Manager Investment Research

6 months ago

Toronto, Canada 019981 Hub International Ontario Limited Full time

About The Role

Join HUB Proteus, a top-tier institutional investment consulting firm based in Toronto, as our Manager, Investment Research. At HUB Proteus, we're dedicated to offering exceptional investment consulting and pension governance services to Canadian Pension Plans, Endowments & Foundations, and Investment Funds. Our commitment to quality was recognized with a Top Quartile ranking in the 2022 Coalition Greenwich Institutional Services Survey.

This role is ideal for someone with deep expertise in investment consulting, a talent for conducting comprehensive investment research, and outstanding communication skills. As a Manager, Investment Research, you will focus on our manager research initiatives, leveraging a thorough research philosophy and a balanced approach that encompasses both qualitative and quantitative analysis. You will work closely with a Research Analyst, aiding clients in evaluating their investment portfolios, identifying top-tier investment managers, and ensuring effective portfolio management.

This role offers the opportunity to work in an entrepreneurial environment that values thought leadership, collaboration, and client excellence.

What You’ll Do

Uphold a cohesive and well-defined research philosophy across the HUB Proteus team.

Develop and implement research processes and tools, including ESG research.

Train and mentor the Research and Investment Analyst in research methodologies.

Set the firm’s research agenda and priorities.

Manage the research team, conduct performance reviews, and align resources with research demands.

Conduct detailed interviews with diverse investment managers, gathering insights for thorough evaluation.

Analyze and document extensive qualitative and quantitative data on investment managers, contributing to client project materials.

Proactively research and monitor investment managers, responding to ad-hoc inquiries and enhancing manager evaluation processes.

What You’ll Need for Success 

Bachelor’s Degree in Business, Finance, Economics, or Accounting preferred.

Completion of CFA program or equivalent.

Substantial investment management experience, with a focus on manager research.

Exceptional verbal and written communication skills.

Leadership experience with an understanding of operational aspects.

Detail-oriented with strong analytical capabilities.

Effective time management and multitasking abilities.

Collaborative approach with proficiency in working independently.

Proficiency in MS Office Suite (Excel, Word, PowerPoint, Outlook).

Why Choose HUB?

Opting for HUB International isn't just a career choice—it's a strategic decision to align with the apex of insurance brokerage in Canada and the 5th largest globally in insurance and employee benefits. Backed by a robust network of over 17,000 professionals across 500 offices in North America, HUB offers a landscape ripe with opportunities for seasoned leaders in the insurance sector. Our environment is competitive, exhilarating, and nurturing, designed to foster longevity and pave pathways for unprecedented growth and success. Discover more about the HUB ethos and our journey at .

Your Advantage at HUB International

At HUB, your welfare takes precedence. We ensure this through an extensive array of benefits that underscore our commitment to your well-being:

Embrace a pay structure that not only rewards but incentivizes excellence, complete with bonuses and ample opportunities to augment your earnings.

Leverage flexible work arrangements complemented by generous time-off policies to balance professional commitments and personal pursuits seamlessly.

Benefit from a comprehensive benefits suite tailored to meet your needs, including company-matched RRSPs, to fortify your financial security.

Embark on a journey of continuous growth with HUB-sponsored training programs and tuition reimbursement, investing in your future expertise.

Receive reimbursements for professional license fees and membership dues, ensuring you're always at the forefront of your field.

Enjoy a range of special discounts on events, travel, accommodations, and even on personal home and auto insurance, enhancing your lifestyle outside wo.

Diversity, Equity, and Inclusion at HUB

HUB is a mosaic of diverse talents, united in our commitment to fostering an environment where everyone feels valued, empowered, and included. Our recruitment process reflects this pledge, designed to be accessible to all. We encourage applicants to communicate any needs for assistance or accommodation—a testament to our belief in providing an equitable platform for all candidates to shine.

Our Service Commitment

Service at HUB extends beyond a core value—it's our solemn promise. This commitment resonates through our interactions with employees, clients, and communities alike. With a presence in each regional office, our community engagement efforts are tailored to make a tangible difference, reinforcing our mission to serve not just with our services, but with our actions.

Choose HUB International, where your career is not just a job, but a journey filled with opportunity, support, and the chance to make a lasting impact both professionally and in the communities we serve.

#LI-hybrid

#LI-AW

Department General ManagementRequired Experience: 5-7 years of relevant experienceRequired Travel: Up to 25%Required Education: Bachelor's degree (4-year degree)

  • Strategic Investment Researcher

    4 weeks ago

    Toronto, Ontario, Canada Green Square Research Inc. Full time

    Job DescriptionWe are seeking a highly skilled Investment Risk Analyst to join our team at Green Square Research Inc.The successful candidate will be responsible for evaluating financial risk, collecting and analyzing financial information, and providing investment advice to clients.

  • Research Assistant

    4 months ago

    Toronto, Canada Sprucegrove Investment Management Ltd Full time

    Sprucegrove Investment Management Ltd. is a Toronto-based investment management firm with a value style, specializing in Global equities for institutional clients. We are registered in Canada as a Portfolio Manager and, as applicable, an Investment Fund Manager with nine provincial securities commissions/regulators, including our principal Canadian...

  • Investment Research Expert

    1 week ago

    Toronto, Ontario, Canada CI Financial Full time

    About CI FinancialCI Financial is a global wealth management and asset management advisory services company. Our mission is to provide individuals and institutions with the highest-quality investments and advice.Ambitious Candidates WantedWe are seeking a highly motivated and detail-oriented Multi-Asset Research Analyst to join our team at CI Global Asset...

  • Investment Research Specialist

    3 weeks ago

    Toronto, Ontario, Canada Fidelity Investments Full time

    Company OverviewFidelity Investments is a world-renowned financial services company with a strong presence in Canada.Our mission is to provide unparalleled investment management and research capabilities to our clients.SalaryThe estimated annual salary for this role is $120,000 - $180,000 CAD, depending on experience.Job DescriptionIn this challenging and...

  • Investment Solutions Research, Avp

    6 months ago

    Toronto, Canada State Street Corporation Full time

    Investment Solutions Research, AVP **Why this role is important to us** The role resides with our Investment Strategy and Research team, which is a multi-asset class investment team responsible for supporting distribution by engaging with clients, making portfolio recommendations and identifying market trends for investment ideas. This person will be...

  • Investment Solutions Research, Avp

    6 months ago

    Toronto, Canada State Street Full time

    Why this role is important to us The role resides with our Investment Strategy and Research team, which is a multi-asset class investment team responsible for supporting distribution by engaging with clients, making portfolio recommendations and identifying market trends for investment ideas. This person will be responsible for conducting analysis and...

  • Senior Investment Research Director

    4 weeks ago

    Toronto, Ontario, Canada The Royal Trust Company Full time

    OverviewAs a Senior Investment Research Director at RBC Wealth Management, you will lead a team of analysts in providing research and support on mutual funds to Canada's leading national network of full-service investment advisors.Compensation and BenefitsYou can expect a competitive salary range of $150,000 - $200,000 per year, based on your experience and...

  • investment analyst

    4 months ago

    Toronto, Canada Green Square Research Inc. Full time

    Education: Bachelor's degreeExperience: 1 year to less than 2 yearsWork settingInvestment companyTasksEvaluate financial riskCollect financial and investment information about companies, stocks, bonds and other investmentsExamine and analyze financial and investment information (profiles of companies, stock or bond prices, yields and future trends)Prepare...

  • Manager, Investment Manager and Risk Rating Research

    1 month ago

    Toronto, Canada TD Bank Full time

    **Work Location**: Toronto, Ontario, Canada **Hours**: 37.5 **Line of Business**: TD Wealth **Pay Details**: $91,200 - $136,800 CAD **Overview** Reporting to the Senior Manager, Product Shelf Management & Investment Research, the incoming Manager will be accountable for both Investment Manager Research for Traditional and Alternative Investments while...

  • Equity Research Associate

    6 months ago

    Toronto, Canada MFS Investment Management Full time

    At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions...

  • investment analyst

    4 months ago

    Toronto, Canada Green Square Research Inc. Full time

    Education: Expérience: EducationBachelor's degreeWork settingInvestment companyTasksEvaluate financial riskCollect financial and investment information about companies, stocks, bonds and other investmentsExamine and analyze financial and investment information (profiles of companies, stock or bond prices, yields and future trends)Prepare company, industry...

  • Equity Research Associate

    6 months ago

    Toronto, Canada MFS Investment Management Full time

    At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions...

  • Associate, Wealth Investment Research

    2 months ago

    Toronto, Canada Fidelity Investments Full time

    Job Description This is a hybrid role with a mix of remote and in-office working - Current work authorization for Canada is required for all openings._ Who We Are At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services...

  • Strategic Investment Professional

    3 weeks ago

    Toronto, Ontario, Canada Green Square Research Inc. Full time

    Job DescriptionWe are seeking a highly skilled Strategic Investment Professional to join our team at Green Square Research Inc.Company OverviewOur company is a leading investment research firm dedicated to providing in-depth analysis and expert advice to clients across the globe.SalaryThe successful candidate can expect an estimated salary of $85,000 -...

  • Investment Manager

    1 week ago

    Old Toronto, Canada Canada Pension Plan Investment Board Full time

    CPP Investments, a leading institutional investor, seeks an experienced Senior Analyst to join its Finance team. As a key member of the Valuations Group, you will be responsible for executing valuations for private equity investments, ensuring accuracy and reliability in financial reporting.Based in Toronto, with global offices, CPP Investments offers a...

  • Data Architect for Investment Research

    1 week ago

    Toronto, Ontario, Canada MPA Recruitment Full time

    **Company Overview**MPA Recruitment is a leading recruitment agency specializing in placing top talent in the financial industry.We are working with a global investment management firm that develops quantitative investment strategies to achieve high-quality returns across global financial markets.The Data Services team manages the lifecycle of data used by...

  • Market Research Intern

    6 months ago

    Toronto, Canada Environics Research Full time

    **About Environics**: Environics delivers evidence-based solutions to clients working in a range of sectors and industries including health care, tourism, consumer lifestyle, financial services and public policy. Our team is drawn from many disciplines—from business and marketing to sociology and urban affairs. This mix makes Environics a creative and...

  • Investment Management Analyst

    3 weeks ago

    Old Toronto, Canada AGF Full time

    About AGFAGF is a leading global asset management firm, renowned for its disciplined approach to delivering excellence in investment management and providing exceptional client experiences. As an independent firm, we've made strategic acquisitions that enhance our research capabilities and offer innovative products.Our diverse range of investment solutions...

  • Strategic Investment Manager

    4 weeks ago

    Old Toronto, Canada MFS Investment Management Full time

    About the RoleWe are seeking a highly skilled Strategic Investment Manager to join our team at MFS Investment Management in Toronto, Canada. This is an exciting opportunity to work with our clients and intermediaries in a dual role, focusing on relationship management and sales.As a key member of our Institutional Sales Group Retirement team, you will be...

  • Investment Industry Research Specialist

    1 week ago

    Toronto, Ontario, Canada Brendan Wood International Full time

    Brendan Wood International (BWI) is a renowned investment intelligence provider to big cap public companies and the investment industry across North America, Europe, and Asia.As an Investment Industry Research Specialist, you will be part of the TMT Group, responsible for facilitating discussions driving the Shareholder Confidence Index with large...