Senior Analyst, Trust Performance

Found in: beBee S CA - 3 weeks ago


Edmonton, Canada Peace Hills Trust Company Full time

We are looking for a CFA or a first level CFA candidate to act as a back office analyst in respect to compliance and investment performance monitoring of approximately 107 accounts and 14 external institutional investment managers. The position requires the incumbent to analyze investment manager's reports, maintain multiple databases on various aspects of the manager's portfolios, including performance, asset mix, compliance with the client's investment policy statements, and benchmark comparison.  This information forms the basis for reports for internal and external use that are critical to the function of the department and client reporting.

In conjunction and support of the internal CFA, the incumbent will be involved in issuing RFPs for investment manager services and perform detailed analysis of the responses in regard to specific requirements.

The Trust department has clients throughout Canada which result in multiple in person meetings with clients from BC to Quebec. The incumbent may be required to attend a select number of meetings.

The role will provide an opportunity to gain valuable insight into Trust Services processes, mentor under a senior CFA, build stronger relationships and ultimately establish your reputation as a company that provides excellent customer support with potential leading into future growth and career opportunities within the company.


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