Job Description
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 Research Analyst to be based in our Halifax office, serving Eckler’s clients across the country.
The investment 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 selection, performance monitoring, manager research, and compliance. The analyst group is at the heart of the practice, building customized reports and conducting all research 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. The individual in this role will become a subject matter expert and a key member of the investment team, making meaningful contributions to our clients.
If you are looking to make a significant contribution and fine tune your investment analysis and research skills, then this role may be the right fit for you!
This posting is for an existing vacancy that we are actively seeking to fill.
Role and Responsibilities
Performance Monitoring & Client Reporting
- Prepare quarterly and ad-hoc client performance reports, integrating data into proprietary reporting systems.
- Track and analyze investment performance, organizational changes, and strategy developments for existing managers.
- Maintain up-to-date client exposure data and assist in report production for client deliverables.
- 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.
Manager Research
- Support the execution of Eckler’s investment research process across public and private markets.
- Conduct due diligence on investment managers, including qualitative and quantitative assessments.
- Prepare and maintain detailed research notes, manager summaries, and assessment templates in alignment with Eckler’s internal framework.
- Contribute to quarterly and ad hoc research reports, including manager updates and industry insights.
- Participate in internal research meetings and synthesize insights for dissemination to consultants and clients.
- Demonstrate intellectual curiosity and a passion for financial markets and investment research, continually seeking to improve understanding of market trends and manager strategies.
What we offer
- Collaborative and engaging atmosphere
- Variety in work and ability to evolve and grow your career
- Working with colleagues across Canada
- Opportunities to help grow and evolve our practice
- An entrepreneurial, collegial work environment
- Hybrid work environment and dress for your day approach (3 days in office minimum)
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
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. 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 [email protected].
Artificial intelligence (AI) tools may be used during the recruitment process to screen or assess applications. All evaluations involving AI are reviewed by in-house recruiters prior to making any final decisions.
We thank all applicants for their interest, but only those selected for the shortlist will be contacted.