Investment Analyst (Atlantic Canada)

Here’s the impact you’ll make and what we’ll accomplish together

You will play a key role in supporting client relationships and providing quality investment consulting services for institutional investment clients of various sizes.

What You’ll Do

• Participate in investment research, assisting with investment manager searches, ongoing monitoring, documentation, and maintenance of internal databases
• Prepare investment performance reports for clients (with direction / supervision / support from senior team members).
• Gather qualitative and quantitative data from external managers, custodians and other data providers.
• Calculate investment performance statistics; create and modify charts and tables; draft investment manager performance commentary; draft emails and letters in collaboration with consultants and peers.
• Analyze portfolio characteristics, performance, drivers of return, manager investment style and ad...