Investment Analyst
TELUS Health is a global-leading health and well-being provider focused on improving health outcomes. As an Investment Analyst, you will conduct in-depth research, perform financial modeling, and monitor portfolio performance to provide valuable investment recommendations and ensure alignment with client objectives. Responsibilities Participate in investment research, assisting with investment manager searches, ongoing monitoring, documentation, and maintenance of internal databases Prepare investment performance reports for clients (with direction / supervision / support from senior team members) Gather qualitative and quantitative data from external managers, custodians and other data providers Calculate investment performance statistics; Create and modify charts and tables; Draft investment manager performance commentary; Draft emails and letters in collaboration with consultants and peers Analyze portfolio characteristics, performance, drivers of return, manager investment style and adherence to stated mandates on a quarterly basis Collect and verify data required for quarterly performance reporting including interpreting and analyzing the data, as well as supporting the communication of relevant information in a timely and accurate manner to the client Take initiative by proposing solutions to issues and problems around timeliness, effectiveness, quality and practicality in addressing client needs Provide research and technical support for continued development of internal database of investment managers Draft ad hoc reports and memos for internal and external clients Ensure that quality control and service standards are followed for all projects Develop and maintains excellent relationships with clients, investment managers, and other partners through telephone contact and office visits as appropriate Attend internal training sessions to build knowledge of industry topics and trends Skills Bachelor's degree is required, preferably in business, Finance or Economics (and related courses in investments) Excellent mathematical and technical skills Strong attention to detail Exceptional client focus with strong professional acumen Excellent communication, project management and presentation skills Strong work ethic and ability to work under tight deadlines Highly organized, ability to take initiative and be independent Above average skills in MS Suite (MS Word, Power Point, and Excel) Ability to work with a variety of investment excel-based tools Passion for investments! Analytical mindset and a natural curiosity to look behind the numbers Completion of CFA Level 1 exam Benefits Comprehensive total rewards package highlighting competitive salary and bonus structures, minimum 3 weeks of vacation, and flexible benefits plan to meet the needs of you and your family Flexibility to work in-office, virtually or a combination of both Generous company matched pension Opportunity to give back to communities in which we work, live and serve Career growth and learning & development opportunities to develop your skills And much more… Company Overview TELUS Health specializes in telehomecare, electronic medical records, consumer health, benefits, and pharmacy management. It is a sub-organization of TELUS. It was founded in 1998, and is headquartered in Montréal, Quebec, CAN, with a workforce of 5001-10000 employees. Its website is