Investment Analyst

LifeWorks

Toronto, Canada
Base: $60,000 - $75,000; bonus/equity: not specifi...
Financial modeling skills
Investment performance reporting
Portfolio performance analysis
TELUS Health Retirement Consulting practice brings over 60 years of experience and innovative thought leadership to pension & savings, actuarial, compensation and overall financial well-being consulting and outsourcing

Job Summary

  • TELUS Health Retirement Consulting practice brings over 60 years of experience and innovative thought leadership to pension & savings, actuarial, compensation and overall financial well-being consulting and outsourcing.
  • As an Investment Analyst, you will play a crucial role in investment management functions including conducting research, performing financial modeling, monitoring portfolio performance, and providing investment recommendations.
  • TELUS Health offers a comprehensive total rewards package including competitive salary, bonus structures, minimum 3 weeks vacation, flexible benefits, pension matching, and career growth opportunities.

Matching Summary

TELUS Health Retirement Consulting practice brings over 60 years of experience and innovative thought leadership to pension & savings, actuarial, compensation and overall financial well-being consulting and outsourcing.

Salary

Base: $60,000 - $75,000; Bonus/Equity: Not specified; Benefits: Comprehensive total rewards package including flexible benefits and pension matching

Skills & Requirements

Must-have

  • Financial modeling skills
  • Investment performance reporting
  • Portfolio performance analysis
  • Client relationship management
  • Data collection and verification
  • MS Suite proficiency
  • Analytical mindset

Nice-to-have

  • Passion for investments
  • Strong work ethic
  • Excellent communication skills
  • Project management skills
  • Presentation skills
  • Ability to work independently
  • Curiosity to look behind numbers

Key Requirements

  • Bachelor’s degree in business, Finance or Economics
  • Completion of CFA Level 1 exam (nice to have)
  • Experience with investment excel-based tools
  • Ability to work under tight deadlines
  • Strong attention to detail

Work Rights

Not specified

Tailored Resume

Cover Letter