Investment Analyst - Toronto, Canada - WTW

WTW

Verified Company

Toronto, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

As an investment consulting analyst, you will work with our Canadian Investment practice to provide support on a range of investment services to Defined Benefit and Defined Contribution plans and other institutional entities.

Support will be required on a range of investment-related matters, including: performance measurement and evaluation, investment manager monitoring, strategic asset allocation, investment management structures, manager selection, statements of investment policy, and global research services.

Relocation is not offered for this position.

Note:
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 crossfunctional teams

The Requirements

Undergraduate degree with 1 to 3 years of experience
Interest in or progress towards the CFA is desirable
Interest in and knowledge of financial markets and defined benefit and defined contribution plans
Effective oral and written communication skills
Comfortable in a team environment and working in a dynamic and fastpaced environment
Ability to work independently with strong analytical skills
Effective organizational skills to manage multiple deadlines and projects
Attention to detail and able to deliver accurate and highquality work
Working knowledge of Excel, PowerPoint and Word