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Investment Analyst

LifeWorks

This is a Contract position in Halifax, NS posted June 19, 2022.

Build a meaningful career

At LifeWorks, we offer more than career opportunities, we provide career opportunities to make meaningful contributions to people’s lives.  The extraordinary expertise of a more than 7,000-strong workforce is harnessed to support the employees and families of the organizations we serve. Our innovative programs have a lasting impact on the health, financial security and productivity of 24,000 workplaces.

Working closely with the Investment Team in Atlantic Canada, the incumbent plays a key role in supporting client relationships and providing quality investment consulting services for institutional investment clients of various sizes.

Responsibilities

 

• Supporting the Investment Team in providing a full range of institutional investment consulting services to clients, including but not limited to, investment strategy, asset allocation, performance evaluation, portfolio analysis, investment manager research and supporting the development of investment policies and governance structures
• Assists with investment manager monitoring, documentation and maintenance of internal databases
• Drafts performance reports
• Drafts reports and memos for internal and external clients
• Supports the Investment Team on client assignments, working with little supervision at times
• Takes direction from, and supports, senior team members
• Attends internal training sessions to build knowledge of industry topics and trends
• Ensures that quality control and service standards are attained on every transaction
• Develops and maintains excellent relationships with clients, investment managers, and other suppliers through telephone contact and office visits as appropriate
• Understands the client’s perspective and priorities, and works with the client to resolve issues
• Conducts research on various pension fund investment topics
• Assists the Investment Team in various areas of the practice and participates on special projects as required
• Assists with pension administration tasks as required

 

Succeeding as an Investment Analyst will require the following core qualifications and skills

 

• One to three years of investment consulting experience is desirable, or equivalent experience in institutional funds management, banking, finance or treasury operations
• Completion of CFA Level 1 exam is desirable
• Post-secondary education and related courses in investments
• Excellent mathematical and analytical skills
• Attention to detail is essential
• Exceptional customer focus with strong professional acumen
• Excellent communication, project management and presentation skills
• Strong team building skills and work ethic
• Highly organized, ability to take initiative and be independent
• A good understanding of personal computers and software, particularly MS Word, Excel and PowerPoint

#LI-SN1

Where permitted by law, LifeWorks employees must be fully immunized to access a LifeWorks office or customer premises.

Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to talentacquisitiononboarding@lifeworks.com

Fulfilling work that matters

LifeWorks is in the business of helping organizations help their people and in the process, we strive to elevate ours. We're always looking for talented professionals and strategic leaders looking to make a difference in the lives of the people we serve. We appreciate the interest of every applicant; however, we contact only those selected for an interview.

At LifeWorks, we are committed to putting our people first.  Our priority is to optimize the health and productivity of our people.  In light of COVID-19, our company continues to monitor the global situation and following local guidance in each of our communities to ensure the health and wellbeing of our employees.  Safety is our highest priority, and while the goal is to ultimately return to the office, we are currently working remotely and are connecting with candidates through virtual interviews, recruitment events, and information sessions.  We are excited to connect with you virtually, and look forward to receiving your application.