Participate in investment research, assisting with investment manager searches, ongoing monitoring, documentation, and maintenance of internal databases
Prepare investment performance reports for clients (with direction / supervision / support from senior team members).
Gather qualitative and quantitative data from external managers, custodians and other data providers
Calculate investment performance statistics; Create and modify charts and tables; Draft investment manager performance commentary; Draft emails and letters in collaboration with consultants and peers
Analyze portfolio characteristics, performance, drivers of return, manager investment style and adherence to stated mandates on a quarterly basis
Collect and verify data required for quarterly performance reporting including interpreting and analyzing the data, as well as supporting the communication of relevant information in a timely and accurate manner to the client
Take initiative by proposing solutions to issues and problems around timeliness, effectiveness, quality and practicality in addressing client needs
Provide research and technical support for continued development of internal database of investment managers
Draft ad hoc reports and memos for internal and external clients
Ensure that quality control and service standards are followed for all projects
Develop and maintains excellent relationships with clients, investment managers, and other partners through telephone contact and office visits as appropriate
Attend internal training sessions to build knowledge of industry topics and trends
You have
Excellent mathematical and technical skills
Strong attention to detail
Exceptional client focus with strong professional acumen
Excellent communication, project management and presentation skills
Strong work ethic and ability to work under tight deadlines
Highly organized, ability to take initiative and be independent
Above average skills in MS Suite (MS Word, Power Point, and Excel).
Ability to work with a variety of investment excel-based tools.
Passion for investments! Analytical mindset and a natural curiosity to look behind the numbers
What you bring
Bachelor's degree is required, preferably in business, Finance or Economics (and related courses in investments)
Requirements
Completion of CFA Level 1 exam
Salary Range: $60,000 - $75,000
Actual total compensation will be determined based on factors such as knowledge, skills, performance and experience. We encourage all qualified candidates to apply
Benefits
Health insuranceVision insurance
Additional Information
TELUS Health is empowering every person to live their healthiest life. Guided by our vision, we are leveraging the power of our leading edge technology and focusing on the uniqueness of each individual to create the future of health. As a global-leading health and well-being provider - encompassing physical, mental and financial health - TELUS Health is improving health outcomes for consumers, patients, healthcare professionals, employers and employees.
Join our team and what we'll accomplish together
TELUS Health Retirement Consulting practice brings over 60 years of experience and innovative thought leadership to pension & savings, actuarial, compensation and overall financial well-being consulting and outsourcing. Our purpose is to improve the financial wellbeing of individuals and the organizational resilience of employers and fiduciaries. We are also one of the largest pension plan administrators in Canada, serving over five million plan participants. We are a diverse organization with unparalleled capabilities for our clients and their people.
Here's the impact you'll make and what we'll accomplish together
Are you ready to take your career to new heights? Join our Investment Consulting practice where we harness over 30 years of experience in delivering exceptional pension plan and endowment consulting services to our clients on their investment strategy including asset mix, investment manager oversight and selection, plan governance and performance monitoring. As pioneers in the industry, we have established ourselves as trailblazers in pension risk management, employing cutting-edge asset-liability modeling techniques and providing unparalleled pension risk transfer consulting.
Here's how
As an Investment Analyst, you will play a crucial role in the investment management functions for pension funds, endowments, foundations and other institutional funds. Your responsibilities will include conducting in-depth research, performing financial modeling, and monitoring portfolio performance. You will provide valuable investment recommendations based on your analysis, assess risk factors, and collaborate with stakeholders to ensure alignment with client objectives. If you have a strong analytical mindset, excellent financial modeling skills, and a passion for the investment industry, we invite you to apply for this exciting opportunity to contribute to the long-term financial success of our clients.
Lifeworks · Toronto, Canada