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 managing CZI's investment portfolio through due diligence and market research. Engaging with investment managers and preparing performance analyses.
Responsibilities
- Conduct due diligence on existing and prospective investment managers, including participating in meetings and calls, and play an active role in internal discussions related to investment decisions.
- Build investment models, develop performance analyses, and monitor exposures at both the fund and portfolio level utilizing software/systems (including Excel).
- Prepare materials for internal team meetings, external manager meetings, and quarterly board meetings.
- Research financial markets, including preparing periodic updates on financial market performance and “deep dives” into specific areas of interest.
- Travel for investment-related research from time to time.
- Build relationships with investment managers and peer institutions.
- Develop a toolkit and grow as an investor through hands-on training and mentorship.
Requirements
- An ideal candidate is a college senior (class of 2026) looking for job opportunities after graduation. We welcome all majors to apply!
- Strong intellectual curiosity.
- An interest in financial markets and desire to learn how to build successful investment portfolios.
- An ability to work collaboratively in a team environment.
- Excellent written and verbal communication skills.
- Strong quantitative and analytical skills.
- Strong time management skills with ability to multi-task and prioritize across projects to meet deadlines.
Benefits
- CZI provides a generous employer match on employee 401(k) contributions to support planning for the future.
- Annual benefit for employees that can be used most meaningfully for them and their families, such as housing, student loan repayment, childcare, commuter costs, or other life needs.
- CZI Life of Service Gifts are awarded to employees to “live the mission” and support the causes closest to them.
- Paid time off to volunteer at an organization of your choice.
- Funding for select family-forming benefits.
- Relocation support for employees who need assistance moving to the Bay Area.
- And more!
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