Manager, Investment Manager Research
Canada Life View all jobs
- London, ON
- $113,500-163,500 per year
- Permanent
- Full-time
- Lead the development of sophisticated performance reporting and dashboards for all platforms and funds using Power BI
- Design and deliver deep quantitative performance analytics, including attribution across factors, sectors, regions, styles, and structures
- Interpret performance drivers and trends to produce actionable investment insights
- Own and deliver executive-level reporting packages, including:
- Monthly and quarterly reporting deliverables
- CLIML Board reporting
- CL Investment Committee quarterly materials
- Translate complex analytics into clear, compelling narratives for senior leadership
- Build and lead the internal investment risk oversight framework for managed portfolio solutions
- Design and maintain a robust risk management system to identify, measure, and monitor intended and unintended risks
- Develop quantitative evaluation tools to assess internal Portfolio Managers
- Ensure managed solutions remain aligned with stated risk parameters and expectations
- Proactively identify emerging risks and escalate insights appropriately
- Serve as the quantitative subject matter expert for all managed solutions
- Lead all performance analytics for managed solutions across platforms
- Partner closely with the Qualitative Managed Solutions lead on ongoing research
- Own the synthesis, packaging, and communication of insights to executives and key stakeholders
- Ensure consistency, accuracy, and clarity in all managed solution performance reporting
- Contribute to the creation of investment research thought leadership
- Collaborate with peers to develop content addressing:
- Current market events
- Industry trends
- Investment manager insights
- Support the sales and distribution process through value-added research content
- Executive leadership and senior management
- Sales and distribution teams
- Senior Investment Manager Research professionals
- Product Development
- Marketing and Distribution partners
- Deep expertise in investment manager research and quantitative performance analytics
- Advanced analytical skills with the ability to interpret and explain complex investment data
- Strong ability to work independently while managing multiple concurrent priorities
- Proven experience using investment analytics tools, including:
- Power BI
- Morningstar Direct
- eVestment Alliance
- Other industry-standard fund analytics software and databases
- Strong written and verbal communication skills; comfortable presenting to senior executives
- High degree of analytical curiosity and critical thinking
- Technologically savvy with a commercial and sales-aware mindset
- 5-10 years of relevant experience in investment manager research, performance analytics, risk management, or asset management
- University degree in a related discipline (Finance, Economics, Business, Mathematics, or similar)
- MBA
- CFA
- CIPM
- CPA
- Master's degree in economics or a related field
- Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
- Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.
- Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day.
- Financial Security: Company-matching pension plan, share ownership program and additional investment options.
- Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
- Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.