and value-added solutions in a timely and effective practical manner when addressing client needs;

Logs all completed reporting and project work for other colleagues to leverage in applicable project tracking tools;

Collects and analyzes qualitative information stored on investment managers from proprietary due diligence questionnaire responses and 3rd party databases such as eVestment and Morningstar;

Prepares comprehensive manager search & review reports, as well as fund manager line-up reviews for defined contribution pension plans, by analyzing performance, portfolio characteristics, other drivers of returns, validating if an investment manager’s style and portfolio attributes adhere to their stated mandates and objectives, prepares Investment Manager Summaries, reviews investment fees, and documents key observations and interpretations to support client fiduciary decision making;

Working collaboratively with the Vice President of Investment Operations who has overall responsibility for the Investment Analyst and Research Analyst teams and who sets the overall manager research agenda, periodically assigns research priorities to Investment Analysts and Research Analysts, and who also provides ongoing investment training and mentorship;

Collaborating with Research Analyst team on a variety of manager research activities including issuing due diligence questionnaires to managers, preparing manager analysis in advance of manager meetings, assisting with development of interview questions, participating in manager interview process and debriefing discussions, preparing meeting notes, coordinating with Research Analysts in identifying most suitable candidates to include in manager searches, and coordinating with Research Analysts to ensure manager search and review reports reflect Hub|Proteus’ most current understanding of managers;

Supporting Consultants in delivering additional investment consulting and governance services such as writing memos for rebalancing instructions, assisting with recordkeeper searches & reviews, determining strategic asset mixes for clients using asset allocation modelling software where applicable, and conducting other ad-hoc project analysis as required.

Qualifications and expertise that pave the way for Success

Bachelor’s Degree in a Business Program with emphasis on Finance, Economics, and/or Accounting is desired

Strong written and verbal communication skills

Strong prioritization, time management, and multi-tasking skills

Objective-minded, detailed oriented and an analytical thinker

Ability to work both independently and in a team setting

Completion of the 1st level of the CFA program is desired

Proficiency in Microsoft Office: Excel, Word, and Outlook

Advanced Microsoft Excel function knowledge and experience is desired

Elevate Your Career with HUB International

Choosing HUB International means aligning your career with the premier insurance brokerage in Canada and the fifth-largest global insurance and employee benefits broker worldwide. Our expansive network, powered by over 17,000 dedicated professionals across 500 offices in North America, sets the stage for an enriching career that promises both stability and remarkable growth opportunities. For a deeper insight into our values and vision, we invite you to explore:

Your Advancement and Well-being: Our Priority

At HUB, we place immense value on the well-being and professional development of our team. Here’s what you can look forward to as part of the HUB family:

Engage in a rewarding work environment that recognizes your contributions through a competitive pay structure, inclusive of incentives, bonuses, and additional earning opportunities.

Benefit from flexible working arrangements and generous time-off policies designed to accommodate your lifestyle.

Enjoy a comprehensive benefits package, including company-matched RRSPs, tailored to meet your personal and family needs.

Grow with HUB through sponsored training and development programs, along with tuition reimbursement opportunities to fuel your career advancement.

Receive reimbursements for professional license fees and membership dues, underscoring our commitment to your professional growth.

Avail of special discounts on events, travel, accommodations, and personal home & auto insurance, enhancing your HUB experience.

Diversity, Equity, and Inclusion: Our Commitment

HUB International is steadfast in its commitment to fostering a diverse, equitable, and inclusive work environment. We celebrate the unique backgrounds and perspectives of our employees, ensuring all voices are heard and valued. Our selection process is meticulously designed to be accessible to everyone, and we encourage you to reach out if you require any assistance or accommodation during the recruitment phase. At HUB, equal opportunity is not just a policy; it’s the cornerstone of our culture.

Service is the essence of our identity at HUB International. This commitment extends beyond our clients to our employees and the communities we serve. Each of our regional offices is deeply involved in local causes, embodying our dedication to making a tangible difference. Join us and be part of a team that not only advances professionally but also contributes positively to society.

At HUB, your career is poised for greatness. Welcome to a world where your skills are valued, your professional growth is paramount, and your contribution makes a lasting impact.

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Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: No Travel Required

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About HUB International

Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.