Investment Analyst

We know it’s our people who make us great at what we do.

Our growing investment practice is looking for a talented, hardworking

Investment Analyst

to be based in our Toronto office, serving Eckler’s clients across the country. This is a great opportunity to start your journey in investment consulting.

The consultants provide advice to a wide range of pension (defined benefit and defined contribution), foundation/endowment, and other institutional investment clients. The team helps with all aspects of our clients’ investment strategy including investment policy development, asset liability modelling, portfolio structuring (including traditional and alternative assets), plan design, manager and fund line-up selection, record keeper selection, monitoring, governance, and compliance. The analyst group is at the heart of the practice, building customized reports and information required by our clients.

We are looking for an individual with strong interpersonal skills who can fit into a tightly knit team and can effectively deal with competing priorities in a busy consulting practice. If you are looking to fine tune your Investment Analyst skills with a focus on defined contribution plans, then this role may be the right fit for you!

This posting is for an existing vacancy that we are actively seeking to fill.

Role and Responsibilities

Perform ad-hoc performance analysis

Industry research and keeping up to date with industry developments

Develop expertise in the asset management industry, various asset classes, and manager and record keeper assessment

Meet with investment management organizations to assess their skills and capabilities as well as the appropriateness of their investment strategies for client portfolios

Meet with and analyze record keepers to assess their skills, capabilities and appropriateness for client retirement programs

Promote continuous improvement in processes and reporting, proactively identifying opportunities for enhancements

Passion for investing and for helping Eckler's clients make optimal investment decisions

What we offer

Collaborative and engaging atmosphere

Variety in work and ability to evolve and grow your career

Working with colleagues across Canada and across multiple practice areas

Opportunities to help grow and evolve our practice

An entrepreneurial, collegial work environment

Hybrid work environment and dress for your day approach (3 days in office minimum)

What you offer

Undergraduate degree with finance, investment or a math focus

University co‑op / summer work experience within finance/investment industry preferred

1-3 years of financial industry experience

Enrollment in the CFA program or similar preferred

Good analytical abilities and Excel proficiency

Enthusiastic contributor with strong collaboration skills

Experience or qualifications in financial risk management

Excellent oral and written communication skills

Eckler is Canada’s largest independent actuarial consulting firm. Our purpose is to care and to do right by people so that together we can achieve a brighter, more secure future. Based in Canada and the Caribbean, we’re a team of committed and highly skilled professionals consulting in the areas of pension, retirement, financial wellness, investment, group benefits, insurance, change management and communication and technology. Owned and operated by its active Principals, the company has earned a reputation for service continuity and high professional standards. Eckler is a founding member of Abelica Global – an international alliance of independent actuarial and consulting firms operating in over 20 countries.

At Eckler, we value diversity of all types. Our organization is made up of smart, collaborative, and thoughtful people with a wide range of backgrounds, skills, and experiences. We are committed to an inclusive, diverse, and accessible workplace and encourage all interested applicants to submit a cover letter and resume for consideration. Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e‑mail a request to careers@eckler.ca.

Artificial intelligence (AI) tools may be used during the recruitment process to screen or assess applications. All evaluations involving AI are reviewed by in‑house recruiters prior to making any final decisions.

We thank all applicants for their interest, but only those selected for the shortlist will be contacted.

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