**About The Role** We're looking for an Investment Analyst to join our industry-leading institutional investment consulting firm in Downtown Toronto's heart. This is a great opportunity to refine your analytical skills, gain exposure to client consulting and manager research, and build a career in investment consulting. If you have a sharp attention to detail, strong time management skills, and a client-focused mindset, we’d love to hear from you. **What You’ll Do** + Prepare and analyze monthly and quarterly performance reports, ensuring accuracy and clarity for clients. + Conduct peer reviews and quality checks to maintain high reporting standards. + Communicate with investment managers, custodians, and recordkeepers to gather data and insights. + Support the Consulting team by providing timely analysis and value-added solutions for client needs. + Research and evaluate investment managers, analyzing performance, strategy, and portfolio characteristics. + Collaborate with internal teams on manager research, due diligence, and industry trends. + Assist in investment governance services, including asset allocation modelling and rebalancing recommendation **Qualifications and expertise that pave the way for Success** + **Education:** Bachelor’s degree in Finance, Economics, Accounting, or a related field. + **Experience:** 0-3 years in investment analysis, finance, or a similar field. + Strong analytical thinking and attention to detail. + Proficiency in Microsoft Office: Word, Outlook, and Advanced Microsoft Excel skills. + Strong written and verbal communication abilities. + Ability to manage multiple tasks in a fast-paced environment. + **Certifications:** Completion of CFA Level 1 is a plus **Elevate Your Career with HUB International** Choosing HUB International means aligning your career with the premier insurance brokerage in Canada and the fifth-largest global insurance and employee benefits broker worldwide. Our expansive network, powered by over 20,000 dedicated professionals across 500 offices in North America, sets the stage for an enriching career that promises both stability and remarkable growth opportunities. For a deeper insight into our values and vision, we invite you to explore https://www.hubinternational.com/en-CA/about-us/ . **Your Advancement and Well-being: Our Priority** At HUB, we place immense value on the well-being and professional development of our team. Here’s what you can look forward to as part of the HUB Team: + **Recognized Rewards** : Thrive in a supportive environment that values your contributions with a competitive compensation package, including incentives, bonuses, and additional earning opportunities. + **Work-Life Balance:** Take advantage of flexible working arrangements and generous time-off policies that adapt to your needs and lifestyle. + **Comprehensive Benefits:** Access a robust benefits package, including company-matched RRSPs, designed to support you and your family. + **Professional Growth:** Advance your career with HUB-sponsored training programs, tuition reimbursement, and other development opportunities tailored to help you succeed. + **Industry Support:** Benefit from reimbursements for professional licensing and membership fees, reflecting our investment in your expertise. + **Exclusive Perks** : Enjoy special discounts on events, travel, accommodations, and personal home & auto insurance, making your HUB experience even more rewarding **Culture and Belonging: Our Commitment** At HUB International, we are dedicated to fostering a culture where everyone feels a sense of belonging. We value each team member's unique experiences and perspectives, creating an environment where all voices are welcomed and respected. If you require assistance or accommodation at any stage of the recruitment process, we encourage you to let us know—we’re here to support you. At HUB, building an inclusive workplace isn’t just part of what we do—it’s at the heart of who we are. **Service: Our Ethos** At HUB International, service defines who we are. This dedication extends not only to our clients but also to our employees and the communities we’re proud to support. Our regional offices are actively engaged in local initiatives, reflecting our commitment to giving back and making a meaningful difference. When you join HUB, you’ll find more than just a career—you’ll become part of a team where your skills are valued, your growth is encouraged, and your contributions have a lasting impact. \#LI-hybrid \#LI-JB Department Account Management & Service Required Experience: Less than 1 year of relevant experience Required Travel: No Travel Required Required Education: Bachelor's degree (4-year degree)