Financial Services Budget Analyst supporting the Intelligence Community's financial health and strategic alignment. Responsible for budget monitoring, resource allocation, and collaboration with stakeholders.
About the role
- Investment Analyst supporting credit reviews and investment analysis at Canada Life, managing a $40 billion portfolio and aiding in due diligence for new investments.
Responsibilities
- Complete annual credit reviews for existing investments, including reviewing financial statements, financial models, and other transaction documents, analyzing performance, and monitoring covenant compliance.
- Monitor an assigned portfolio of investments, including reviewing quarterly financial statements and compliance reports, providing credit updates, and documenting the risk management process.
- Maintain various risk management/compliance reports.
- Assist in amendments and other investment management reports.
- Support the team in due diligence for new investment opportunities.
- Support in various process improvement projects.
Requirements
- A baccalaureate degree preferably in Accounting, Finance, Economics, Commerce, or Business Administration.
- Proficient in MS Office, including Excel, Word, and PowerPoint.
- Excellent written and verbal communication skills.
- Ability to work independently and complete tasks within deadlines.
- Ability to multi-task and coordinate with multiple team members.
- Experience in investment research or credit analysis considered an asset.
- Ability to analyze complex financial models preferred.
- Active enrollment in the CFA program preferred.
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Professional development opportunities
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