Junior Consultant Investment Peformance

Ortec Finance • Toronto, ON

5d

About The Position

As a consultant in the Global Client Servicing team, you will handle a variety of projects with clients based in Canada, and the UK. Working in collaboration with our institutional client base, communicating our expertise and complex industry concepts, you will assist our clients in conducting analysis using our performance measurement & attribution system, PEARL. This software, tailored to the specific needs of each client, generates investment performance results to enhance their strategic decision making. PEARL also offers in-depth reporting capabilities and workflow support to manage the performance process.
We offer you a challenging and rewarding role in a growing company, while being part of an inspirational global business with a lot of opportunities for personal and professional career development.

Requirements

• Strong communicator, able to interact easily with both colleagues and clients.
• Drive, skills, and creativity needed to analyze clients’ requirements to their core, placing them into the correct context and translating them into accurate development proposals.
• Understanding of use cases and the working processes of clients.
• Strong analytical skills to get to the core of requirements and place them in the correct context within the total solution.
• Bachelor’s degree, preferably in an exact science (e.g. Econometrics, Computer Science, Applied Mathematics, or Physics) or business-related field (e.g. Finance or Accounting).
• Excellent verbal and written communication skills in English.
• Good working knowledge of MS Office tools (Word, Excel, PowerPoint).

Nice To Haves

• Affinity with databases, financial modeling and/or design of web applications.
• Experience of up to 2 years within the investment industry and with performance measurement or risk management.

Responsibilities

• Handle a variety of projects with clients based in Canada, and the UK.
• Work in collaboration with our institutional client base.
• Communicate expertise and complex industry concepts.
• Assist clients in conducting analysis using our performance measurement & attribution system, PEARL.
• Generate investment performance results to enhance strategic decision making.
• Utilize in-depth reporting capabilities and workflow support to manage the performance process.

Benefits

• Opportunities to develop yourself with a training program as well as weekly research and knowledge sharing meetings
• Collaboration with different international teams
• Business travel allowance
• Working from home allowance
• 20 vacation days
• Participation in a group RRSP with matching contributions
• Basic life, healthcare, and dental insurance - including a person (health) spend account

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level