Investment Associate

2 weeks ago

Toronto, Canada Segal Full time

Investment Analyst – Entry LevelThe OpportunityWe are recruiting for an entry level Investment Analyst to join our Toronto office. This hybrid role requires being in the Toronto office 2 days a week. Join our dynamic team as an Investment Analyst and work in a collaborative, growth-focused environment. In this role, you’ll work closely with our experienced Investment Consultants, delivering impactful investment services to a diverse client base. You’ll have the opportunity to develop your knowledge in employee benefits and investment strategies for union-sponsored pension plans. Your focus will be on data analytics, with routine client interactions under supervision and the chance to grow to a more senior role.Key ResponsibilitiesProduce monthly and quarterly reports on client accounts for senior Investment Consulting staff.Analyze quarterly performance reports to review both individual fund manager results and total fund outcomes.Prepare and update performance reports for client presentations on a quarterly basis.Communicate with investment management firms and fund managers regarding client inquiries, portfolio statistical profiles, and reconciliations as required.Coordinate with third-party performance analysts to verify performance returns.Collect and compile data, create statistical spreadsheets, conduct data analysis, and offer input to improve work products.Draft written communication and communicate verbally with relevant stakeholders.Qualifications & RequirementsUndergraduate degree with academic training in a quantitative discipline (e.g., Finance, Mathematics, Statistics) with demonstrated analytical skill.Knowledge of investment products and mutual funds is a plus.Interest in enrolling in and intent to complete relevant professional accreditation (e.g., CFA, CSC).Advanced working proficiency of all levels of Microsoft Word, Excel, PowerPoint, and Outlook.Proficiency in communication (oral/written) and organization skills.Proficiency in interpersonal skills with ability to interact effectively with diverse audiences.About SegalSegal is a privately owned, leading North American employee benefit, human resources and investment management consulting firm with over 80 years of history providing trusted advice that improves lives. Segal offers a comprehensive suite of benefits and a special place to work, including a non-contributory defined benefit pension plan, matching and discretionary contributions to a 401(k) profit sharing plan, medical and prescription benefits, dental benefits, life and disability insurance, an Employee Assistance Program, wellness benefits and professional credential and tuition reimbursement.Join SegalWe’re excited to learn more about you If your qualifications align closely with what we’ve described, we encourage you to apply. Please apply now. The hiring process is merit-driven and we are committed to a fair and transparent process. If you require accommodation during the interview, please let us know.Location & Employment DetailsLocation: Toronto, Ontario, CanadaSchedule: RegularEmployment Type: Full-time, Entry LevelTravel: 25% of the timeJob Posting Date: Dec 3, 2025 #J-18808-Ljbffr

  • Investment Associate

    4 days ago

    Toronto, Ontario, Canada Sleeping Giant Investment Office Full time

    Company OverviewSleeping Giant Investment Office ("SGIO") is a Toronto-based family office, led by the founders of Polar Asset Management Partners, one of Canada's leading alternative asset managers. SGIO is focused on acquiring and building high-quality, founder-led businesses, with the flexibility to invest across the capital stack and in both control and...

  • Investment Performance Analytics Associate

    2 weeks ago

    Toronto, Canada Investment Management Corporation of Ontario Full time

    A public sector asset management firm in Toronto seeks an Associate for Performance Measurement & Analytics. This contract role requires producing complex investment performance reports, conducting analysis, and collaborating with multiple teams. Candidates should have 1-4 years in financial services, preferably asset management or capital markets, and an...

  • Investment Performance Analytics Associate

    2 weeks ago

    Toronto, Canada Investment Management Corporation of Ontario Full time

    A public sector asset management firm in Toronto seeks an Associate for Performance Measurement & Analytics. This contract role requires producing complex investment performance reports, conducting analysis, and collaborating with multiple teams. Candidates should have 1-4 years in financial services, preferably asset management or capital markets, and an...

  • Operations Associate, Private Client Investment Services

    1 week ago

    Toronto, Canada Hillsdale Investment Management Inc. Full time

    Operations Associate, Private Client Investment Services This range is provided by Hillsdale Investment Management Inc. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range: CAD $70,000.00/yr - CAD $90,000.00/yr Direct message the job poster from Hillsdale Investment Management Inc. OPERATIONS...

  • Associate, Investments

    13 hours ago

    Toronto, Canada Connor, Clark & Lunn Financial Group Full time

    **Associate, Investments** **Crestpoint Real Estate Investments Ltd.** **Toronto, ON** We are looking for an** Associate, Investments** to join our **Crestpoint Real Estate Investments Ltd. **(“Crestpoint”) team. Part of the Connor, Clark & Lunn Financial Group, Crestpoint is a commercial real estate investment manager dedicated to providing...

  • Operations Associate, Private Client Investment Services

    2 weeks ago

    Toronto, Ontario, Canada Hillsdale Investment Management Inc. Full time

    OPERATIONS ASSOCIATE, Private Client Investment ServicesHillsdale Investment Management Inc.(Hillsdale) is an independent, employee-driven, and client-aligned investment boutique managing assets on behalf of a select group of sophisticated institutional and private wealth investors. We engage in disciplined active investment management, specializing in...

  • Investment Associate

    2 weeks ago

    Toronto, Canada Ourboro Full time

    Are you a detail-oriented investment analyst looking to make the jump to an associate role? Do you want to test your skills in a start-up environment, supporting the growth of a robust investment platform? Are you interested in working in a collaborative, casual team, with an all-hands-on deck mentality? Are you passionate about real estate, and working at...

  • Investment Associate

    4 days ago

    Toronto, Canada R-LABS Canada LP Full time

    **WHO WE ARE**: R-LABS is the real estate industry venture builder, and we believe that the best way to predict the future is to help create it. We work alongside entrepreneurs and innovators to identify problems in real estate and co-create purpose-driven companies. Through the science of company building, we’re developing transformative solutions and...

  • Associate, Investment

    7 days ago

    Toronto, Canada Sixty Degree Capital Full time

    Apply for the Associate, Investment role at Sixty Degree Capital . About the Role We are looking for a highly motivated, analytical, and detail-oriented Investment Associate to join our growing team. The ideal candidate will bring over five years of experience at a leading financial institution, hold CFA Level II or above, and possess outstanding...

  • Associate Investment Advisor

    5 days ago

    Toronto, Canada Hunter Mercantile Full time

    Associate Investment Advisor The Client: Our client one of Canada’s preeminent wealth management firms are seeking a CIRO/IIROC licensed Associate Investment Advisor to join their growing practice in downtown Toronto. In this lynch-pin role you will have deep client interaction and be involved in portfolio design and management as well as the financial...