Analyst, Investment

2 weeks ago

Vancouver, Canada LifeWorks Full time

Build a meaningful career

At LifeWorks, we offer more than career opportunities, we provide career opportunities to make meaningful contributions to people’s lives. The extraordinary expertise of a more than 7,000-strong workforce is harnessed to support the employees and families of the organizations we serve. Our innovative programs have a lasting impact on the health, financial security and productivity of 24,000 workplaces.

The Investments & Risk (I&R) practice, a part of the Retirement Financial 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 LifeWorks Investment Management Limited (LWIM) to provide implemented investment and risk management solutions (OCIO).

Working within the investment team. Investment analysts play a key role in supporting client relationships and providing quality investment consulting services to clients of various sizes.

**Responsibilities**:
- Participates in investment research, assisting with investment manager searches, ongoing monitoring, documentation, and maintenance of internal databases- Prepares investment performance reports for clients (with direction / supervision / support from senior team members).- Gathering qualitative and quantitative data from external managers, custodians and other data providers-
- Analyzing portfolio characteristics, performance, drivers of return, manager investment style and adherence to stated mandates on a quarterly basis.- Collecting and verifying data required for quarterly performance reporting including interpreting and analyzing the data, as well as supporting the communication of relevant information in a timely and accurate manner to the client.- Taking initiative by proposing solutions to issues and problems around timeliness, effectiveness, quality and practicality in addressing client needs- Providing research and technical support for continued development of internal data base of investment managers- Drafts ad hoc reports and memos for internal and external clients- Ensures that quality control and service standards are followed for all projects- Develops and maintains excellent relationships with clients, investment managers, and other partners through telephone contact and office visits as appropriate- Attends internal training sessions to build knowledge of industry topics and trends

Qualifications and Skills:
- Bachelor’s degree is required, preferably in business, Finance or Economics (and related courses in investments)- One to five years of investment research / consulting experience preferred (varies for Investment Analyst and Senior Investment Analyst roles)- Completion of CFA Level 1 exam preferred- Excellent mathematical and technical skills- Strong attention to detail- Exceptional client focus with strong professional acumen- Excellent communication, project management and presentation skills- Strong work ethic and work under tight deadlines- Highly organized, ability to take initiative and be independent- Above average skills in MS Suite (MS Word, Power Point, and Excel). Work with a variety of investment excel-based tools.- Passion for investments Analytical mindset and a natural curiosity to look behind the numbers

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

Fulfilling work that matters

LifeWorks is in the business of helping organizations help their people and in the process, we strive to elevate ours. We're always looking for talented professionals and strategic leaders looking to make a difference in the lives of the people we serve. We appreciate the interest of every applicant; however, we contact only those selected for an interview.

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