Investment Analyst
6 months ago
ABOUT ELLEMENT
Ellement Consulting Group (Ellement) is a privately-owned actuarial consulting firm that has been providing actuarial, administration, software programming, and consulting solutions for pension, benefits, and investment programs for individuals, corporations, unions, associations, and governments for programs based in Canada since 1996.
Our mission is to design, implement, and manage employee benefit programs for individuals and institutions to provide economic security at a reasonable and affordable cost.
We currently have a great opportunity for an Investment Analyst to join our team.
As an Investment Analyst, you will be part of an investment team that provides high quality investment services to multiple clients. The position requires an organized, professional individual with strong analytical skills, a strong work ethic, the ability to work independently and complete projects and tasks in a timely and efficient manner.
KEY ACCOUNTABILITIES AND RESPONSIBILITIES
- Reconciliation of custodian and investment manager data.
- Data aggregation.
- Produce and review both Monthly Reports and Quarterly Risk, Investment and Compliance Reports.
- Quality control on monthly custodial reports.
- Quarterly communication with current and prospective investment managers.
- Respond to inquiries from clients and investment managers regarding data and interpretation of analytical results.
- Interpret and communicate quantitative and qualitive data to the consultant.
- Ability to operate proprietary and external software.
- Look back at previous investment decisions and the thought process of making the investment decision
- Analyze investment projects
REQUIRED SKILLS AND EXPERIENCE
- College diploma or bachelor’s degree in a related field (accounting, investments, mathematics, or business administration).
- Minimum three years of relevant work experience in finance, investment, or accounting.
- A working knowledge of accounting.
- Strong attention to detail.
- Excellent written, oral, and interpersonal communication skills.
- Solid working knowledge of the Microsoft Office Suite.
- Strong organizational and time management skills as well as the ability to set and manage multiple priorities.
- Strong mathematical, analytical, and problem-solving skills.
- Able to maintain confidentiality related to private business matters.
- Solid understanding of financial set-up, procedures, statistics and economics.
- Successful completion of a background check is required.
At Ellement, we believe in investing in our business and operating it as effectively as we can. One of the best ways we know is by hiring great people. We also know that by investing in our employees and encouraging ongoing education, upgrading, and training, we’re building an environment where staff feel supported, involved, and engaged. We offer a challenging, team-oriented work environment, competitive compensation, and benefits package, and ongoing support for your professional and personal growth.
-
Investment Fund Analyst
3 weeks ago
Winnipeg, Manitoba, Canada Value Partners Investment Counsel Inc. Full timeCompany OverviewAbout Value Partners InvestmentsFounded in 2005, Value Partners Investments (VPI) is a Winnipeg-based investment firm that manages over $5.1 billion in assets primarily through nine investment funds and discretionary investment management services for wealthy families across Canada.
-
Analyst, Investment Solutions
1 month ago
Winnipeg, Canada Wellington-Altus Private Wealth Inc. Full time**Analyst, Investment Solutions** **Location**:This position is based out of our Winnipeg office. **Our organization**: Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and...
-
Investment Compliance Analyst
7 months ago
Winnipeg, Canada Canada Life Assurance Company Full timeInvestment Compliance Analyst **Description: - Permanent Full Time- We are looking for an **Investment Compliance Analyst**.- The Investment Compliance Analyst, as a member of Investment Compliance team, provides 2nd line independent oversight of regulatory risk management framework within the Investment Division, providing expert advice and guidance to...
-
Research Analyst
3 months ago
Winnipeg, Canada Value Partners Investment Counsel Inc. Full timep>Founded in 2005, Value Partners Investments (VPI) is a Winnipeg-based investment firm that currently manages over $5.1 Billion in assets primarily through nine investment funds as well as through Value Partners Investment Counsel (VPIC) which provides discretionary investment management services to wealthy families across Canada. 1 Billion in investment...
-
Investment Reporting Analyst
7 months ago
Winnipeg, Canada Canada Life Assurance Company Full time**Job Description**: The Investment Reporting Analyst is responsible for the preparation and consolidation of investment reports for the Investment Division in an accurate and timely manner. **What you will do** - Compile and analyze a variety of financial reports on investment activity and holdings to support consolidated corporate financial statements,...
-
High Performance Equity Research Analyst
1 month ago
Winnipeg, Manitoba, Canada Value Partners Investment Counsel Inc. Full timeValue Partners Investments is seeking an experienced High Performance Equity Research Analyst to join their Global Equity team in Winnipeg, Canada.The successful candidate will have the opportunity to learn a wide range of essential skills in the investment industry and participate in building one of Canada's greatest fund management teams with a driven...
-
Investment Counsellor
6 months ago
Winnipeg, Canada Value Partners Investments Full timeCompany Description Reporting to the Lead Investment Counsellor, the primary focus of the Investment Counsellor is to serve as trusted advisor for VPIC High-Net-Worth families, prospective clients, and advisors who have referred clients to our platform. The Investment Counsellor is adept at developing trusted, long-term relationships, partners directly with...
-
Financial Analyst
7 months ago
Winnipeg, Canada Ileen International Investment Inc. Full timeEducation: Bachelor's degree - Experience: 1 year to less than 2 years **Tasks**: - Collect financial and investment information about companies, stocks, bonds and other investments - Prepare company, industry and economic outlooks, analytical reports, briefings notes and correspondence - Provide investment advice and recommendations to clients, senior...
-
Research Analyst
6 months ago
Winnipeg, Canada Value Partners Investments Full time**Company Description** Founded in 2005, Value Partners Investments (VPI) is a Winnipeg-based investment firm that currently manages over $4.7 Billion in assets primarily through nine investment funds (the “Pools”) that are distributed through investment dealers and mutual fund dealers, as well as an investment counsel service which provides...
-
Financial Analyst
3 months ago
Winnipeg, Canada Rockport Investment Group Inc. Full time**Job Overview** **Duties** - Analyzing property financials, market trends, and investment opportunities - Conducting financial modeling and valuation analysis to assess risk and return metrics - Preparing cash flow projections and financial statements - Evaluating potential real estate investments and assessing their financial viability - Collaborating...
-
Investment Compliance Analyst Student
7 months ago
Winnipeg, Canada Canada Life Assurance Company Full time**Description: - Temporary Full Time- As a member of Investment Compliance team, provides 2nd line independent oversight of regulatory risk management framework within the Investment Division, providing expert advice and guidance to assist our business in meeting its regulatory obligation. - Investment Compliance has oversight over the Investment...
-
Investment Compliance Analyst Student
3 months ago
Winnipeg, Canada The Canada Life Assurance Company Full timeGlobal Risk and Actuarial, Canada Risk & Compliance Temporary Full Time As a member of Investment Compliance team, provides 2nd line independent oversight of regulatory risk management framework within the Investment Division, providing expert advice and guidance to assist our business in meeting its regulatory obligation. Note: This is a 4-month student...
-
Pension Analyst
4 days ago
Winnipeg, Canada Ellement Consulting Group Full time**PENSION ANALYST** Ellement Consulting Group is a national provider of integrated retirement, benefit, actuarial, and investment consulting, as well as administration services for retirement and benefit programs, and retirement and benefit software solutions for internally administered organizations. We currently have a great opportunity for a Pension...
-
Accounting Analyst
11 hours ago
Winnipeg, Canada Richardson International Full timeAt Richardson International, being truly invested is at the heart of everything we do. For over 160 years, Richardson has been dedicated to Canadian agriculture. Recognized as a global leader in agriculture and food processing, Richardson is one of Canada’s Best Managed Companies. Richardson has approximately 3,000 employees across Canada, the U.S. and the...
-
Research Analyst
3 months ago
Winnipeg, Canada Value Partners Investments Full time**Company Description** Position Summary** Founded in 2005, Value Partners Investments (VPI) is a Winnipeg-based investment firm that currently manages over $5.1 Billion in assets primarily through nine investment funds as well as through Value Partners Investment Counsel (VPIC) which provides discretionary investment management services to wealthy families...
-
Accounting Analyst
6 months ago
Winnipeg, Canada Richardson Full timeAt Richardson International, being truly invested is at the heart of everything we do. For over 165 years, Richardson has been dedicated to Canadian agriculture. Recognized as a global leader in agriculture and food processing, Richardson is one of Canada's Best Managed Companies with over 3,000 employees across Canada, the U.S., the U.K., and Europe. At...
-
Accounting Analyst
6 months ago
Winnipeg, Canada Richardson International Full timeAt Richardson International, being truly invested is at the heart of everything we do. For 160 years, Richardson has been dedicated to Canadian agriculture. Recognized as a global leader in agriculture and food processing, Richardson is one of Canada’s Best Managed Companies. Headquartered in Winnipeg, Richardson has more than 3,000 employees across...
-
Accounting Analyst
7 months ago
Winnipeg, Canada Richardson International Full timeAt Richardson International, being truly invested is at the heart of everything we do. For over 165 years, Richardson has been dedicated to Canadian agriculture. Recognized as a global leader in agriculture and food processing, Richardson is one of Canada’s Best Managed Companies with over 3,000 employees across Canada, the U.S., the U.K., and Europe. At...
-
Pension Analyst
7 months ago
Winnipeg, Canada Ellement Consulting Full time**PENSION ANALYST**: ABOUT ELLEMENT Ellement Consulting Group (Ellement) is a privately-owned actuarial consulting firm that has been providing actuarial, administration, software programming, and consulting solutions for pension, benefits, and investment programs for individuals, corporations, unions, associations, and governments for programs based in...
-
Accounting Analyst
7 months ago
Winnipeg, Canada Richardson International Full timeAt Richardson International, being truly invested is at the heart of everything we do. For over 165 years, Richardson has been dedicated to Canadian agriculture. Recognized as a global leader in agriculture and food processing, Richardson is one of Canada’s Best Managed Companies with over 3,000 employees across Canada, the U.S., the U.K., and Europe. At...