Investment Analyst
TELUS Health is a global-leading health and well-being provider focused on improving health outcomes. As an Investment Analyst, you will conduct in-depth research, perform financial modeling, and monitor portfolio performance to provide valuable investment recommendations and ensure alignment with client objectives.
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
Skills
- Bachelor's degree is required, preferably in business, Finance or Economics (and related courses in investments)
- 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
- Completion of CFA Level 1 exam
Benefits
- Comprehensive total rewards package highlighting competitive salary and bonus structures, minimum 3 weeks of vacation, and 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…
Company Overview