Investment Analyst

7 days ago


Old Toronto, Ontario, Canada HUB International Full time

HUB Proteus, an expanding institutional investment consulting firm based in Toronto, is looking for an Investment Analyst to join their dynamic team. This established firm is a leading provider of pension governance and investment consulting to Canadian Pension and Investment Funds. Proteus was recognized in the Top Quartile for the quality of investment consulting services in the 2019 Greenwich Associates Survey. This role will report to the Director of Investment Operations.

If you are client-oriented, detail-oriented, and innovative in achieving efficient results, this role is ideal for you. As an Investment Analyst, you will receive mentorship, allowing you to enhance your analytical skills and deliver high-quality client outcomes. There are various opportunities for career growth, including a potential path to a consultant position. You will be exposed to client consulting and manager research, requiring strong time management and communication skills due to the fast-paced work environment at Proteus, which encourages entrepreneurial thinking, teamwork, and excellence in client service.

What You'll Do

  • Collaborate with the Director of Investment Operations on managing reporting workflow
  • Prepare monthly and quarterly performance client reports accurately
  • Perform quality checks on deliverables
  • Maintain communication with Investment Managers, Custodians, and Recordkeepers
  • Support Consultants in delivering investment consulting and governance services

Qualifications and Expertise for Success

  • Bachelor's Degree in Finance, Economics, or Accounting
  • Strong written and verbal communication skills
  • Ability to prioritize, manage time effectively, and multitask
  • Completion of the 1st level of the CFA program is a plus
  • Proficiency in Microsoft Office, especially Excel

Elevate Your Career with HUB International

Joining HUB International means aligning your career with a top insurance brokerage in Canada. Our vast network of professionals across North America offers stability and significant growth opportunities. We prioritize your well-being and professional development through competitive pay, flexible work arrangements, comprehensive benefits, and ongoing training programs.

Diversity, Equity, and Inclusion: Our Commitment

HUB International is dedicated to creating a diverse and inclusive work environment where every voice is valued. We encourage equal opportunities for all and support local communities through our involvement in various causes. We are committed to making a positive impact professionally and socially, and we welcome you to be part of our team.

At HUB, your career is set for success. Your skills are cherished, your growth is essential, and your contribution matters. Join us today



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