Analyst, Pension Investments

ATCO; Calgary; On-site; CAD 70,000 - 100,000; Full time

Job summary

ATCO is seeking a Pension Investments Analyst to support finance operations for pension plans. This role involves overseeing investment strategies, managing external relationships, and ensuring effective pension operations. Candidates should possess strong analytical skills, relevant experience, and an undergraduate degree in a related field.

Qualifications

• 3-5 years of experience in pension operations or institutional investing.
• Strong interest and knowledge in investing and capital markets.
• Experience with cash management and financial reporting.

Responsibilities

• Assist with pension investment strategy research and reporting.
• Manage relationships with pension service providers and investment managers.
• Perform monthly cash management and coordinate transactions.

Skills

Analytical skills

Communication skills

Organizational skills

Attention to detail

Education

Undergraduate degree in Commerce, Finance, Economics, Mathematics

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Job description

Job Description

Why Work Here?

Employees at ATCO are offered endless variety. We are entrepreneurial with a large degree of autonomy and freedom, experiencing new situations and learning opportunities every day. We believe in creating a workplace where you can thrive professionally while contributing to something greater, serving our communities and shaping the future.

About the Role:

The Pension Investments Analyst will play a key role in the finance operations of the Canadian Utilities and ATCO Structures & Logistics defined benefit and defined contribution pension plans.

The successful applicant will have the opportunity to join an engaging and impactful team, while playing a pivotal role in the development and implementation of pension investment strategies and pension fund operations across multiple asset classes and geographies. Additionally, this role offers the chance to work with external investment professionals and collaborate with various teams and leaders within the organization.

What You Will Do:

1. Pension Investment Oversight

• Assist with ongoing pension investment and portfolio strategy research
• Prepare daily economic funded status reports for DB Plans
• Prepare monthly investment performance reports for DB and DC Plans
• Coordinate re-balancing trades

External Relationship Management

• Maintain master contact list for pension service providers and investment managers
• Build and maintain productive relationships with service providers
• Coordinate meetings and schedules for the pension investment team

Retirement Programs Support

• Support ongoing retirement program initiatives for the pension plans
• Assist in creating financial education materials
• Address questions regarding investment mandates of the Plans
• Support human resource-related pension matters
• Collaborate with team members for cross-training and contingency planning

Pension Operations

• Perform monthly cash management to maintain appropriate cash balances
• Manage plan expenses, payments, reporting, and record keeping
• Coordinate transactions via the Northern Trust Platform
• Review and summarize asset manager reports and manage record keeping
• Coordinate custody statement production, review for accuracy, and record keeping
• Prepare materials for Management and Board Pension Committee meetings
• Assist in financial reporting and statements preparation
• Support the annual audit process
• Maintain operational procedures and manuals
• Complete quarterly and annual investment management surveys

What You Bring:

• Three to five years of relevant experience (e.g., pension operations, institutional investing, treasury, risk management)
• Undergraduate degree in Commerce, Finance, Economics, Mathematics, or related field
• Interest and knowledge in investing and capital markets
• Strong analytical skills and attention to detail
• Excellent communication skills
• Experience with cash management and financial reporting
• Knowledge of accounting, record keeping, and audit support
• Strong organizational skills and record keeping experience
• Initiative, independence, and accountability
• Proficiency in Microsoft Office, especially Excel, Word, and PowerPoint

Nice to Have:

• Experience in pension investment strategies, reporting, and performance analysis
• Familiarity with Bloomberg
• Relevant certifications such as CFA, FRM, CTP, or ongoing studies

We thank all applicants; only those selected for an interview will be contacted.

ATCO delivers inspired solutions for a better world. We are a diversified global corporation involved in Structures & Logistics, Utilities, Energy Infrastructure, Retail Energy, Transportation, and Commercial Real Estate. Learn more at www.atco.com. We are proud to be an equal opportunity employer and honor the Indigenous Peoples' territories on which we operate.