Analyst, Investment Consulting Jobs

The Role

As an Investment Analyst, you will work with consultants to provide first class advice to clients on a range of investment-related services which can include: strategic setting of investment objectives, strategic asset allocation, investment management structures, manager selection, performance measurement and evaluation, investment manager monitoring, custodian selection, statements of investment policy and global research services.

Tasks

• Demonstrate natural ease and effectiveness when dealing with clients/colleagues at all levels
• Work together as part of dedicated client teams providing a variety of services to clients
• Build strong relationships internally and collaborate effectively on cross-functional teams
• Deliver on projects to meet or exceed client expectations
• Support team members in the construction and delivery of presentations to clients
• The tasks will be performed in hybrid mode, with regular attendance to the office (expected 3 days per week)
• Produce quarterly reports for delivery to clients by pre-determined deadlines

Qualifications

The Requirements

• Attention to detail
• Comfortable in a team environment
• Working knowledge of with Office, more importantly Excel
• Undergraduate degree required; relevant professional qualifications such as CFA, FSA, MSc, and MBA are considered an asset
• Ability to work independently and manage time and projects individually
• Interest in financial markets
• Strong oral and written communication skills
• 0-2 years of experience

EOE, including disability/vets