Director, ResearchToronto, ON
About The Role
Join HUB Proteus, a top-tier institutional investment consulting firm based in Toronto, as our Director of Research. At HUB Proteus, we're dedicated to offering exceptional investment consulting and pension governance services to Canadian Pension Plans, Endowment & foundations, and Investment Funds. Our commitment to quality was recognized with a Top Quartile ranking in the 2022 Coalition Greenwich Institutional Services Survey.
Reporting directly to the President, this role is ideal for someone with deep expertise in investment management, a talent for conducting comprehensive investment research, and outstanding communication skills. As Director, Research, you will spearhead our manager research initiatives, leveraging a thorough research philosophy and a balanced approach that encompasses both qualitative and quantitative analysis. You will work in tandem with a Research Analyst, focusing on aiding clients to evaluate their investment portfolios, identify top-tier investment managers, and ensure effective portfolio management.
This role offers the opportunity to work in an entrepreneurial environment that values thought leadership, collaboration, and client excellence.
What You’ll Do
Uphold a cohesive and well-defined research philosophy across the HUB Proteus team.
Develop and implement research processes and tools, including ESG research.
Train and mentor the Research and Investment Analyst teams in research methodologies.
Set the firm’s research agenda and priorities.
Manage the research team, conduct performance reviews, and align resources with research demands.
Conduct detailed interviews with diverse investment managers, gathering insights for thorough evaluation.
Analyze and document extensive qualitative and quantitative data on investment managers, contributing to client project materials.
Proactively research and monitor investment managers, responding to ad-hoc inquiries and enhancing manager evaluation processes.
What Y ou’ll Need for Success
Bachelor’s Degree in Business, Finance, Economics, or Accounting preferred.
Completion of CFA program or equivalent.
Substantial investment management experience, with a focus on manager research.
Exceptional verbal and written communication skills.
Leadership experience with an understanding of operational aspects.
Detail-oriented with strong analytical capabilities.
Effective time management and multitasking abilities.
Collaborative approach with proficiency in working independently.
Proficiency in MS Office Suite (Excel, Word, PowerPoint, Outlook).
Wh y Choose HUB?
When you choose HUB, you're choosing the largest insurance brokerage in Canada and 5th largest global insurance & employee benefits broker supported by over 19,000 professionals in 500 offices across North America.We provide a competitive, exciting, and friendly work environment that strategically positions you for longevity and offerssignificant advancement, growth, and success opportunities. To read more about HUB, please visit https://www.hubinternational.com/en-CA/about-us/.
What’s in it for you?
Your well-being is our priority, and we back this up with a wealth of benefits:
Enjoy a competitive pay structure that includes incentives, bonuses, and more ways to increase your earnings.
Balance your life with flexible work arrangements and generous time off.
Benefit from a comprehensive package tailored to your needs, including company-matched RRSPs.
Invest in your future with HUB-sponsored training and development programs. We even offer tuition reimbursement opportunities.
Rest easy with reimbursements for professional license fees and membership dues.
Avail special perks including discounts on events, travel, accommodations, and personal home & auto insurance.
At HUB, we celebrate diversity, equity, and inclusion. We are committed to creating an environment where all our employees feel valued and empowered. In this light, we've designed our selection process to be accessible to everyone. We encourage you to let us know if you need any assistance or accommodation during the recruitment process. We believe in providing every candidate with an equal opportunity to succeed and thrive in our inclusive work environment.
For us, service is not just a value; it's our commitment. We uphold this commitment to our employees, clients, and communities. Each of our regional offices actively contributes to local causes, making a difference where it's needed most.
Department General Management
Required Experience: 5-7 years of relevant experience
Required Travel: Up to 25%
Required Education: Bachelor's degree (4-year degree)
Hi, we’re HUB.
In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.
When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.
And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.
About HUB International
Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.