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 fitAnalyze 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 ratingsBuild and maintain shortlists of top-performing managers across asset classesCollaborate with consultants and reporting analysts on manager reviews and search projectsProactively monitor existing managers and flag key changes (e.g., leadership, acquisitions)Draft client-ready updates and briefings following major eventsMaintain 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 field1–2 years of experience or internship in finance, investment research, or consulting preferredProgress toward CFA designation (Level I or higher) is a strong plusSharp analytical skills and the ability to make sense of large, complex datasetsClear, confident communicator—both in writing and on calls with investment managersSelf-starter mindset with the ability to work independently and collaborativelyComfortable 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

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team HUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.