Investment Analyst (Atlantic Canada)

À TELUS Santé, nous donnons à chacun les moyens de vivre plus sainement.

Guidés par notre vision, nous exploitons la puissance de notre technologie de pointe et misons sur l’unicité des personnes pour créer le futur de la santé. En tant que chef de file mondial des services de santé et de bien-être – englobant la santé physique, mentale et financière – TELUS Santé améliore les résultats en matière de santé pour les consommateurs, les patients, les professionnels de la santé, les employeurs et les employés.

Join our team

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. Our purpose is to improve the financial wellbeing of individuals and the organizational resilience of employers and fiduciaries.

We are also one of the largest pension plan administrators in Canada, serving over five million plan participants. We are a diverse organization with unparalleled capabilities for our clients and their people.

Here’s the impact you’ll make and what we’ll accomplish together

Are you ready to take your career to new heights? Join our Investment Consulting practice where we harness over 30 years of experience in delivering exceptional pension plan and endowment consulting services to our clients on their investment strategy including asset mix, investment manager oversight and selection, plan governance and performance monitoring.

As pioneers in the industry, we have established ourselves as trailblazers in pension risk management, employing cutting-edge asset-liability modeling techniques and providing unparalleled pension risk transfer consulting.

Here’s how

Working closely with the Investment Team in Atlantic Canada, you will play a

key role in supporting client relationships and providing quality investment consulting

services for institutional investment clients of various sizes.

What you’ll do

• 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

You have

• 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 number

What you bring

• Bachelor’s degree is required, preferably in Actuarial Science, Business Administration, Finance or Economics (and related courses in investments)

Nice to haves

• Completion of CFA Level 1 exam or desire to enroll in the CFA program

TELUS Health offers rewarding benefits, which may vary per job function, such as:

• 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…

Job Type: This is for a current vacancy.

À propos de nous

Nous sommes une équipe axée sur les personnes, les clients et les objectifs, qui collabore, innove et crée des retombées positives au quotidien. Nous améliorons des vies grâce à nos solutions technologiques. Nous favorisons une culture d’innovation qui permet aux membres de l’équipe de résoudre des problèmes complexes et de produire des résultats exceptionnels sur le plan humain dans un monde numérique.

À TELUS, nous sommes fiers de notre culture qui encourage la diversité. Nous croyons foncièrement à l’importance d’adopter des pratiques équitables en matière d’emploi. Ainsi, le dossier de tous les candidats qualifiés est étudié. Pendant tout le processus de recrutement, nous tenons compte des besoins particuliers des candidats handicapés, au besoin.

Avertissement : Conformément à la Politique de sécurité des centres de données de TELUS Santé, tout membre de l’équipe susceptible de travailler dans un centre de données ou d’avoir accès à des renseignements détaillés sur les technologies de service client peut faire l’objet d’une enquête de sécurité auprès du gouvernement du Canada.

Remarque aux candidats du Québec : si la connaissance de l’anglais est requise, c’est parce que le/la membre d'équipe qui occupera ce poste sera appelé(e), sur une base régulière, à interagir en anglais avec des parties externes ou internes ou encore à travailler dans un environnement informatique anglais dans le cadre de ses tâches.

En déposant votre candidature pour ce rôle, vous comprenez et acceptez que vos informations seront partagées avec l'(les) équipe(s) d'acquisition de talents du groupe de sociétés TELUS et/ou tout gestionnaire impliqué dans le processus de sélection.