Investment Analyst, GRS

1 week ago

Old Toronto, Ontario, Canada People Corporation Full time

At People Corporation we are committed to helping businesses succeed. We are a national provider of benefits, retirement, wealth, wellness, and human resource solutions. Our experts and solutions serve over 20,000 clients representing nearly 3 million Canadians. We offer customized solutions designed to fit the unique needs of organizations, and their employees, members and stakeholders.

We are seeking an Investment Analyst to join our National Investment Team in support of our Group Retirement Solutions' (GRS) internal and external stakeholders.

The Investment Analyst will:

  • Request data needed for quarterly performance reports and analyze individual fund performance vs benchmark and peers.
  • Produce accurate and detailed client reports through analysis of client-specific investment data, in support of consulting colleagues.
  • Provide technical review of work done by others to as part of the team's quality control process.
  • Respond to routine investment queries from Consultants and clients.
  • Liaise with clients and consultants to distribute quarterly reports or other requested information.
  • Liaise with investment managers as needed.
  • Become an expert with the tools and software being used.
  • Automate the investment reports as much as possible and minimize manual inputs.
  • Utilize a continuous improvement process mindset from quarter to quarter.
  • Contribute to ad hoc projects
  • Assist with the training and development of new team members as required
  • Ensure any leads are identified and communicated to the appropriate team members
  • Participate in meeting with investment managers and carriers as necessary to enhance the team's knowledge and awareness of what's happening with a fund's performance or current events.
  • Stay current with market developments and key economic events and provide updates to teammates, GRS, and others as relevant.
  • Provide research and analysis support to GRS team on specialty investments and funds.

To be successful as an Investment Analyst with People Corporation, you will need:

  • Strong technical skills – progress towards CFA, ACIA or other investment certification is desirable.
  • Advanced MS Excel skills
  • Excellent communication skills
  • Excellent client-focus and professional acumen
  • Experience with investments and performance monitoring for institutional Defined Contribution Plans
  • Strong organizational skills with the ability to prioritize, multi-task, and manage time efficiently both independently and collaboratively in a team environment
  • Ability to adhere to existing company policies and procedures
  • Ability to use tact and discretion to maintain information in the strictest of confidence
  • Solid working knowledge of MS Word, and PowerPoint
  • Familiar with Morningstar Direct and eVestment software
  • Experience with alternative asset classes is desirable
  • Experience presenting investment results to clients is desirable
  • Bilingual (French and English) is an asset

What's in it for you:

  • Learn by working alongside our experts
  • Extended health care and dental benefits
  • A retirement savings plan with company contributions
  • A suite of Health & Wellness offerings
  • Mental Health programs and support for you and your family
  • Assistance for the completion of industry designations
  • Competitive compensation

Providing an inclusive, accessible environment, where all employees and clients feel valued, respected and supported is something we're committed to. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employeehas the opportunity toreach their potential. If you require an accommodation or an alternative format of any posting please reach out to

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