Financial Analyst managing accounts payable at S.I.N. The role includes executing payment flows and ensuring compliance with internal policies and deadlines.
About the role
- Investment Analyst for CBC Pension Fund’s US Equity Investment Team conducting market analysis and preparing financial recommendations. Engaging with industry stakeholders and ensuring compliance with investment policies.
Responsibilities
- Conduct in-depth research and analysis on US equity markets, identifying trends and opportunities aligned with the Fund’s investment strategy.
- Prepare proposals for research and analytical initiatives, including detailed financial analyses and written recommendations for investment decisions.
- Monitor and report on US and global economic, political, and industry trends affecting equity investments.
- Liaise with company management, industry associations, brokers/dealers, and external investment managers to gather insights and assess opportunities.
- Operate and support portfolio management systems, including designing and implementing data scenarios and enhancing databases.
- Maintain trade information and provide follow-up on transactions initiated by the Portfolio Manager.
- Ensure portfolio activity complies with investment policies and participate in preparing monthly and quarterly reports for Senior Management.
- Prepare, verify, and interpret portfolio statistics, including performance and risk attribution analyses.
- Support trade execution and capital allocation decisions under supervision.
- Provide analytical and administrative support for Fund assets under the Portfolio Manager and, as assigned, supports other Portfolio Managers across asset classes.
- Perform other related duties, as required.
- Be available for occasional travel within North America for site visits and conferences.
- Engage in multidisciplinary continuous learning.
Requirements
- University degree in Commerce, Economics or related field
- One to three years of directly relevant investment experience, ideally with exposure to US equity markets
- Completion of at least Level 1 of the CFA program and ongoing studies towards the CFA designation
- Strong quantitative and analytical skills, with the ability to analyse complex market forecasts and financial reports
- High proficiency with Microsoft Office combined with basic programming skills (e.g. Python)
- Excellent oral and written communication skills, able to communicate complex matters to both investment and non-investment professionals
- Ability to work effectively in a team, showing initiative and sharing information
- Professionalism, integrity, and adaptability in a dynamic environment
- Attention to detail and ability to meet tight deadlines
- Passion for capital markets and prioritising members’ best interests.
Benefits
- CBC Pension Plan
- Comprehensive benefits package, including a defined benefit (DB) pension plan
- Medical, dental, and vision coverage
- Four weeks of vacation to support work-life balance
- Mentorship and professional development opportunities
Job title
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Degree requirement
Tech skills
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