Investment Analyst (Atlantic Canada)

TELUS Health is empowering every person to live their healthiest life. Guided by our vision, we are leveraging the power of our leading edge technology and focusing on the uniqueness of each individual to create the future of health. As a global-leading health and well-being provider – encompassing physical, mental and financial health – TELUS Health is improving health outcomes for consumers, patients, healthcare professionals, employers and employees.

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.

A bit about us

We’re a people-focused, customer-first, purpose-driven team who works together every day to innovate and do good. We improve lives through our technology solutions and foster a culture of innovation that empowers team members to solve complex problems and create remarkable human outcomes in a digital world.

Disclaimer: In accordance with the TELUS Health Solutions Data Center Security Policy, as a condition of employment, all team members whose job functions require they work at a Data Center and/or have access to detailed knowledge of technology related to client service delivery, are subject to a Personnel Security Screening conducted through the Government of Canada.

Note for Quebec candidates: if knowledge of English is required for this position, it is because the team member will be asked, on a regular basis, to interact in English with external or internal parties or to use English applications or software as part of their tasks.

By applying to this role, you understand and agree that your information will be shared with the TELUS Group of Companies’ Talent Acquisition team(s) and/or any leader(s) who will be part of the selection process.