Manager, Investment Manager Research
Canada Life
Job Description
Job Overview Permanent Full Time The Manager, Investment Manager Research plays a critical role in the oversight and governance of funds across both the Individual (Wealth Solutions) and Group (Workplace Solutions) platforms. This role is responsible for delivering bestâinâclass quantitative performance analytics, investment risk oversight, and market insight to support executive decisionâmaking and ensure platform integrity. The role supports the organizationâs commitment to offering worldâclass wealth platforms by helping identify, evaluate, and oversee topâtier internal and external investment managers, while ensuring stakeholders receive timely, relevant, and insightful investment manager research (IMR).
The investment landscape is constantly evolving. This role requires a forwardâthinking mindset and a willingness to innovateâcontinuously adapting quantitative and qualitative evaluation approaches to ensure the organization partners with bestâinâclass investment managers and maintains competitive, resilient platforms. Key Accountabilities & Outcomes Performance Reporting & Advanced Analytics Leadership: 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 executiveâlevel 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 Investment Risk Management Oversight 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 risksDevelop quantitative evaluation tools to assess internal Portfolio Managers Ensure managed solutions remain aligned with stated risk parameters and expectations Proactively identify emerging risks and elevate insights appropriately Managed Solutions Performance Analytics 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 Investment Research Thought Leadership 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 valueâadded research content Key Stakeholder Relationships This is a highly crossâfunctional role with regular interaction across the enterprise, including: Executive leadership and senior management Sales and distribution teams Senior Investment Manager Research professionals Product Development Marketing and Distribution partners Required Capabilities & Skills 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 industryâstandard 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 salesâaware mindset Qualifications & Experience Required: 5â10 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) Preferred: MBA CFA CIPM CPA Masterâs degree in economics or a related field Compensation Base salary: $113,500 - $163,500 annually.
This represents base salary only and does not represent other variable compensation components of our total compensation (i.e., annual bonus, commission, etc.). Details of the total rewards program will be discussed with selected candidates. Career opportunities will be open a minimum of 5 business days from the date of posting; closing dates will vary depending on the search activity.
All applications received will be reviewed on a rolling basis. Grow with Canada Life Weâre united by a shared purpose: to improve the financial, physical and mental wellâbeing of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.
Weâre looking for people who live our values everyday: we step up, we do the right thing, and we deliver â for our customers, communities and each other. Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you!
Benefits & Opportunities Career Development: Opportunities for career advancement, access to industryâleading 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 wellâbeing. Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day.
Financial Security: Companyâmatching 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.
Learn more about Canada Life. Weâre committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact talentacquisitioncanada@canadalife.com.
All information provided will be handled in accordance with applicable laws and Canada Life policies. Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted. #J-18808-Ljbffr