Retirement Analyst supporting Owen & Associates, a Canadian employee-benefits and retirement advisory firm. Analyzing plans, investments, benchmarks, and client reporting.
Responsibilities
Prepare retirement plan reports with support from the Retirement Practice Lead
Collect, validate, and analyze retirement plan data to identify insights, trends, and opportunities
Assist with CAP governance reviews, reporting, and related client deliverables
Conduct retirement plan benchmarking studies covering plan design, fees, investment options, and market practices
Research industry trends, investment markets, retirement plan developments, and legislative or regulatory updates
Analyze investment fund performance and prepare fund review materials
Support consultants with client presentations, meeting preparation, and follow-up materials
Complete ad hoc analysis and special projects
Maintain reporting templates, databases, benchmarking tools, and internal resources
Requirements
Experience in an analytical, research, reporting, or financial services role
Interest in retirement programs and investment concepts
Experience supporting clients or working in a consulting environment is considered an asset
Advanced proficiency in Excel, including formulas, large datasets, data validation, and financial models
CEBS, RPA, CFA, CSC, or other relevant education or designation is considered an asset
Must successfully complete a background check
Benefits
Collaborative, team-first environment where knowledge is shared and success is collective
Positive and professional workplace atmosphere
Opportunities to participate in charitable initiatives and team events
Ongoing learning and development opportunities
Meaningful work contributing to high-quality client outcomes
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