Associate Investment Consultant

Found in: Jooble CA O C2 - 1 week ago

Toronto ON, Canada LifeWorks Full time

Associate Investment Consultant page is loaded Associate Investment Consultant Apply locations Toronto, Ontario, Canada Fredericton, New Brunswick, Canada Calgary, Alberta, Canada Vancouver, British Columbia, Canada Ottawa, Ontario, Canada time type Full time posted on Posted 30+ Days Ago job requisition id R-14310

TELUS Health and LifeWorks have recently come together to leverage the power of technology and our caring cultures to further progress our shared goal of building a healthier and friendlier future for all. 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.

The Investment and Risk (I&R) practice, a part of the Retirement Solutions line of business, has been providing traditional investment consulting services to our clients for over 30 years, spanning investment strategy, asset allocation, investment manager selection, and performance monitoring. The practice has also become an industry leader in pension risk management (asset-liability modelling) and pension risk transfer consulting. In 2012, we launched TELUS Health Investment Management to provide implemented investment and risk management solutions (OCIO).

Reporting to Principal in the Investment and Risk (I&R) Practice, the candidate will be active in providing investment and risk consulting services to clients of TELUS Health and supporting business development activities.

Responsibilities:

Provide a full range of investment and risk consulting services to clients including the following:

  • Giving advice on the appropriateness of the fund structure and strategic asset mix.

  • Attending client meetings and delivering performance monitoring reports, including providing critical analysis and insight into an investment manager’s performance with independent review and intelligent probing questions of a manager’s presentation.

  • Attending client meetings and delivering dashboards and asset-liability study reports, including providing insights based on clients’ objectives and various risk and return metrics.

  • Undertaking manager searches on behalf of a client including the ability to identify the triggers that might prompt a manager review.

  • Providing critical review of a fund’s Statement of Investment Policies and Procedures including advice on optimal governance structures as it relates to investing.

  • Educating clients on industry developments and various topics such as investment and risk management trends, manager styles, and investment products.

  • Developing creative and cost-effective solutions to meet client needs.

  • Maintaining and developing excellent client's relationships

  • Delivering presentations at conferences or workshops on topical matters related to pension fund investing and/or pension risk management.

Other responsibilities:

  • Providing peer review of work completed by others, ensuring adherence to technical, professional, and ethical standards.

  • Acting as a resource of broad-based investment and risk management knowledge to colleagues in other practice areas.

  • Participating in the development of proposals.

  • Performing investment market research and intellectual capital production for the development of marketing material; and

  • Managing special projects as required.

Succeeding as an Investment and Risk Consultant will require the following core qualifications and skills:

  • Bachelor’s degree is required, preferably in actuarial science, business, finance or economics (or related courses in investments)

  • In process of completed Chartered Financial Analyst (CFA) designation or Fellow of the Canadian Institute of Actuaries (FCIA) designation, or candidate to one/both of the programs.

  • Minimum of 4-7 years of relevant industry experience.

  • Knowledge of the investment process for institutional investment programs, including defined benefit pension plans, defined contribution pension plans, shared risk pension plans, other CAP arrangements, endowments and foundations.

  • Excellent communication and presentation skills, both orally and written.

  • Intellectual curiosity about financial markets and institutional investing.

  • Ability to explain sophisticated investment concepts.

  • Ability to work collaboratively as a key member of a team and independently with minimum supervision; Proven ability to prioritize competing requirements and deadlines under pressure.

  • Be enthusiastic and proactive.

  • Strong Knowledge of institutional investment managers and experience in manager due diligence.

Where permitted by law, company employees must be fully immunized to access a TELUS Health office or customer premises.

Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to talentacquisitiononboarding@telushealth.com .

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.

About Us

Being part of the team at TELUS Health is more than a job; it’s a career-defining experience.

It allows you to do innovative and meaningful work with talented and collaborative teams. It’s an opportunity to improve businesses and lives by building healthier, happier workplaces. And it’s a chance to build genuine, long-term relationships along the way.

A place to experience more

Find the support and encouragement to consistently push boundaries and deliver impactful solutions. Our collaborative culture means your ideas will be heard and your hard work will be rewarded. You will be leveraging our world-leading technology, products, clinical services and passionate team members to revolutionize access to health care and wellbeing, and drive remarkable experiences for the benefit of all the clients and individuals we serve around the world.

Talented people who care

Coming to work each day is an opportunity. It’s a chance for you to work with a multidisciplinary global team of nearly 10,000 smart and driven members whose passion for their work matches your own, resulting in helping create a healthier future for everyone.

Work that matters

Make a difference in the lives of our clients and their employees every day – by providing meaningful solutions in more than 160 countries, that help people and businesses perform at their best by delivering both digital innovation and clinical services to improve total physical, mental and financial health and wellbeing across the full spectrum of primary and preventative care.

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