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Analyst, Investment Consulting
3 months ago
As an analyst, you will work with other analysts, associates and consultants to support the client servicing efforts of the Canadian Investment practice.
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 reports by preparing written commentary and analysis for delivery to clients by predetermined deadlines
- Collect data and perform calculations or analysis necessary to produce reports and support consultants
- Support team members in the construction of decks for client presentations
- Build relationships internally and collaborate effectively on crossfunctional teams
- Demonstrate natural ease and effectiveness when dealing with clients/colleagues at all levels
- Work with client teams to provide a variety of services and deliverables
- Deliver on projects to meet or exceed client expectation
The Requirements
- Undergraduate degree with 1 to 3 years of experience
- Interest in or progress towards the CFA is desirable
- Interest in and knowledge of financial markets and defined benefit and defined contribution plans
- Effective oral and written communication skills
- Comfortable in a team environment
- Ability to work independently and manage multiple deadlines, and projects
- Attention to detail
- Working knowledge of Excel, PowerPoint and Word