Manager in Risk Advisory specializing in financial regulatory reporting for banks, developing sound financial and risk data knowledge with a focus on compliance and reporting processes.
About the role
- Investment Analyst position in the Investment Consulting practice at TELUS Health. Involves research and analysis for pension funds and other institutional investments.
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
Requirements
- 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
- Bachelor’s degree is required, preferably in business, Finance or Economics (and related courses in investments)
- Nice to haves: Completion of CFA Level 1 exam
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…
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Integration Finance Manager leading transaction accounting and financial integration for Azuria Water Solutions. Collaborating cross - functionally to ensure effective integration of acquired entities.
Director of Finance shaping financial strategy and operations at ShanX Medtech BV, focusing on innovative healthcare solutions in Eindhoven. Combining strategic leadership with hands - on execution in a hybrid environment.
Manager of Integrated Supply Chain Finance at Honeywell guiding financial strategies and supporting sustainable growth within the supply chain. Collaborating across departments to optimize cost efficiency.
Experienced Financial Analyst II providing advanced financial analysis and program management for State Court Administration's Finance Division. Engaging in budgeting, financial reporting, and stakeholder collaboration.
VP Financial Planning & Analysis leading strategic development of data infrastructure at Nuveen. Collaborates with finance leadership and technology teams to optimize data flow and accuracy.
Financial Consultant providing in person and virtual counseling for TIAA products and services to help clients achieve their financial goals. Requires financial services experience and licenses within 120 days.
Financial Consultant providing in person and virtual counseling for financial planning at TIAA. Offering advice on TIAA products and services to help clients achieve financial goals.
Senior Analyst, R&D Finance supporting month - end accounting and reporting for Research organization in Poland. Responsible for journal entries, reconciliations, and variance analysis.
Business and Financial Analyst tasked with financial and data analyses for Navitas' operations in North America. Supporting reporting requirements and collaborating with stakeholders in Burnaby, British Columbia.