Investment Analyst (Atlantic Canada)

Responsibilities

• 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 number
• What you bring
• Bachelor's degree is required, preferably in Actuarial Science, Business Administration, Finance or Economics (and related courses in investments)

Requirements

• Completion of CFA Level 1 exam or desire to enroll in the CFA program
• TELUS Health offers rewarding benefits , which may vary per job function, such as:
• Comprehensive total rewards package highlighting competitive salary and bonus structures, minimum 3 weeks of vacation, and flexible benefits plan to meet the needs of you and your family
• Flexibility to work in-office, virtually or a combination of both
• Generous company matched pension
• Opportunity to give back to communities in which we work, live and serve
• Career growth and learning & development opportunities to develop your skills
• And much more...
• Job Type: This is for a current vacancy.
• A bit about us
• We're a people-focused, customer-first, purpose-d

Benefits

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 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 Working closely with the Investment Team in Atlantic Canada, you will play a key role in supporting client relationships and providing quality investment consulting services for institutional investment clients of various sizes.

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