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Investment Analyst

Remote: 
Full Remote
Contract: 
Full time
Experience: 
Mid-level (2-5 years)
Work from: 
Canada

Offer summary

Qualifications:

Undergraduate degree in finance, investment, or math, 1-3 years of financial industry experience, Enrolled in the CFA program is preferred, Excellent analytical abilities and Excel proficiency.

Key responsabilities:

  • Prepare client performance reports
  • Perform ad-hoc performance analysis
  • Conduct industry research and stay updated with developments
  • Develop expertise in asset management and various asset classes
Eckler Ltd. / Eckler ltée logo
Eckler Ltd. / Eckler ltée Financial Services SME https://www.eckler.ca/
201 - 500 Employees
About Eckler Ltd. / Eckler ltée
At Eckler, we are driven by our purpose to care and to do right by people so that together we can achieve a brighter, more secure future. It’s just one of the reasons Eckler has been recognized as one of Canada’s Most Admired Corporate Cultures. Our origins go back to 1927, making us one of Canada’s first actuarial practices. Owned and operated by our active principals, we are a mid-sized company with offices located across Canada and the Caribbean. We have evolved from a strictly actuarial practice to a fully integrated consulting practice spanning a range of services including Insurance, Pensions and Benefits, Investment, Compensation, Communications, and Technology consulting. Independently owned and operated, our advice is impartial and our clients’ needs always come first. Our mission is simple: deliver best-in-class consulting services. // Chez Eckler, nous sommes motivés par notre objectif de faire preuve de bonne volonté et à agir dans l’intérêt des gens de sorte à créer, ensemble, un avenir radieux et plus sûr. C'est l'une des raisons pour lesquelles Eckler a été reconnue comme l'une des cultures d'entreprise les plus admirées au Canada. Nos origines remontent à 1927, ce qui fait de nous l'un des premiers cabinets d'actuaires au Canada. Détenue et exploitée par ses dirigeants actifs, Eckler est une entreprise de taille moyenne dont les bureaux sont situés partout au Canada et dans les Caraïbes. Nous avons évolué d'une pratique strictement actuarielle à une pratique de consultation entièrement intégrée couvrant une gamme de services, y compris l'assurance, les régimes de retraite et les avantages sociaux, l'investissement, la rémunération, les communications et la consultation en matière de technologie. Détenus et exploités de manière indépendante, nos conseils sont impartiaux et les besoins de nos clients sont toujours prioritaires. Notre mission est simple : fournir les meilleurs services-conseils.
See more Eckler Ltd. / Eckler ltée offers

Job description

As one of Canada’s Most Admired Corporate Cultures, 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 Halifax office, serving Eckler’s clients across the country.

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, 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, then this role may be the right fit for you!

Role and Responsibilities

  • Prepare quarterly client performance reports
  • 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

  • Award winning corporate culture; recipient of the Waterstone Canada’s Most Admired Corporate Cultures 2021 award
  • 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
  • Competitive total rewards package in terms of salary, bonus and benefits (commensurate with experience level)
  • An entrepreneurial, collegial work environment
  • Flexible work from home policy
  • Dress for your day dress code 

 What you offer

  • Undergraduate degree with finance, investment or a math focus
  • University co-op / summer work experience within finance/investment industry preferred
  • Enrollment in the CFA program or similar preferred
  • Good analytical abilities and Excel proficiency
  • Enthusiastic contributor with strong collaboration skills
  • Looking to have fun!
  • 1-3 years of financial industry experience
  • Experience or qualifications in financial risk management
  • Excellent oral and written communication skills

Who we are

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 consulting. 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.  

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

www.eckler.ca 

Required profile

Experience

Level of experience: Mid-level (2-5 years)
Industry :
Financial Services
Spoken language(s):
English
Check out the description to know which languages are mandatory.
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