Investment Analyst (Atlantic Canada)

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.

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 maintain 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.

Qualifications 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. Bachelor’s degree required, preferably in Actuarial Science, Business Administration, Finance or Economics (and related courses in investments). Completion of CFA Level1 exam or desire to enroll in the CFA program (nice to have).

Benefits Comprehensive total rewards package highlighting competitive salary and bonus structures. Minimum 3 weeks of vacation. 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… We are committed to fair employment practices and all qualified applicants will receive consideration for employment. We offer accommodation for applicants with disabilities, as required, during the recruitment process.

Note for Quebec candidates: if knowledge of English is required for this position, it is because the team member will be asked, on a regular basis, to interact in English with external or internal parties or to use English applications or software as part of their tasks. By applying to this role, you understand and agree that your information will be shared with the TELUS Group of Companies’ Talent Acquisition team(s) and/or any leader(s) who will be part of the selection process. Disclaimer: In accordance with the TELUS Health Solutions Data Center Security Policy, as a condition of employment, all team members whose job functions require they work at a Data Center and/or have access to detailed knowledge of technology related to client service delivery, are subject to a Personnel Security Screening conducted through the Government of Canada. #J-18808-Ljbffr