Current jobs related to Investment Portfolio Analyst - Vancouver, British Columbia - UBC Investment Management


  • Vancouver, British Columbia, Canada ENOCH WEALTH INC. Full time

    Job Title: Investment Portfolio AnalystAt Enoch Wealth Inc., we are seeking a highly skilled Investment Portfolio Analyst to join our team. The successful candidate will be responsible for collecting and analyzing financial information about companies, stocks, bonds, and other investments. This includes preparing company and industry outlooks, analytical...


  • Vancouver, British Columbia, Canada CC&L Investment Management Full time

    About the RoleWe are seeking a highly skilled Portfolio Management Analyst to join our team at CC&L Investment Management. As a key member of our investment team, you will be responsible for analyzing and managing investment portfolios to achieve optimal returns.Key ResponsibilitiesPortfolio Analysis – Conduct in-depth analysis of investment portfolios to...


  • Vancouver, British Columbia, Canada CC&L Investment Management Full time

    About the RoleWe are seeking a highly skilled Portfolio Management Analyst to join our team at CC&L Investment Management. As a key member of our investment team, you will be responsible for analyzing and managing investment portfolios to achieve optimal returns.Key ResponsibilitiesPortfolio Analysis – Conduct in-depth analysis of investment portfolios to...


  • Vancouver, British Columbia, Canada CC&L Investment Management Full time

    We are seeking a skilled Portfolio Management Analyst, Quantitative Equity to join our team at CC&L Investment Management. This is an exciting opportunity for you to leverage your analytical mindset and portfolio management knowledge to drive business growth.What You BringCritical Thinking - You possess the ability to analyze complex data and make informed...


  • Vancouver, British Columbia, Canada CC&L Investment Management Full time

    We are seeking an experienced Investment Analyst Lead to join our team at CC&L Investment Management. This role offers a unique opportunity to leverage your skills and expertise in quantitative equity to drive business growth and success.About the RoleAs an Investment Analyst Lead, you will be responsible for leading a team of investment analysts in...


  • Vancouver, British Columbia, Canada Leith Wheeler Investment Counsel Ltd. Full time

    Job Title: Portfolio Management System AnalystJob Description:Streamline and manage the operating model of the portfolio management system with regards to daily, quarterly and annual tasks, ad hoc requests and issues.Ensure that the functional requirements are understood, documented and considered correctly in the implementation.Create and maintain the...


  • Vancouver, British Columbia, Canada Leith Wheeler Investment Counsel Ltd. Full time

    Job DescriptionWe are seeking a highly skilled Portfolio Management System Analyst to join our team at Leith Wheeler Investment Counsel Ltd.About the Role:This is an exciting opportunity for a seasoned Business Analyst with expertise in finance, portfolio management, and software development to lead our portfolio management system's operational model...


  • Vancouver, British Columbia, Canada CC&L Investment Management Full time

    About the RoleWe are seeking a highly skilled Portfolio Management Analyst to join our team at CC&L Investment Management. As a key member of our investment team, you will be responsible for analyzing and managing investment portfolios to achieve optimal returns.Key ResponsibilitiesPortfolio Analysis - Conduct in-depth analysis of investment portfolios to...


  • Vancouver, British Columbia, Canada CC&L Investment Management Full time

    About the RoleWe are seeking a highly skilled Portfolio Management Analyst to join our team at CC&L Investment Management. As a key member of our investment team, you will be responsible for analyzing and managing investment portfolios to achieve optimal returns.Key ResponsibilitiesPortfolio Analysis – Conduct in-depth analysis of investment portfolios to...


  • Vancouver, British Columbia, Canada Leith Wheeler Investment Counsel Ltd. Full time

    Job DescriptionWe are seeking a highly skilled Portfolio Management System Analyst to join our team at Leith Wheeler Investment Counsel Ltd.The successful candidate will play a crucial role in streamlining and managing the operating model of our portfolio management system, ensuring that daily, quarterly, and annual tasks, ad hoc requests, and issues are...


  • Vancouver, British Columbia, Canada Vancity Full time

    About the Role:Vancity is seeking a skilled Investment Counsellor to join our team. As an Investment Counsellor, you will be responsible for assessing the needs of high net-worth members and organizations, and providing expert advice on asset allocation and portfolio management.Key Responsibilities:Assessing the needs of high net-worth members and...


  • Vancouver, British Columbia, Canada CC&L Investment Management Full time

    As a Portfolio Management Analyst, you will be responsible for managing and analyzing investment portfolios to optimize returns and minimize risk. To be successful in this role, you will need to have a strong analytical mindset, with the ability to think critically and creatively. You will also need to possess a thorough understanding of key drivers of...


  • Vancouver, British Columbia, Canada Leith Wheeler Investment Counsel Ltd. Full time

    Job Title: Portfolio Management System AnalystJob Summary:We are seeking a highly skilled Portfolio Management System Analyst to join our team at Leith Wheeler Investment Counsel Ltd. As a key member of our portfolio management team, you will be responsible for streamlining and managing the operating model of our portfolio management system.Key...


  • Vancouver, British Columbia, Canada Vancity Full time

    Investment Counsellor Role SummaryVancity is seeking a skilled Investment Counsellor to join our team. As an Investment Counsellor, you will be responsible for providing high-quality investment advice to our members and organizations.Key Responsibilities:Assessing the needs of our members and providing tailored investment advice to meet their...


  • Vancouver, British Columbia, Canada CC&L Investment Management Full time

    Key ResponsibilitiesDevelop and maintain a thorough understanding of key drivers of portfolio management, including portfolio construction, financial theory, economic models, and corporate financial statements.Apply analytical and creative thinking to drive business outcomes and make informed investment decisions.Collaborate with cross-functional teams to...


  • Vancouver, British Columbia, Canada Vancity Full time

    About the Role:We are seeking a highly skilled Strategic Investment Portfolio Manager to join our team at Vancity. This is an exciting opportunity for a seasoned investment professional to take on a leadership role in managing and developing investment portfolios that meet the needs of our members.Key Responsibilities:Develop and implement strategic...


  • Vancouver, British Columbia, Canada Leith Wheeler Investment Counsel Ltd. Full time

    Job Title: Business AnalystAbout the Role:We are seeking a highly skilled Business Analyst to join our team at Leith Wheeler Investment Counsel Ltd. As a Business Analyst, you will play a critical role in streamlining and managing the operating model of our portfolio management system.Key Responsibilities:Streamline and manage the operating model of the...


  • Vancouver, British Columbia, Canada Leith Wheeler Investment Counsel Ltd. Full time

    Job Title: Business AnalystAbout the Role:We are seeking a highly skilled Business Analyst to join our team at Leith Wheeler Investment Counsel Ltd. As a Business Analyst, you will play a critical role in streamlining and managing the operating model of our portfolio management system.Key Responsibilities:Streamline and manage the operating model of the...


  • Vancouver, British Columbia, Canada CC&L Financial Group Full time

    Job SummaryThe Institutional Portfolio Operations Analyst plays a critical role in providing accurate investment portfolio data to the entire CC&L Financial Group family. This position requires a strong understanding of investment operations and reconciliations, as well as excellent communication and problem-solving skills.Key Responsibilities Reconcile...


  • Vancouver, British Columbia, Canada Connor Clark and Lunn Financial Group Full time

    Senior Buy Side Equity AnalystConnor, Clark & Lunn Investment Management Ltd. is seeking a highly skilled Senior Buy Side Equity Analyst to join our Vancouver-based team.About the Role:Conduct in-depth research and analysis of Canadian equities to inform investment decisions.Develop and maintain a deep understanding of the Canadian market, including industry...

Investment Portfolio Analyst

2 months ago


Vancouver, British Columbia, Canada UBC Investment Management Full time
About the Role

This position will report to the Director, Total Portfolio Management and is responsible for contributing to the implementation of UBC Investment Management's investment framework and providing critical analysis and research to support the ongoing management of our funds.

The ideal candidate will have experience working with institutional portfolios, a strong analytical mindset, and a keen interest in learning. They will be responsible for assisting with portfolio performance attribution analysis, conducting due diligence on investment fund managers, and contributing to portfolio construction development.

Key Responsibilities:

  • Conducting portfolio performance attribution analysis and providing insights to support investment decisions
  • Assisting with due diligence on investment fund managers and ongoing monitoring of their performance
  • Contributing to portfolio construction development and ensuring alignment with UBC Investment Management's investment framework
  • Monitoring financial market developments and providing insights to support investment decisions
  • Assisting with the preparation of regular and ad-hoc reporting requirements for UBC Investment Management's Board and client portfolios

Requirements:

  • Undergraduate degree in Finance, Mathematics, Economics, or a similar quantitative discipline
  • 2-5 years' experience working with institutional investment portfolios
  • Strong analytical and quantitative skills, with a keen attention to detail
  • Strong communication skills and ability to work effectively in a team environment

About UBC Investment Management:

UBC Investment Management is a leading investment office committed to excellence in investment management. We are building a talented, diverse, results-oriented team and implementing a sophisticated investment framework to deliver superior investment results for our stakeholders.

We offer a competitive total rewards and benefits package, as well as opportunities for career development and growth. If you are a motivated and detail-oriented individual with a passion for investment management, we encourage you to apply for this exciting opportunity.