Investment Specialist responsible for processing investment transactions at Canada Life, ensuring accuracy and compliance with service level agreements. Engages with advisors for required information and utilizes internal systems effectively.
About the role
- Investment Analyst developing and overseeing programs for investment management. Responsible for analytics and reporting to the Investment Committee in financial services.
Responsibilities
- The Investment Analyst is responsible for developing, maintaining and delivering an oversight program specific to assigned line of business(es).
- Perform monthly fund performance grid creation and quarterly scorecard analysis.
- Coordinate and drive due diligence reviews on investment managers in the various offerings.
- Understand fund attribution, strategy changes and any management changes for offerings.
- Perform benchmark analysis and style analysis on plans to ensure optimal diversification in portfolios.
- Monitor industry fee levels.
- Ensure compliance with all Investment Policy Statement requirements.
- Assist with other tasks and projects as assigned.
Requirements
- Bachelor’s degree required; advanced degrees including MSF or MBA a plus; progress toward a professional designation (CFA/CIMA/CFP) a plus.
- A minimum of 5 years of experience in the financial services industry, preferably in an analytical role in retail or institutional investment management.
- Investment Advisor Representative (Series 65/66) or expectation of completion within six months of hire.
- Experience with analysis and support of 3(38) offerings preferred
- Must be able to work independently, meet shifting deadlines, and thrive with minimal supervision.
- Easily adaptable and at an advanced level with Excel, PowerPoint, and Word.
- Solid understanding of portfolio performance analysis, calculations, and the ability to articulate investment information.
- Strong work ethic within a flexible working environment.
- Excellent verbal and written communication skills.
- Must be results oriented with the ability to move fast to meet client needs.
Benefits
- Health insurance
- Flexible work arrangements
- 401(k) matching
Job title
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Not specified
Degree requirement
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