Associate, Investment Consulting

2 weeks ago

Toronto, Canada Gallagher Full time

About Us:
Embark on a journey of meaningful impact with Buck Canada, where a century of experience meets a world of possibilities. As we redefine the landscape of HR, pensions, and employee benefits consulting, you'll be at the forefront of transformative solutions. Join us, and together, we'll create a future where businesses and individuals thrive, and aspirations know no boundaries.

**Responsibilities**:
As an Investment Consulting Analyst, you will provide technical support to Investment and Retirement clients across Canada. This position directly supports the organization’s objective of providing a superior level of Investment and Retirement advice to Plan sponsors and Plan members.

The Investment Consulting Analyst will work both independently and with a team to review, analyse, market and provide recommendations on Investments, Plan design and utilization of funds and tools. The position includes the many detailed and broad functions involved in reviewing, auditing and analysing investments and retirement plans.
- Develop and maintain a close relationship with the Investment and Retirement team, record keepers and investment managers.
- Support the Consultants through involvement in preparation of prospect and client presentations and reports (e.g. investment reviews, governance reviews, investment manager searches, record keeper searches and ad-hoc projects).
- Data validation and enhancements to a proprietary investment performance monitoring system.
- Analyse investment manager performance.
- Evaluate and judge the similarities, differences and capabilities of the various investment managers and record keepers.
- Attend investment manager and record keeper due diligence meetings.
- Prepare investment manager meeting summaries for ratings/internal discussions and for clients.
- Research industry trends.
- Proactively present new ideas to improve efficiencies.

Qualifications:

- Undergraduate degree in Mathematics, Actuarial Science, Business or other related areas.
- Two to three years of current work experience in a similar role would be an asset.
- Interest in capital markets.
- Strong analytical, mathematical and diagnostic skills.
- Strong planning and time management skills.
- Able to manage multiple priorities within a dynamic environment.
- Strong work ethics and willingness to work non-standard hours in an office environment full-time.
- Microsoft Office - Excellent Excel, Word and PowerPoint skills.
- Knowledge of editing/creating VBA macros would be an asset.
- Strategic thinker and solution minded.
- Quality written and oral communications.
- Dedicated team player but is also able to work effectively individually.
- Collaborate effectively with internal team as well as with external service providers.
- Pursuing the Chartered Financial Analyst (CFA) designation is mandatory for this role.

  • Investment Associate

    1 week ago

    Toronto, Canada Worthland Consulting Inc. Full time

    Company Description Worthland Consulting Inc. is a premier quality recruitment agency based in Canada that specializes in the web3 and crypto space. Our mission is to connect the best candidates with the right jobs in these industries. Whether you are looking to hire new staff or find a new job, we are here to help. Role Description This is a full-time...

  • Investment Associate

    1 week ago

    Toronto, Canada Worthland Consulting Inc. Full time

    Company Description Worthland Consulting Inc. is a premier quality recruitment agency based in Canada that specializes in the web3 and crypto space. Our mission is to connect the best candidates with the right jobs in these industries. Whether you are looking to hire new staff or find a new job, we are here to help. Role Description This is a full-time...

  • Investment Associate

    1 week ago

    Toronto, Canada Worthland Consulting Inc. Full time

    Company DescriptionWorthland Consulting Inc. is a premier quality recruitment agency based in Canada that specializes in the web3 and crypto space. Our mission is to connect the best candidates with the right jobs in these industries. Whether you are looking to hire new staff or find a new job, we are here to help.Role DescriptionThis is a full-time remote...

  • Investment Associate

    1 week ago

    Toronto, Canada Worthland Consulting Inc. Full time

    Company Description Worthland Consulting Inc. is a premier quality recruitment agency based in Canada that specializes in the web3 and crypto space. Our mission is to connect the best candidates with the right jobs in these industries. Whether you are looking to hire new staff or find a new job, we are here to help.Role DescriptionThis is a full-time remote...

  • Investment Associate

    2 weeks ago

    Toronto, ON, Canada Worthland Consulting Inc. Full time

    Company DescriptionWorthland Consulting Inc. is a premier quality recruitment agency based in Canada that specializes in the web3 and crypto space. Our mission is to connect the best candidates with the right jobs in these industries. Whether you are looking to hire new staff or find a new job, we are here to help.Role DescriptionThis is a full-time remote...

  • Investment Associate

    1 week ago

    Toronto, ON, Canada Worthland Consulting Inc. Full time

    Company DescriptionWorthland Consulting Inc. is a premier quality recruitment agency based in Canada that specializes in the web3 and crypto space. Our mission is to connect the best candidates with the right jobs in these industries. Whether you are looking to hire new staff or find a new job, we are here to help.Role DescriptionThis is a full-time remote...

  • Investment Associate

    1 week ago

    Toronto, Canada Worthland Consulting Inc. Full time

    Company DescriptionWorthland Consulting Inc. is a premier quality recruitment agency based in Canada that specializes in the web3 and crypto space. Our mission is to connect the best candidates with the right jobs in these industries. Whether you are looking to hire new staff or find a new job, we are here to help.Role DescriptionThis is a full-time remote...

  • Investment Risk Associate

    7 days ago

    Toronto, ON, Canada Worthland Consulting Inc. Full time

    Worthland Consulting Inc. is a premier quality recruitment agency based in Canada that specializes in the web3 and crypto space. Our mission is to connect the best candidates with the right jobs in these industries. Whether you are looking to hire new staff or find a new job, we are here to help. This is a full-time remote role (could be an onsite/hybrid...

  • Investment Associate

    7 days ago

    Toronto, ON, Canada Worthland Consulting Inc. Full time

    Company Description Worthland Consulting Inc. is a premier quality recruitment agency based in Canada that specializes in the web3 and crypto space. Our mission is to connect the best candidates with the right jobs in these industries. Whether you are looking to hire new staff or find a new job, we are here to help. Role Description This is a full-time...

  • Investment Associate

    2 weeks ago

    Greater Toronto Area, Canada Worthland Consulting Inc. Full time

    Company Description Worthland Consulting Inc. is a premier quality recruitment agency based in Canada that specializes in the web3 and crypto space. Our mission is to connect the best candidates with the right jobs in these industries. Whether you are looking to hire new staff or find a new job, we are here to help. Role Description This is a full-time...

  • Investment Associate

    2 weeks ago

    Greater Toronto Area, Canada Worthland Consulting Inc. Full time

    Company DescriptionWorthland Consulting Inc. is a premier quality recruitment agency based in Canada that specializes in the web3 and crypto space. Our mission is to connect the best candidates with the right jobs in these industries. Whether you are looking to hire new staff or find a new job, we are here to help.Role DescriptionThis is a full-time remote...

  • Investment Associate

    2 weeks ago

    Greater Toronto Area, Canada Worthland Consulting Inc. Full time

    Company DescriptionWorthland Consulting Inc. is a premier quality recruitment agency based in Canada that specializes in the web3 and crypto space. Our mission is to connect the best candidates with the right jobs in these industries. Whether you are looking to hire new staff or find a new job, we are here to help.Role DescriptionThis is a full-time remote...

  • Associate Partner-investment Consulting

    4 weeks ago

    Toronto, Canada Aon Full time

    **Job Description**: **Associate Partner, Investment Consulting**: - Are you an investment advisory leader who enjoys strategic problem-solving, and who shines in a client champion role? If your answer is yes, we have an extraordinary career opportunity for you - we present you the role of Associate Partner, Investment Consulting at Aon! - This is a hybrid...

  • Associate, Investment Consulting

    2 weeks ago

    Toronto, Ontario, Canada Gallagher Full time

    Job Description Embark on a journey of meaningful impact with Buck Canada, where a century of experience meets a world of possibilities. As we redefine the landscape of HR, pensions, and employee benefits consulting, you'll be at the forefront of transformative solutions. Join us, and together, we'll create a future where businesses and individuals thrive,...

  • Associate Investment Consultant

    1 month ago

    Toronto, Ontario, Canada LifeWorks Inc. Full time

    TELUS Health and LifeWorks have recently come together to leverage the power of technology and our caring cultures to further progress our shared goal of building a healthier and friendlier future for all. As a global-leading health and well-being provider - encompassing physical, mental and financial health - TELUS Health is improving health outcomes for...

  • Associate, Investment Consulting

    2 weeks ago

    Toronto, Canada Gallagher Full time

    Job Description Embark on a journey of meaningful impact with Buck Canada, where a century of experience meets a world of possibilities. As we redefine the landscape of HR, pensions, and employee benefits consulting, you'll be at the forefront of transformative solutions. Join us, and together, we'll create a future where businesses and individuals thrive,...

  • Associate, Investment Consulting

    2 weeks ago

    Toronto, Ontario, Canada Gallagher Full time

    Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create...

  • Associate, Investment Consulting

    2 weeks ago

    Toronto, Canada Gallagher Full time

    Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create...

  • Analyst, Investment Consulting

    7 days ago

    Toronto, Canada WTW Full time

    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...

  • Associate, Investments

    1 month ago

    Toronto, Canada BGO Full time

    **Associate, Investments** **Toronto, ON** **Who We Are**: BGO is a leading, global real estate investment management advisor and a globally-recognized provider of real estate services. BGO serves the interests of more than 750 institutional clients with expertise in the asset management of office, industrial, multi-residential, retail and hospitality...