Investment Associate

3 weeks ago

Toronto, Canada Segal Full time

Investment Analyst – Entry Level The Opportunity We 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 Responsibilities Produce 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 & Requirements Undergraduate 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 Segal Segal 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 Segal We’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 Details Location: Toronto, Ontario, Canada Schedule: Regular Employment Type: Full-time, Entry Level Travel: 25% of the time Job Posting Date: Dec 3, 2025 #J-18808-Ljbffr

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