Investments Analyst

5 months ago

Ottawa, Canada The Professional Institute of the Public Service of Canada Full time

**Division**: Finance

**City**:Ottawa, ON

**Type of position**:Hybrid

**Job Term**: Permanent Full-time (35 hours per week)

**Union/Non**: IAM Local 3011

**Competition**: 24-13

The Professional Institute of the Public Service of Canada, a national union representing some 70,000 professionals and scientists throughout Canada. requires an **Investments Analyst** for its National Office in Ottawa.

PIPSC/IPFPC is committed to building an inclusive workplace where diversity of thought - and of people - are recognized, valued, and considered essential to achieving our goals and objectives. We are making concerted efforts to foster a workforce that is representative of our diverse membership. We strive to create a work environment that is welcoming to everyone regardless of their gender, age, religion, race, ethnicity, and nationality, particularly equity deserving groups, such as members of the IBPOC, 2SLGBTQIA+ communities, and people living with disabilities.

**What can I expect to do in this role?**

Under the direction of the Director, Finance, the Investments Analyst enhances and updates financial models of annual plan and quarterly budget for balance of investment assets and investment income. This position participates in building financial models to assess investment and capital performance, risk factors, and potential returns. The Investments Analyst monitors and evaluates the performance of investment and capital portfolios, identifying areas for improvement and suggesting adjustments. They analyze and assess the risks associated with investment and capital strategies, considering factors such as market conditions, industry trends, and regulatory changes, including liaising with external investment resources.

**Primary responsibilities**:

- Enhance and update financial models of annual plan and quarterly budget for balance of investment assets and investment income.
- Conduct thorough research and analysis of potential investment opportunities, including capital, stocks, bonds, mutual funds, or other financial instruments.
- Participate in building financial models to assess investment and capital performance, risk factors, and potential returns. Enhance financial models to capture the features of asset classes and best practices of industry forecast methodologies.
- Prepare regular (i.e. monthly, quarterly or annually) reports, summaries, and presentations on investment portfolios, performance metrics, market trends, and investment recommendations. Track and monitor book yield, market yield, return on required regulatory capital by asset class.
- Monitor and evaluate the performance of investment and capital portfolios, identifying areas for improvement and suggesting adjustments.
- Provide ad hoc and regular analysis to track the impacts of key drivers on regulatory mortgage insurance risk capital charges.
- Estimate the impact of market and regulatory changes e.g., interest rate changes, on capital requirements.
- Assist in the implementation of changes to regulatory capital reporting.
- Analyze and assess the risks associated with investment and capital strategies, considering factors such as market conditions, industry trends, and regulatory changes, including liaising with external investment resources. Provide updates on the analysis to facilitate communication, decision-making for maximizing the return on investment portfolio while minimizing risks.
- Assist in developing and implementing internal control policies and procedures as needed.
- Stay updated with financial regulations and ensure investment activities comply with applicable laws and guidelines.
- Collaborate with internal teams, clients, and external stakeholders to gather data, share insights, and support decision-making processes.
- Provide feedback and insight into the workflow of financial processes and evaluation of financial systems and software.
- Participate in multi-disciplinary teams assigned to special projects and work collaboratively with employees in other sections.
- May be requested to undertake other related duties on a periodic basis.

**Experience, Education and Skills Required**

**Education and Experience**:

- University degree in Finance, Economics or a related discipline; and
- Current accreditation or working towards CPA, CFA, FRM designation or other related degree or designation; and
- Three (3) to five (5) years of related experience; or an equivalent combination of education and experience

**Language requirement**:

- Fluency in both French and English is **an** **asset**

**Skills and experience required**:

- Maintain current knowledge of applicable Institute policies and Office of the Superintendent of Financial Institutions (OSFI) guidelines as well as financial reporting standards.
- Knowledge of financial analysis techniques, including financial statement analysis, ratio analysis, and valuation methods.
- Knowledge of investment principles, asset classes, financial markets, and industry t

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