Investments Analyst

3 days 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

  • Investment Research Analyst

    2 weeks ago

    Ottawa, Ontario, Canada beBee Professionals Full time

    Job Title: Investment Research AnalystLocation: Ottawa, CanadaCompany: beBee ProfessionalsJob Description:We are looking for an Investment Research Analyst to join our team in Ottawa. The successful candidate will be responsible for conducting research and analysis of financial markets, securities, and other investments. The Investment Research Analyst will...

  • Treasury/investment Analyst

    2 weeks ago

    Ottawa, Ontario, Canada The Minto Group Full time

    Treasury/Investment Analyst - 180 Kent Street, Ottawa Ontario (Hybrid)(BRIDGEGREEN)Reporting to the Director, Financial Reporting and Tax Compliance, this individual will be responsible for the financial reporting of the various holding and umbrella companies and ensuring accurate and timely completion of required financial reports.KEY RESPONSIBILITIES...

  • Senior Investment Analyst, Public Assets

    2 weeks ago

    Ottawa, Ontario, Canada Canadian Medical Protective Association Full time

    Senior Investment Analyst, Public Assets Position at Canadian Medical Protective Association ■ SENIOR INVESTMENT ANALYST , PUBLIC ASSETS JOIN AN ENERGIZED AND DEDICATED TEAM The CMPA's Investment department manages a global portfolio of over CA $6 .5 billion deployed across traditional and alternative asset classes with exposures to a broad array of...

  • Senior Investment Analyst, Public Assets

    3 weeks ago

    Ottawa, Canada Canadian Medical Protective Association Full time

    Senior Investment Analyst, Public Assets Position at Canadian Medical Protective Association ■ SENIOR INVESTMENT ANALYST , PUBLIC ASSETS JOIN AN ENERGIZED AND DEDICATED TEAM The CMPA’s Investment department manages a global portfolio of over CA $6 .5 billion deployed across traditional and alternative asset classes with exposures to...

  • Senior Investment Analyst, Public Assets

    5 days ago

    Ottawa, Canada Canadian Medical Protective Association Full time

    Senior Investment Analyst, Public Assets Position at Canadian Medical Protective Association ■ SENIOR INVESTMENT ANALYST , PUBLIC ASSETS JOIN AN ENERGIZED AND DEDICATED TEAM The CMPA’s Investment department manages a global portfolio of over CA $6 .5 billion deployed across traditional and alternative asset classes with exposures to...

  • Senior Investment Analyst, Public Assets

    4 weeks ago

    Ottawa, Canada the Ladders Full time

    Description Poste chez Canadian Medical Protective Association • SENIOR INVESTMENT ANALYST, PUBLIC ASSETSJOIN AN ENERGIZED AND DEDICATED TEAMThe CMPA's Investment department manages a global portfolio of over CA$6.5 billion deployed across traditional and alternative asset classes with exposures to

  • Senior Investment Analyst, Public Assets

    4 weeks ago

    Ottawa, Canada the Ladders Full time

    Description Position at Canadian Medical Protective Association • SENIOR INVESTMENT ANALYST, PUBLIC ASSETSJOIN AN ENERGIZED AND DEDICATED TEAMThe CMPA's Investment department manages a global portfolio of over CA$6.5 billion deployed across traditional and alternative asset classes with exposures t

  • Analyst, Access to Information and Privacy

    2 weeks ago

    Ottawa, Canada PSP Investments Full time

    ABOUT US We’re one of Canada’s largest pension investment managers, with CAD$243.7 billion of net assets as at March 31, 2023. We invest funds for the pension plans of the federal public service, the Canadian Forces, the Royal Canadian Mounted Police and the Reserve Force. Headquartered in Ottawa, PSP Investments has its principal business office in...

  • Senior Trade Support Analyst

    5 days ago

    Ottawa, Canada ISTITUTO MARANGONI Full time

    About AGF: Founded in 1957, AGF Management Limited is an independent and globally diverse asset management firm. AGF brings a disciplined approach to delivering excellence in investment management through its fundamental, quantitative, private capital, and high-net-worth businesses. Our suite of diverse investment solutions extends globally to a wide range...

  • Senior Trade Support Analyst

    4 days ago

    Ottawa, Canada ISTITUTO MARANGONI Full time

    About AGF: Founded in 1957, AGF Management Limited is an independent and globally diverse asset management firm. AGF brings a disciplined approach to delivering excellence in investment management through its fundamental, quantitative, private capital, and high-net-worth businesses. Our suite of diverse investment solutions extends globally to a wide range...

  • Director, Investments, Portfolio Management

    3 weeks ago

    Ottawa, Canada CMHC Full time

    **Job Requisition ID**: 9926 **Position Status**: Permanent Full Time **Position Type**:Hybrid with mandatory weekly presence **Office Location**:Ottawa (ON); Calgary (AB); Halifax (NS); Montreal (QC); Toronto (ON); Vancouver (BC) **Travel Requirement**: Limited **Language Designation**: Bilingual **Language Skill Levels (Read/Write/Speak)**:...

  • Investment Associate

    2 weeks ago

    Ottawa, Ontario, Canada Royal Bank of Canada Full time

    As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you've dreamed of starting your own business, but haven't had the training, support, and resources from a company like RBC. You have excellent people and problem-solving skills that help you build and maintain client...

  • Investment Planning Analyst

    2 weeks ago

    Ottawa, Ontario, Canada Scotiabank Full time

    Senior Investment & Personal Banking Specialist - Bank & Gloucester, Ottawa, Ontario Senior Investment & Personal Banking Specialist - Bank & Gloucester, Ottawa, Ontario As a Senior Investment & Personal Banking Specialist, you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch...

  • Investment Planning Analyst

    2 weeks ago

    Ottawa, Ontario, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance.Title: Senior Investment & Personal Banking Specialist- Bank & Gloucester, Ottawa, Ontario As a Senior Investment & Personal Banking Specialist, you are customer-centric...

  • Investment Accounting

    3 weeks ago

    Ottawa, Canada Carleton University Full time

    **Duties and Responsibilities**: The Investments Accounting and Reporting Specialist will oversee the financial reporting process for the $1.6 billion Retirement Fund, focusing on internal controls, financial statement preparation, treasury management, compliance, and management of the transaction reporting process for +27 separate investment accounts for...

  • Investment advisor

    4 weeks ago

    Ottawa, Canada RBC Full time

    Job SummaryJob DescriptionGrow your business, your way with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe youve dreamed of starting your own business, but havent had the training, support, and resources from a company like RBC. Here, youll find what you need for your...

  • Investment advisor

    5 days ago

    Ottawa, Canada RBC Full time

    Job SummaryJob DescriptionGrow your business, your way with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe youve dreamed of starting your own business, but havent had the training, support, and resources from a company like RBC. Here, youll find what you need for your...

  • Investment Advisor

    4 weeks ago

    Ottawa, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionGrow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you've dreamed of starting your own business, but haven't had the training, support, and resources from a company like RBC. Here, you'll find what you need...

  • Post-secondary Recruitment

    4 weeks ago

    Ottawa, Canada Innovation, Science and Economic Development Canada Full time

    Innovation, Science and Economic Development Canada - SIF - Strategic Innovation Fund Ottawa (Ontario) CO-01 $61,472 to $80,867 (Salary rates under review) For further information on the organization, please visit Innovation, Science and Economic Development Canada **Closing date: 10 December 2023 - 23:59, Pacific Time** **Who can apply**: Persons residing...

  • Investment Advisor

    6 days ago

    Ottawa, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionGrow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what you...