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Investment Consulting Analyst
1 month ago
As a key member of our Canadian Investment practice, you will play a vital role in providing support on a range of investment services to Defined Benefit and Defined Contribution plans and other institutional entities.
This role is hybrid, with regular attendance to the office required, typically up to 2-3 days, but may be more depending on business needs.
Relocation is not offered for this position.
Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
The Role
- Produce quarterly investment performance reports by preparing written commentary and analysis for delivery to clients by required deadlines.
- Liaise with investment managers and other providers to collect information and conduct analysis and research as necessary to produce reports.
- Prepare written and analytic material that provide recommendations and actions for a variety of services and deliverables.
- Support consultants and other team members to effectively deliver services to clients.
- Attend client meetings or manager meetings led by consultants.
- Build relationships internally and collaborate effectively on cross-functional teams.