Investment Analyst

TELUS Health/lifeworks

Base: $60,000 - $75,000; bonus/equity: competitive...
Strong analytical mindset
Excellent financial modeling skills
Advanced ms excel proficiency
The role involves conducting in-depth research, performing financial modeling, and monitoring portfolio performance for pension funds and endowments

Job Summary

  • The role involves conducting in-depth research, performing financial modeling, and monitoring portfolio performance for pension funds and endowments.
  • Candidates will prepare investment performance reports, analyze portfolio characteristics, and draft commentary on manager performance for clients.
  • TELUS Health offers a comprehensive total rewards package including competitive salary, bonus structures, minimum 3 weeks of vacation, and flexible benefits.

Matching Summary

The role involves conducting in-depth research, performing financial modeling, and monitoring portfolio performance for pension funds and endowments.

Salary

Base: $60,000 - $75,000; Bonus/Equity: Competitive compensation packages tailored to experience; Benefits: Comprehensive total rewards with minimum 3 weeks vacation

Skills & Requirements

Must-have

  • Strong analytical mindset
  • Excellent financial modeling skills
  • Advanced MS Excel proficiency
  • Portfolio performance analysis
  • Investment data gathering

Nice-to-have

  • Passion for investments
  • Natural curiosity to look behind numbers
  • Strong client focus
  • Ability to work under tight deadlines
  • Initiative in proposing solutions

Key Requirements

  • Bachelor's degree in business, Finance, or Economics
  • Completion of CFA Level 1 exam (preferred)
  • Above average skills in MS Suite

Work Rights

Not specified

Tailored Resume

Cover Letter