Junior Analyst providing financial analysis for employee benefits at HUB International, assisting with data administration and supporting high - level analysis on client statements and renewals.
About the role
- Analyst supporting Portfolio Managers in portfolio construction for Canadian clients. Involves analysis, management, and effective cross-functional collaboration within investment and business development teams.
Responsibilities
- Analysis and support of portfolio construction decisions for portfolio invested across a range of global asset classes
- Support the development of proposals for portfolio construction, identifying and following up on areas requiring further analysis
- Support preparation of agendas and create materials for Canada Portfolio Management Group meetings including formal portfolio reviews
- Prepare written and analytic materials that present and support investment recommendations and actions
- Draft and maintain clear documentation of portfolio decisions, including support for an audit trail regarding client specific differences from model portfolios
- Analysis and management of cash flow needs and movements as well as trade simulations for consideration by portfolio managers
- Building effective working relationships on cross-functional teams in Canada across Operations, Strategy, Investment and Retirement and Business Development
- Exercising project management skills as you collaborate with others to ensure projects are delivered efficiently
- Contribute to the growth of the delegated business supporting business development by modeling proposed portfolios under the supervision of portfolio managers
- Applying a critical focus on process proactively seeking enhancements to improve efficiency and consistency in the delivery of portfolio management
Requirements
- An undergraduate degree
- An interest in financial markets (both Canadian and global), institutional investing, and multi-asset investment management
- Currently pursuing or with the potential to pursue the Chartered Financial Analyst or other industry designation
- We are looking for an individual who:
- thrives in an inclusive, highly collaborative work environment
- has a keen appreciation of process and strong organizational skills with a detail orientation
- is comfortable working in a dynamic and usually fast-paced environment
- displays sound analytical skills; ability to grasp key issues and offer effective solutions
- has a track record of delivering accurate, high-quality work
- applies their working knowledge Excel and databases to our internal processes and systems
- French/English bilingualism an asset but not a requirement
Benefits
- This role is also eligible for an annual short-term incentive bonus.
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