Investment Analyst, Grs

6 months ago

Toronto, 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

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