6 meilleures offres (investment analyst, winnipeg, mb) (à pourvoir)

Investment Analyst
Ellement Consulting Group —Winnipeg, MB
- De 65 000 $ à 75 000 $ par an
- Temps plein
- Microsoft Excel
- Esprit d'analyse
- Baccalauréat
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Investment Analyst
BLUE POINT CAPITAL —Winnipeg, MB
- À partir de 58 697,04 $ par an
- Temps plein
- Microsoft Powerpoint
- Microsoft Word
- Logiciels de GRC/CRM
- Assurance Dentaire
Postuler rapidement
Investment Analyst
MMI Group —Winnipeg, MB
- Temps plein
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Postuler rapidement
il y a 1 jour
Financial Analyst
Lambert Nemec Group —Winnipeg, MB
- De 65 000 $ à 75 000 $ par an
- Temps plein
- Microsoft Excel
- Systèmes PGI
- Finance
Postuler rapidement
Senior Analyst Finance
IG Wealth Management —Winnipeg, MB
- De 69 000 $ à 86 500 $ par an
- Travail hybride
- Microsoft Excel
- Microsoft Office
- Esprit d'analyse
- Assurance Invalidité
- Assurance Dentaire
il y a 8 jours
Senior Financial Analyst – Operations & Supply Chain
Ryder System —Winnipeg, MB
- De 90 000 $ à 95 000 $ par an
- Temps plein
- Microsoft Excel
- Gestion des stocks
- Systèmes PGI
- Régimes de participation aux bénéfices
- Assurance Dentaire
il y a 7 jours

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Investment Analyst

Ellement Consulting Group -
Winnipeg, MB

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Détails du poste

Temps plein
De 65 000 $ à 75 000 $ par an

Profil recherché

Microsoft Excel
Statistique
Mathématiques
Esprit d'analyse
Baccalauréat
Comptabilité
Diplôme d'études collégiales (hors Québec)
Affaires
Compétences en communication

Description complète du poste

Company Overview

Ellement Consulting Group (Ellement) is a privately-owned actuarial consulting firm established in 1996. We provide actuarial, administration, software programming, and consulting solutions for pension, benefits, and investment programs for individuals, corporations, unions, associations, and governments across Canada.

At Ellement, we empower our clients with informed choices and expert advice. Our mission centers on delivering purposeful, accessible experiences that prioritize customer obsession and operational excellence. We are committed to integrity, strategic foresight, and fostering symbiotic partnerships where challenges are met with collective brilliance and innovative solutions.

Our approach is straightforward and client-centric, ensuring that every interaction is clear, helpful, and devoid of unnecessary jargon. Confident and authentic, we strive to be more than consultants—we are reliable partners in our clients' success.

Position Summary

We are seeking a detail-oriented and analytical Investment Analyst to join our team. The ideal candidate will play a key role in supporting the actuarial, investment, and analytical functions related to pension plans, investment portfolios, retirement products, and other related services. This position involves performing complex calculations, analyzing data, programming models, and assisting in the preparation of reports that inform strategic decision-making. You will work collaboratively with a team of actuaries, consultants, investment professionals, and pension administrators to provide valuable information and insights for our clients.

Key Responsibilities:

Investment Reconciliation
- Reconciliation of custodian and investment manager data.
- 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.
- Look back at previous investment decisions and the thought process of making the investment decision

Collaboration
- Work closely with consultants, investment team members, and other departments to support client engagements and strategic initiatives.
- Collaborate on special projects as directed.

Qualifications and Attributes

Education:
- College diploma or bachelor’s degree in Actuarial Science, Mathematics, Statistics, or a related field (accounting, investments, business administration)

Experience:
- Previous experience in an actuarial or investments role, particularly in the retirement or pension sector, is advantageous but not required.
- Internships or coursework related to actuarial science, pension plans, or financial analysis will be considered.

Certifications:
- Progress toward actuarial certification (Society of Actuaries and Canadian Institute of Actuaries) with 2+ exams passed or working towards CFA designation is preferred.

Skills:
- Strong analytical and problem-solving skills with a keen attention to detail.
- Proficient in Excel and other Microsoft software programs.
- Professional and highly organized.
- Demonstrate excellent communication skills, both written and verbal.
- Respects confidential and highly sensitive, critical information.
- Is effective at working autonomously and can work collaboratively in a team-oriented environment.
- Ability to operate proprietary and external software.

Successful completion of a cleared criminal background check is required.

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