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Analyst, Investment Consulting

Analyst, Investment Consulting

GallagherToronto, ON
30+ days ago
Salary
CA$95,000.00 yearly
Job description

Job Description

Embark on a journey of meaningful impact with Buck Canada, where a century of experience meets a world of possibilities. As we redefine the landscape of HR, pensions, and employee benefits consulting, you'll be at the forefront of transformative solutions. Join us, and together, we'll create a future where businesses and individuals thrive, and aspirations know no boundaries.

We believe that every candidate brings something special to the table, including you! So, even if you feel that you're close but not an exact match, we encourage you to apply.

How you'll make an impact

As an Investment Consulting Analyst, you will provide technical support to Investment and Retirement clients across Canada. This position directly supports the organization's objective of providing a superior level of Investment and Retirement advice to Plan sponsors and Plan members.

The Investment Consulting Analyst will work both independently and with a team to review, analyse, market and provide recommendations on Investments, Plan design and utilization of funds and tools. The position includes the many detailed and broad functions involved in reviewing, auditing and analysing investments and retirement plans.

  • Develop and maintain a close relationship with the Investment and Retirement team, record keepers and investment managers.
  • Support the Consultants through involvement in preparation of prospect and client presentations and reports (e.g. investment reviews, governance reviews, investment manager searches, record keeper searches and ad-hoc projects).
  • Data validation and enhancements to a proprietary investment performance monitoring system.
  • Analyse investment manager performance.
  • Evaluate and judge the similarities, differences and capabilities of the various investment managers and record keepers.
  • Attend investment manager and record keeper due diligence meetings.
  • Prepare investment manager meeting summaries for ratings / internal discussions and for clients.
  • Research industry trends.
  • Proactively present new ideas to improve efficiencies.

About you

  • Undergraduate degree in Mathematics, Actuarial Science, Business or other related areas.
  • Two to three years of current work experience in a similar role would be an asset.
  • Interest in capital markets.
  • Strong analytical, mathematical and diagnostic skills.
  • Strong planning and time management skills.
  • Able to manage multiple priorities within a dynamic environment.
  • Strong work ethics and willingness to work non-standard hours in an office environment full-time.
  • Microsoft Office - Excellent Excel, Word and PowerPoint skills.
  • Knowledge of editing / creating VBA macros would be an asset.
  • Strategic thinker and solution minded.
  • Quality written and oral communications.
  • Dedicated team player but is also able to work effectively individually.
  • Collaborate effectively with internal team as well as with external service providers.
  • Pursuing the Chartered Financial Analyst (CFA) designation is mandatory for this role.

    • Compensation and benefits

    On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.

    Below are the minimum core benefits you'll get, depending on your job level these benefits may improve :

  • Flexible medical & dental coverage to meet your household's needs
  • Life, Dependent Life and AD & D Insurance options
  • Retirement savings including RRSP including a company match, TFSA, pension and more
  • Employee Stock Purchase Plan

    • Other benefits include :

  • Educational expense reimbursement
  • Employee assistance programs
  • Discounted gym membership (GoodLife Fitness)
  • Opportunity for flexible work arrangements
  • Paid sick days & personal days
  • Paid Time Off to Volunteer
  • Employee education recognition program
  • Employee referral bonus program
  • LifeWorks Employee Assistance Program
  • Matching Gift Program

    • We value inclusion and diversity

    Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.

    Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.

    We are an equal opportunity employer which values diversity in the workplace and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

    Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws.

    Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.