Senior Analyst, Investments, Finance

We would like to take this opportunity to acknowledge the traditional territories of the people of the Treaty 7 region in Southern Alberta. The City of Calgary is also home to Métis Nation of Alberta, Districts 5 and 6.

Position Overview

The Department of Treasury and Investments in the Faculty of Finance is currently seeking a Full-time Temporary Relief Senior Analyst, Investments for approximately 18 months.

This position reports to the Portfolio Manager, Investments. This position is responsible for monitoring and verifying investment reporting and performance of the University's investment managers and custodians, as well as changing market conditions and impacts to the performance and risks related to the University's investments.

Position Description

Summary of Key Responsibilities:

• Ongoing monitoring of existing investment manager performance
  • Review of quarterly investment manager reporting
  • Arrange and lead update calls with investment managers and/or consultants
  • Identify and advise of any material news or issues to senior management
• Oversee and manage tracking of all investment data from custodial and investment manager statements by Investment Analysts into portfolio management software and other databases
• Manage operational administration of investment subscriptions, redemptions, capital calls, expenses, investment documentation, contact maintenance, etc.
• Manage preparation and submission of monthly and quarterly investment reports to senior management and the Investment Committee
• Maintain current knowledge on market and economic events and forecasts
• Conduct analyses and prepare ad hoc reports on matters such as asset mix, portfolio management, investment strategies, manager performance, and market and policy research (e.g. ESG).
• Due diligence of new public and private investment managers
  • Meet and manage relationships with new investment managers, placement agents or consultants
  • Assess potential of a new manager or investment strategy and whether to recommend to senior management for more in-depth consideration
  • Liaise and manage external services providers on further due diligence (such as legal and tax) as required
• Provide direction, guidance, and development to other investment staff
• Work with and maintain collaborative communications with other Finance or University departments.

Qualifications / Requirements:

• Professional finance designation (CFA, CAIA, etc.) with a university degree in Finance, Economics or equivalent combination of education and experience
• Work experience in the investment industry (5+ years)
• Strong understanding of financial markets and asset classes as it relates to performance, risk, and correlation characteristics
• Strong analytical and critical thinking skills with an attention to detail and a high level of accuracy
• Intellectual curiosity, a willingness to learn and respectfully question the status quo is important for success
• Strong sense of initiative and integrity to work effective both independently and collaboratively with a team of strong personalities
• Supervisory experience and the proven ability to manage small teams and provide direction and leadership to staff
• Excellent interpersonal, communication, and organizational skills
• Advanced knowledge of Microsoft Office applications and expert user of Excel
• Previous experience with market data systems and providers would be an asset
• Previous experience in an academic or public sector environment would be an asset

Application Deadline: November 22, 2023

We would like to thank all applicants in advance for submitting their resumes. Please note, only those candidates chosen to continue on through the selection process will be contacted.

Additional Information

This position is classified in the Professional Career Band, Level 3 of the Management and Professional Staff Career Framework.

To find out more about management and staff opportunities at the University of Calgary and all we have to offer, view our Management and Staff Careers website .

The University strongly recommends all faculty and staff are fully vaccinated against COVID-19.

About the University of Calgary

UCalgary is Canada's entrepreneurial university, located in Canada's most enterprising city. It is a top research university and one of the highest-ranked universities of its age. Founded in 1966, its 36,000 students experience an innovative learning environment, made rich by research, hands-on experiences and entrepreneurial thinking. It is Canada's leader in the creation of start-ups . Start something today at the University of Calgary. For more information, visit .

The University of Calgary has launched an institution-wide Indigenous Strategy committing to creating a rich, vibrant, and culturally competent campus that welcomes and supports Indigenous Peoples, encourages Indigenous community partnerships, is inclusive of Indigenous perspectives in all that we do.

As an equitable and inclusive employer, the University of Calgary recognizes that a diverse staff/faculty benefits and enriches the work, learning and research experiences of the entire campus and greater community. We are committed to removing barriers that have been historically encountered by some people in our society. We strive to recruit individuals who will further enhance our diversity and will support their academic and professional success while they are here. In particular, we encourage members of the designated groups (women, Indigenous peoples, persons with disabilities, members of visible/racialized minorities, and diverse sexual orientation and gender identities) to apply. To ensure a fair and equitable assessment, we offer accommodation at any stage during the recruitment process to applicants with disabilities. Questions regarding [diversity] EDI at UCalgary can be sent to the Office of Equity, Diversity and Inclusion ) and requests for accommodations can be sent to Human Resources ).

Do you have most but not all the qualifications? Research show that women, racialized and visible minorities , and persons with disabilities are less likely to apply for jobs unless they meet every single qualification. At UCalgary we are committed to achieving equitable, diverse, inclusive and accessible employment practices and workplaces and encourage you to apply if you believe you are right for this role.

We encourage all qualified applicants to apply, however preference will be given to Canadian citizens and permanent residents of Canada.

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