Senior Analyst, Trust Performance

7 days ago

Edmonton, Canada CFA Institute Full time

Senior Analyst
Trust Performance & Compliance
Peace Hills Trust

January 9, 2023

Company

Peace Hills Trust is Canada’s largest and oldest First Nations owned federally regulated financial institution and is also Canada’s only independent Trust Company. Employing over 100 people, Peace Hills Trust provides personal and business financial services through a network of 8 Regional Offices and electronic services.

Peace Hills Trust is wholly owned by the Samson Cree Nation of Maskwacis, Alberta. Its Corporate Office is located in Edmonton, Alberta.

Trust Services

Trust Services is one of the leaders in Canada in First Nation Trusts. Peace Hills Trust, as a First Nation owned organization, is dedicated to the successful administration of First Nation Trusts and has been doing so for over 43 years.

Trust Services deals exclusively with First Nation Trusts, providing Customized Trust Services, and offers exceptional client service based on the principles of honesty, integrity, and transparency.

The Opportunity

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. This position requires the incumbent to analyze investment manager’s reports, maintain multiple data bases 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.

Accountabilities include:

  • Receives investment manager reports and inputs performance data against benchmarks, inputs, and generates various Mercer reports and assists the CFA with quarterly and annual reports.
  • Reviews quarterly reports to ensure compliance with the Investment Policy Statement.
  • Prepares in conjunction with the CFA Investment Policy Statements, RFP’s, quarterly and annual reports.
  • Works to control data through a CRM and client virtual library.

The Ideal Candidate

The Senior Analyst position is a perfect step towards a career within the trust and investment world and is ideally suited for an individual with experience as an analyst or investment professional.

Selected candidates will work in a stimulating progressive environment that moves quickly and effectively in servicing a well-focused market, along with a competitive salary and a full range of benefits.

Qualifications:

  • University degree and a CFA or CFA candidate.
  • 3 to 5 years as an analyst or investment industry experience.
  • Prepared to complete the CFA designation.
  • Knowledge of asset management and administration procedures is an asset.

If you are highly motivated individual looking for a challenge, we invite you to forward a detailed resume and brief letter outlining income expectations and how the position applied for fits into your career goals to:

Peace Hills Trust Company

Email: georgina.villeneuve@peacehills.com

We appreciate the interest of all applicants however only those selected for consideration will be contacted.

#J-18808-Ljbffr

  • Senior Analyst, Trust Performance

    Found in: beBee jobs CA - 1 week ago

    Edmonton, Alberta, 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...

  • Senior Analyst, Trust Performance

    Found in: beBee S CA - 2 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...

  • Senior Analyst, Trust Performance

    Found in: Jooble CA O C2 - 1 week ago

    Edmonton, AB, Canada CFA Institute Full time

    Senior Analyst Trust Performance & Compliance Peace Hills Trust January 9, 2023 Company Peace Hills Trust is Canada’s largest and oldest First Nations owned federally regulated financial institution and is also Canada’s only independent Trust Company. Employing over 100 people, Peace Hills Trust provides personal and business financial services through...

  • Senior Financial Analyst – Financial Planning and Analysis

    Found in: Talent CA C2 - 1 week ago

    Edmonton, Canada Alberta Blue Cross Full time

    Alberta Blue Cross® is an Alberta based organization dedicated to delivering exceptional customer experience and community leadership. We’re committed to providing the best health coverage to over 1.8 million members and take an active role in promoting wellness. We believe in what we do—and place trust in our employees to deliver our vision. Working...

  • Senior Medical Performance Specialist

    Found in: Talent CA C2 - 2 weeks ago

    Edmonton, Canada WCB Alberta Full time

    As an equal opportunity employer, we are looking to build a diverse workforce that reflects the diversity of our clients and the customers we serve. Learn more about working for WCB atCareers - WCB Alberta Job Title: Senior Medical Performance Specialist Job Type: Permanent / Full time Job Location: Edmonton, Alberta SENIOR MEDICAL PERFORMANCE...

  • Senior Medical Engineer B6

    Found in: Talent CA C2 - 16 hours ago

    Edmonton, Canada North Middlesex University Hospital NHS Trust Full time

    Job summary We are looking to recruit a highly motivated and driven individual to join our Clinical Engineering Technical Team at North Middlesex Hospital. We are looking forward to welcoming on board an individual who will work in accordance with our values to support the Clinical Engineering service to continue delivering a great service. You will...

  • Reception/unit Clerk

    1 week ago

    Edmonton, Canada Care At Home Trust Full time

    **Join Our Team at Care At Home Trust!** **About Us**: Care At Home Trust (CAHT) is a privately-owned corporation dedicated to providing top-notch home care services and staffing solutions. Originally starting as a home care service for seniors, we have expanded our services to include support staff for Seniors Homes and Nursing Staffing. With our extensive...

  • Senior Medical Performance Specialist

    Found in: beBee jobs CA - 2 weeks ago

    Edmonton, Alberta, Canada Workers' Compensation Board- Alberta Full time

    As an equal opportunity employer, we are looking to build a diverse workforce that reflects the diversity of our clients and the customers we serve. Learn more about working for WCB at Careers - WCB AlbertaJob Title:Senior Medical Performance SpecialistJob Type:Permanent / Full timeJob Location:Edmonton, AlbertaSENIOR MEDICAL PERFORMANCE SPECIALISTMedical...

  • Research Analyst

    Found in: Appcast CA A2 P - 6 days ago

    Edmonton, Canada R.A. Malatest & Associates Ltd. Full time

    Malatest is looking for a Research Analyst or a Senior Research Analyst to join our dynamic work environment. In this key position, Analysts are able to develop and contribute to the success of a diverse range of interesting projects in health, education, labour market, housing, and transportation and other current issues. At Malatest, we have an inclusive...

  • Senior PMO Analyst

    Found in: Talent CA C2 - 2 weeks ago

    Edmonton, Canada CWB Financial Group Full time

    At , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by: Putting people first and building relationships with intention Seeking out and embracing new ideas Believing that how we do things is as important as what we do Role Specifications Everyday flexibility. Hybrid work...

  • Research Analyst

    6 days ago

    Edmonton, Canada R.A. Malatest & Associates Ltd. Full time

    Malatest is looking for a Research Analyst or a Senior Research Analyst to join our dynamic work environment. In this key position, Analysts are able to develop and contribute to the success of a diverse range of interesting projects in health, education, labour market, housing, and transportation and other current issues.At Malatest, we have an inclusive...

  • Technical Analyst – Senior

    2 days ago

    Edmonton, Canada BQ INTERNATIONAL LTD. Full time

    The wildfire application team supports a portfolio of custom and off the shelf applications in support of wildfire management branch. These applications are critical in the delivery of wildfire services. This position is to backfill employees who are working on the transformation project.Opportunity TitleCL-Technical Analyst – SeniorDescription of...

  • Technical Analyst – Senior

    2 days ago

    Edmonton, Canada BQ INTERNATIONAL LTD. Full time

    The wildfire application team supports a portfolio of custom and off the shelf applications in support of wildfire management branch. These applications are critical in the delivery of wildfire services. This position is to backfill employees who are working on the transformation project.Opportunity TitleCL-Technical Analyst – SeniorDescription of...

  • Technical Analyst – Senior

    2 days ago

    Edmonton, Canada BQ INTERNATIONAL LTD. Full time

    The wildfire application team supports a portfolio of custom and off the shelf applications in support of wildfire management branch. These applications are critical in the delivery of wildfire services. This position is to backfill employees who are working on the transformation project.Opportunity TitleCL-Technical Analyst – SeniorDescription of...

  • Network Analyst

    4 days ago

    Edmonton, Canada Government of Alberta Full time

    **Job Information** Job Requisition ID: 52687 Ministry: Technology & Innovation Location: Edmonton or Clagary Full or Part-Time: Full Time Hours of Work: 36.25 hours per week Regular/Temporary: Regular Scope: Open Competition Closing Date: February 16, 2024 Classification: Systems Analyst 2 **Salary**: $2,718.86 to $3,733.10 bi-weekly ($70,962 - $97,433/...

  • Senior Analyst Finance

    2 days ago

    Edmonton, Canada EPCOR Utilties Inc. Full time

    We are hiring a permanent, full time Senior Analyst, Finance position working out of Edmonton, AB. In this position, you work with EPCOR’s Electricity Operations leadership in providing overall financial support to make informed strategic decisions. This includes being accountable for accurate and timely analysis of operational revenues and expenses,...

  • Senior Analyst Finance

    2 days ago

    Edmonton, Canada EPCOR Utilties Inc. Full time

    We are hiring a permanent, full time Senior Analyst, Finance position working out of Edmonton, AB. In this position, you work with EPCOR’s Electricity Operations leadership in providing overall financial support to make informed strategic decisions. This includes being accountable for accurate and timely analysis of operational revenues and expenses,...

  • Senior Analyst Finance

    2 days ago

    Edmonton, Canada EPCOR Utilties Inc. Full time

    We are hiring a permanent, full time Senior Analyst, Finance position working out of Edmonton, AB. In this position, you work with EPCOR’s Electricity Operations leadership in providing overall financial support to make informed strategic decisions. This includes being accountable for accurate and timely analysis of operational revenues and expenses,...

  • Data Lead Quality Improvement

    5 days ago

    Edmonton, Canada Alberta Health Services Full time

    **Your Opportunity**: **Description**: The Senior Analyst will develop and implement creative, advanced analytic approaches to address complex questions; provide decision support to enable better, informed decisions through measurement, reporting and analytics; educating users about the appropriate use of data and how to effectively use tools such as Tableau...

  • Senior Financial Analyst

    Found in: Jooble CA O C2 - 1 week ago

    Edmonton, AB, Canada Jones Lang LaSalle Incorporated Full time

    Senior Financial Analyst, Capital Markets page is loaded Senior Financial Analyst, Capital Markets Apply remote type On-site locations Edmonton, AB time type Full time posted on Posted Yesterday job requisition id REQ348240 JLL supports the Whole You, personally and professionally. Our people at JLL are shaping the future of real estate for a better...