Analyze retirement investments for People Corporation, supporting defined contribution and capital accumulation plan clients through detailed research and reporting.
This Investment Consulting Analyst supports consultants serving group retirement savings and CAP clients. The work includes investment monitoring, performance analysis, manager research, governance support, and client deliverables. You will evaluate funds, prepare reports, and contribute to investment recommendations.
Key Responsibilities:
- Monitor funds, target date funds, and balanced investment solutions
- Analyze performance, risk metrics, portfolios, and manager stability
- Prepare investment reviews, fund profiles, and client presentations
- Support governance materials, IPS development, and investment recommendations
- Maintain databases, validate data, and assist reporting automation
Requirements:
- Bachelor's degree in finance, economics, commerce, or related discipline
- One to three years of relevant investment experience
- Advanced Microsoft Excel and PowerPoint proficiency
- Ability to interpret complex financial data accurately
- CFA enrollment or intention strongly preferred
Apply investment research, performance analysis, and reporting expertise supporting People Corporation's retirement consulting services and client investment programs.
Investment Consulting Analyst Retirement Plans in Toronto employer: Coughlin Winnipeg
Coughlin Winnipeg offers a supportive work environment where employees can thrive in their careers. The company values strong client relationships and provides opportunities for professional development, particularly in the insurance and disability management sectors. Employees benefit from a collaborative culture that emphasizes teamwork and effective communication.
