Closed listing
Investment Management Specialist
- Toronto, ON, Canada
The applicable base salary range for this role is $84,000 to $126,000. · Full-time
This opening has closed.
The original listing is kept below for reference.
Job details
- Pay
- The applicable base salary range for this role is $84,000 to $126,000.
- Job type
- Full-time
- Closing date
- Experience
- 1 - 3 years of investment management experience
- Posting language
- English
- Posted
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Search current openingsOriginal job description
Archived listing. The details below describe a past opening.
Investment management professionals oversee portfolio performance and exposure for clients who have outsourced their investment management activities to Marsh.
These investment professionals analyze capital market returns, economic activity and industry trends to help clients obtain their financial objectives and mitigate investment risk. An Investment Management Specialist is an established, independent contributor (who can work individually and as part of a team), whose work has a direct impact on client investment outcomes.
We will count on you to:
- Provide analytical support on asset allocation and total portfolio construction items.
- Contribute to day-to-day client portfolio management activities including monitoring, rebalancing and trading support.
- Develop commentary and performance analytics for investment reporting at the total portfolio / multi-asset level.
- Participate in due diligence meetings with investment managers and support the investment team’s research efforts.
- Provide broad analytical support for fund reviews and deep dives.
- Develop commentary and performance analytics for investment reporting at the single asset class level.
- Support prospecting efforts by developing materials that effectively position our investment solutions in support of sales and client retention.
- Respond to requests from client service and sales professionals regarding our investment solutions and capabilities.
- 1 - 3 years of investment management experience
- Passionate about investing and problem solving
- Knowledge of capital markets, asset allocation and portfolio construction
- Technology proficient (e.g., Bloomberg, eVestment, FactSet, Barra, Style Analytics)
- A self-starter, able to work independently and in a team environment
- A self-starter with a strong desire to learn, who proactively takes initiative and demonstrates a high sense of ownership.
- We help you be your best through professional development opportunities, interesting work and supportive leaders.
- We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact on colleagues, clients and communities.
- Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. In accordance with the Accessibility for Ontarians with Disabilities Act, 2005, Marsh will provide a reasonable accommodation to employees and prospective employees to the point of undue hardship upon request and as required in respect of the individual’s particular restrictions and limitations. If you require a specific accommodation because of a disability or medical need, please contact reasonableaccommodations@marsh.com.
Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.
The applicable base salary range for this role is $84,000 to $126,000.
The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, retirement programs as well as employee assistance programs.
This is a Replacement position.
R_361954
More about this job
Responsibilities
The Investment Management Specialist provides analytical support for asset allocation, portfolio construction, and day-to-day client management activities. They also develop performance analytics, conduct fund reviews, and support prospecting efforts to position investment solutions.
Requirements
Candidates must have 1-3 years of investment management experience and a strong understanding of capital markets and portfolio construction. Proficiency in investment technology tools like Bloomberg, FactSet, and Barra is required.
Skills
- Investment management
- Asset allocation
- Portfolio construction
- Capital markets
- Bloomberg
- EVestment
- FactSet
- Barra
- Style Analytics
- Analytical support
- Performance analytics
- Trading support
- Due diligence
- Financial reporting
- Problem solving
Benefits
- Health and welfare benefits
- Tuition assistance
- Retirement programs
- Employee assistance programs
- Performance-based incentives
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Consulting
- Management & Leadership
- Data & Analytics
- Sales
Keywords
- Investment Management
- Asset Allocation
- Portfolio Construction
- Capital Markets
- Bloomberg
- EVestment
- FactSet
- Barra
- Style Analytics
- Performance Analytics
- Due Diligence
- Financial Reporting
- Risk Management
- Investment Research
- Client Prospecting
- Trading Support
- Multi-asset
- Investment Solutions
- Data Analysis
- Financial Objectives