Job Description

About The Role

We're looking for a curious, analytical, and detail-obsessed Investment Research Analyst to join our investment consulting team. You'll help us evaluate and monitor investment managers, dig deep into data, and support clients in making smarter portfolio decisions. If you're passionate about markets, love uncovering insights, and want to help drive better investment outcomes--this is your role.

What You'll Do

Conduct interviews with traditional and alternative investment managers to evaluate performance and strategy fit Analyze and summarize data from multiple sources (e.g., due diligence questionnaires, 3rd-party platforms like eVestment/Morningstar) Prepare high-impact research reports with actionable insights and confidence ratings Build and maintain shortlists of top-performing managers across asset classes Collaborate with consultants and reporting analysts on manager reviews and search projects Proactively monitor existing managers and flag key changes (e.g., leadership, acquisitions) Draft client-ready updates and briefings following major events Maintain accurate research records and contribute to process improvements

Qualifications and expertise that pave the way for Success

Bachelor's degree in Finance, Economics, Accounting, or a related field 1-2 years of experience or internship in finance, investment research, or consulting preferred Progress toward CFA designation (Level I or higher) is a strong plus Sharp analytical skills and the ability to make sense of large, complex datasets Clear, confident communicator--both in writing and on calls with investment managers Self-starter mindset with the ability to work independently and collaboratively Comfortable using Excel and PowerPoint; experience with investment databases is a bonus

Elevate Your Career with HUB International

Choosing HUB International means aligning your career with a premier insurance brokerage. 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 the unique experiences and perspectives that each team member brings, 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.


Department Account Management & Service
Required Experience: 1-2 years of relevant experience
Required Travel: No Travel Required
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