Manager, Investment Manager Research

Permanent Full Time 

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The Manager, Investment Manager Research plays a critical role in the oversight and governance of funds across both the Individual (Wealth Solutions) and Group (Workplace Solutions) platforms. This role is responsible for delivering best‑in‑class quantitative performance analytics, investment risk oversight, and market insight to support executive decision‑making and ensure platform integrity.

The role supports the organization’s commitment to offering world‑class wealth platforms by helping identify, evaluate, and oversee top‑tier internal and external investment managers, while ensuring stakeholders receive timely, relevant, and insightful investment manager research (IMR).

The investment landscape is constantly evolving. This role requires a forward‑thinking mindset and a willingness to innovate—continuously adapting quantitative and qualitative evaluation approaches to ensure the organization partners with best‑in‑class investment managers and maintains competitive, resilient platforms.

Key Accountabilities & Outcomes

1. Performance Reporting & Advanced Analytics Leadership:

• Lead the development of sophisticated performance reporting and dashboards for all platforms and funds using Power BI
• Design and deliver deep quantitative performance analytics, including attribution across factors, sectors, regions, styles, and structures
• Interpret performance drivers and trends to produce actionable investment insights
• Own and deliver executive‑level reporting packages, including:
• Monthly and quarterly reporting deliverables
• CLIML Board reporting
• CL Investment Committee quarterly materials
• Translate complex analytics into clear, compelling narratives for senior leadership

Investment Risk Management Oversight:

• Build and lead the internal investment risk oversight framework for managed portfolio solutions
• Design and maintain a robust risk management system to identify, measure, and monitor intended and unintended risks
• Develop quantitative evaluation tools to assess internal Portfolio Managers
• Ensure managed solutions remain aligned with stated risk parameters and expectations
• Proactively identify emerging risks and escalate insights appropriately

Managed Solutions Performance Analytics:

• Serve as the quantitative subject matter expert for all managed solutions
• Lead all performance analytics for managed solutions across platforms
• Partner closely with the Qualitative Managed Solutions lead on ongoing research
• Own the synthesis, packaging, and communication of insights to executives and key stakeholders
• Ensure consistency, accuracy, and clarity in all managed solution performance reporting

Investment Research Thought Leadership:

• Contribute to the creation of investment research thought leadership
• Collaborate with peers to develop content addressing:
• Current market events
• Industry trends
• Investment manager insights
• Support the sales and distribution process through value‑added research content

Key Stakeholder Relationships:

This is a highly cross‑functional role with regular interaction across the enterprise, including:

• Executive leadership and senior management
• Sales and distribution teams
• Senior Investment Manager Research professionals
• Product Development
• Marketing and Distribution partners

Required Capabilities & Skills:

• Deep expertise in investment manager research and quantitative performance analytics
• Advanced analytical skills with the ability to interpret and explain complex investment data
• Strong ability to work independently while managing multiple concurrent priorities
• Proven experience using investment analytics tools, including:
• Power BI
• Morningstar Direct
• eVestment Alliance
• Other industry‑standard fund analytics software and databases
• Strong written and verbal communication skills; comfortable presenting to senior executives
• High degree of analytical curiosity and critical thinking
• Technologically savvy with a commercial and sales‑aware mindset

Qualifications & Experience:

Required:

• 5–10 years of relevant experience in investment manager research, performance analytics, risk management, or asset management
• University degree in a related discipline (Finance, Economics, Business, Mathematics, or similar)

Preferred:

• MBA
• CFA
• CIPM
• CPA
• Master’s degree in economics or a related field

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The base salary for this position is between $113,500 - $163,500 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

Grow with Canada Life 

We’re united by a shared purpose: to improve the financial, physical and mental well-being of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.  

We’re looking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers, communities and each other. Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you! 

What we offer:  

We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member: 

• Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement. 

• Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being. 

• Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day.  

• Financial Security: Company-matching pension plan, share ownership program and additional investment options. 

• Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!  
• Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.  

Learn more about Canada Life.  

We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact  talentacquisitioncanada@canadalife.com. All information provided will be handled in accordance with applicable laws and Canada Life policies.  

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted. 

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