Segal

About the Company

Segal is a leading employee-owned consulting firm with more than 1,100 professionals across North America, including 150+ credentialed actuaries. For more than 85 years, we’ve designed personalized, innovative, people-focused solutions that promote individual well-being, manage costs and risks, drive engagement and contribute to organizational success. Compensation, health and retirement benefits, organizational effectiveness, administration, technology, benefit audits and specialty insurance are among our areas of expertise. Investment consultants Segal Marco Advisors and communications consultants Segal Benz are part of the Segal family of companies. Guided by our founder’s vision of fairness and our deeply held values, we’re committed to delivering trusted advice that improves lives. Our clients trust us to help them make sound decisions that have an impact on millions of lives because we care about what matters to them. Our 98% client retention rate is a testament to the strength of our client relationships. We’re proud of our independence, which enables us to be objective. Our collaborative culture and holistic approach to problem-solving ensures every client receives high-quality advice. We’re also proud to serve thousands of organizations, including private and public companies, state and local governments, multiemployer benefit funds, higher education institutions, hospitals and healthcare systems, professional services firms, nonprofits and sports leagues.

Listed Jobs

Company Name

Segal

Job Title

Investment Associate

Job Description

**Job Title** Investment Associate **Role Summary** Entry‑level investment analyst responsible for data analysis, performance reporting, and client support within a hybrid work environment. **Expactations** - Deliver accurate monthly and quarterly client account reports. - Analyze fund manager performance and overall fund results. - Prepare and update performance materials for client presentations. - Communicate with investment firms, fund managers, and third‑party analysts to resolve inquiries and reconcile data. - Collect, compile, and analyze data; build statistical spreadsheets and propose improvements. - Draft written communications and verbally engage stakeholders. **Key Responsibilities** - Produce monthly and quarterly reports on client accounts. - Review quarterly performance of individual fund managers and total fund outcomes. - Update performance reports for quarterly client presentations. - Coordinate with investment management firms and fund managers on inquiries, portfolio profiles, and reconciliations. - Verify performance returns with third‑party analysts. - Collect and compile data, create statistical spreadsheets, conduct data analysis, and suggest enhancements. - Draft written communication and engage verbally with relevant stakeholders. **Required Skills** - Strong quantitative analytical skills. - Advanced proficiency in Microsoft Word, Excel, PowerPoint, and Outlook. - Excellent written and oral communication, organizational, and interpersonal skills. - Ability to interact effectively with diverse audiences. - Basic knowledge of investment products and mutual funds is a plus. - Willingness to pursue professional accreditation (e.g., CFA, CSC). **Required Education & Certifications** - Bachelor’s degree in Finance, Mathematics, Statistics, or a related quantitative discipline. - Intent to complete relevant professional accreditation (e.g., CFA, Canadian Securities Course).

Toronto, Canada

Hybrid

25-12-2025