Investment Fund Consultant

Permanent Full Time 

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We are hiring for an Investment Fund Consultant located in the Toronto or London office.

Drive the IMR (Investment Manager Review) process on existing and proposed products for the Individual Wealth and Workplace Solutions platforms. The Investment Fund Consultant will be responsible for carrying out sophisticated and in-depth quantitative and qualitative analysis on our offerings and platforms and communicating findings, recommendations to our IMR committees, lines of business and internal and external stakeholders.

What you will do:

•    Execute the Investment Manager Review process, including both quantitative and qualitative processes, for all existing and proposed products on the Individual Wealth and Workplace Solutions platforms.

•    Develop performance reports to support fund related business decisions. Help build Investment line up by contributing to the development of sophisticated methods of reporting on our IMR performance. 

•    Measure, evaluate and interpret in-depth performance analytics across all product lines via Morningstar Direct, eVestment, and other systems.

•    Communicate + propose findings to IMR committee, lines of business and internal + external stakeholders.

•    Support ongoing industry and competitive research.

What you will bring:

•    5+ years of experience conducting performance analytics on various fund structures using Morningstar Direct, eVestment alliance, and other industry fund analytics databases.

•    5+ years of experience executing investment manager research processes including fund and manager selection, attribution analysis, due diligence interviewing techniques, performance evaluation, portfolio rebalancing and trading.

•    Expert knowledge of the mutual fund and segregated fund industry, including features and options of mutual funds, segregated funds, alternative investments and ETFs.

•    Quantitative and analytical skills required; proficiency in Python coding is highly preferred.

•    University degree ideally in Economics, Business or a related field.

•    Any of CFA, CIPM, CAIA, CIM, MBA are preferred.
 

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The base salary for this position is between  $65,400 - $114,500 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.

Be your best at Canada Life- Apply today!

Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.

You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.

Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.

Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations. 

We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential. 

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact talentacquisitioncanada@canadalife.com.

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

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