Investment Analyst I
3 weeks ago
Investment Analyst I Description:The Canadian Segment Legacy & Inforce Management team focuses on Portfolio Optimization, one of key strategic priorities, as well as Inforce Management. The team is responsible for identifying opportunities and executing initiatives to improve the value of inforce blocks. The team’s mandate is to improve the Canadian Segment ROE, generate free capital, reduce risk, and improve remittances for the company. The ongoing management of inforce business is the other primary focus of the team.Reporting to the Director of Canadian Legacy & Inforce Management, the Investment Analyst is responsible for the daily updating of administrative systems with Retail and Institutional pricing files, various rates, index values and stock prices accurately in a time sensitive environment. The incumbent is the key contact for stakeholders when issues related to interest rate crediting arise, which happens quite frequently.Responsibilities:Gather a variety of financial inputs (government and corporate bond yields, FX rates, equity index values, stock prices, mutual fund values, seg fund values, etc.) from various sources on a daily basis, validating accuracy within defined thresholds and investigating issuesRun and upload all Universal Life crediting rates to administrative systems, supporting client-level rate-crediting for over $8B of assets under management, validating accuracy of all calculated rates within defined thresholds and investigating / reporting issues.Validate accuracy of the upload of rates to 7 administrative systemsPrepare Weekly and Monthly Marketing materials relating to all crediting rates calculated and ensure materials are posted to advisor and client facing outletsSupport a number of additional adhoc / manual processes, including data gathering, rate calculation, reporting, etc. for departmental, cross-departmental, and external stakeholdersAct as a liaison between stakeholders for any delays or issues.Support team members with training, scheduling, processing issues, etc., and perform validation of their work as required.Ability to manage multiple deliverables in a dynamic work environment where the timing of data availability changes day to day.Identify opportunities to improve operational efficiencies.Support vendor managementPerform internal testing, quality assurance, and other auditing functions to ensure the integrity of department processing and workflowFacilitate problem solving and remedial action by collaborating with internal stakeholdersManage the document and procedure library, ensuring that procedures and job aids are accurate, up to date.Qualifications:University or college degree in Computer Science, Finance or Mathematics, or comparable education preferred.At least 1 year of experience in a related field.Exposure to Financial Services environment/industry will be highly regarded and advantageous in this position.React quickly and meet tight deadlines maintaining accuracy and thoroughness.Great attention to detail.Strong data gathering, analytical and problem-solving skills.Strong verbal and written communication skills.Ability to adapt quickly and easily to changes within the business.Ability to work independently or in a team environment.Excellent organization, planning and time management skills.Moderate Microsoft Excel and macro skills.Ability to work overtime hours is a necessity.
-
Senior Quantitative Investment Analyst
5 days ago
Canada Hillsdale Investment Management Inc. Full timeSenior Quantitative Investment Analyst Hillsdale Investment Management Inc. is expanding with an exciting opportunity to join our Institutional Investment Services Team (IIS), as a Senior Quantitative Investment Analyst. The successful candidate will play a hands-on role in applied quantitative analysis in support of our institutional investors driving...
-
Associate Analyst I
5 days ago
Canada Canada Pension Plan Investment Board Full timeAnalyst/Associate, Capital Solutions, Credit Investments Full-time Function: Investments Make an impact at a global and dynamic investment organization When you invest your career in CPP Investments, you join one of the most respected and fastest growing institutional investors in the world. With current assets under management valued in excess of $500...
-
Associate Analyst I
5 days ago
Canada Canada Pension Plan Investment Board Full timeAnalyst/Associate, Strategic Credit – Healthcare/Life Sciences, Credit Investments Full-time Function: Investments Make an impact at a global and dynamic investment organization When you invest your career in CPP Investments, you join one of the most respected and fastest growing institutional investors in the world. With current assets under management...
-
Investment Analyst
5 days ago
Canada Banque Nationale du Canada Full timeFinancial markets and treasury As an Investment Banking Analyst on the Energy Investment Banking team at National Bank Financial Inc. ("NBF"), you will participate in a wide variety of transactions headed by senior members of the investment banking team. You will gain exposure to the firm's business and deepen your knowledge of the investment banking...
-
Data Analyst
4 days ago
Canada I Can Infotech Full timeCompany Description I Can Infotech is a technology solutions provider located in Kitchener, ON. We have helped companies across various domains deliver products that matter and strive to cover any technological need. Our team consists of highly skilled individuals who believe in delivering excellence. We are dedicated to helping businesses grow and offer...
-
Investment Analyst Intern
2 months ago
Canada AltaML Inc. Full timeWe are seeking a dynamic Investment Analyst Intern for our Venture Fund team at AltaML. As AltaML continues to scale, it will be crucial that we have the right people collecting and presenting data to our teams so we can ensure our decisions are driven by data. Office as a Resource & Participating Universities: This opportunity is currently open to...
-
Investment Analyst Intern
4 days ago
Canada AltaML Inc. Full timeWe are seeking a dynamic Investment Analyst Intern for our Venture Fund team at AltaML. As AltaML continues to scale, it will be crucial that we have the right people collecting and presenting data to our teams so we can ensure our decisions are driven by data. Office as a Resource & Participating Universities: This opportunity is currently open to...
-
Canada Savvy Capital Full timeSavvy Capital is a boutique online investment bank focused on providing innovative financial solutions and exceptional service to our clients. As we expand our team, we are looking for a dedicated and motivated Summer Analyst to join our team and help with daily tasks. Job Title: Summer Analyst at Savvy Capital Position Overview: The Summer Analyst will...
-
Investment Banking Analyst
1 month ago
Canada Banque Nationale du Canada Full timeFinancial markets and treasury As an Investment Banking Analyst on the Energy Investment Banking team at National Bank Financial Inc. ("NBF"), you will participate in a wide variety of transactions headed by senior members of the investment banking team. You will gain exposure to the firm’s business and deepen your knowledge of the investment banking...
-
Analyst, Private Investments
2 months ago
Canada Fiera Comox Partners Full timeAnalyst, Private Investments – Agriculture Title: Analyst, Private Investments - Agriculture Supervisor: Partner, Agriculture Location: Montreal About Comox Fiera Comox was established in 2016 by Fiera Capital, a global asset management firm with over $138B in assets under management and Comox Equity Partners, a corporation formed and owned by former...
-
2024 Investment Banking Summer Analyst
3 weeks ago
Canada Savvy Capital Full timeCompany Overview:Savvy Capital is a boutique online investment bank focused on providing innovative financial solutions and exceptional service to our clients. As we scale our operations, we are seeking a dedicated and driven Summer Analyst to join our team and assist with daily operations.Position Overview:The Summer Analyst will play a critical role in...
-
2024 Investment Banking Summer Analyst
2 weeks ago
Canada Savvy Capital Full timeCompany Overview:Savvy Capital is a boutique online investment bank focused on providing innovative financial solutions and exceptional service to our clients. As we scale our operations, we are seeking a dedicated and driven Summer Analyst to join our team and assist with daily operations.Position Overview:The Summer Analyst will play a critical role in...
-
2024 Investment Banking Summer Analyst
3 weeks ago
Canada Savvy Capital Full timeCompany Overview:Savvy Capital is a boutique online investment bank focused on providing innovative financial solutions and exceptional service to our clients. As we scale our operations, we are seeking a dedicated and driven Summer Analyst to join our team and assist with daily operations.Position Overview:The Summer Analyst will play a critical role in...
-
2024 Investment Banking Summer Analyst
3 weeks ago
Canada Savvy Capital Full timeCompany Overview:Savvy Capital is a boutique online investment bank focused on providing innovative financial solutions and exceptional service to our clients. As we scale our operations, we are seeking a dedicated and driven Summer Analyst to join our team and assist with daily operations.Position Overview:The Summer Analyst will play a critical role in...
-
Canada Savvy Capital Full timeSavvy Capital is a boutique online investment bank known for providing creative financial solutions and top-notch service to our clients.We're looking for a Summer Analyst to join our team as we expand our operations. This role is crucial in supporting our investment banking activities on a day-to-day basis.This internship presents a special chance to get...
-
Business Analyst I
1 month ago
Canada 24 Seven Talent Full timeLocation: Mississauga, Ontario - HybridDuration: 3 month contractPay: $42.25/hrTitle: Business Analyst I Key Responsibilities:Business Analysis: Understand, analyze, and document business processes and workflows. Identify areas for improvement and propose innovative solutions.Data Analysis: Collect, analyze, interpret, and visualize complex datasets. Use...
-
Business Analyst I
1 month ago
Canada 24 Seven Talent Full timeLocation: Mississauga, Ontario - HybridDuration: 3 month contractPay: $42.25/hrTitle: Business Analyst I Key Responsibilities:Business Analysis: Understand, analyze, and document business processes and workflows. Identify areas for improvement and propose innovative solutions.Data Analysis: Collect, analyze, interpret, and visualize complex datasets. Use...
-
2024 Investment Banking Summer Analyst
5 days ago
Canada Savvy Capital Full timeCompany Overview:Savvy Capital is a boutique online investment bank focused on providing innovative financial solutions and exceptional service to our clients.As we expand our operations, we are looking for a dedicated Summer Analyst to join our team and support daily activities.Position Overview:The Summer Analyst will have a key role in assisting our...
-
Investment Banking Analyst Intern
3 weeks ago
Canada Savvy Capital Full timeSavvy Capital is a boutique online investment bank focused on providing innovative financial solutions and exceptional service to our clients. As we scale our operations, we are seeking a dedicated and driven Summer Analyst to join our team and assist with daily operations.Position Overview:The Summer Analyst will play a critical role in supporting the daily...
-
Investment Banking Analyst Intern
3 weeks ago
Canada Savvy Capital Full timeSavvy Capital is a boutique online investment bank focused on providing innovative financial solutions and exceptional service to our clients. As we scale our operations, we are seeking a dedicated and driven Summer Analyst to join our team and assist with daily operations.Position Overview:The Summer Analyst will play a critical role in supporting the daily...
