Investment Analyst

NAV CANADA; Ottawa; Hybrid; CAD 70,000 - 100,000; Full time

Benefits offered by this job

Challenging team environment

Competitive compensation

Defined benefit pension

Opportunities for growth

Flexible work arrangements

Diverse and inclusive workforce

Job summary

NAV CANADA’s Pension Plan seeks an Investment Analyst to support the pension investment team with data collection, performance calculations, and risk monitoring. You will help prepare reports, analyze asset classes, and assist in manager oversight, with increasing independence over time.

The role requires a bachelor’s degree in a related field, CFA exposure, and strong Excel/PowerPoint skills, plus a proactive, detail-focused approach to investment research.

Qualifications

• Bachelor’s degree in business, Mathematics, Economics, or a related field.
• Enrollment in or pursuing the CFA Charterholder Program.
• Relevant professional experience in investment management; experience in a pension / institutional investment context is considered an asset.
• Advanced proficiency in Microsoft Office Suite especially Excel/VB and PowerPoint
• Knowledge of investment principles, asset allocation and portfolio construction
• Knowledge of research and data collection techniques, including data validation, verification and analysis
• Demonstrated ability to effectively leverage AI tools, including large language models (LLMs), to enhance research, analysis, and productivity

Responsibilities

• Calculate and reconcile monthly and quarterly investment performance.
• Prepare quarterly investment analysis and reporting across asset classes, regions, and sectors.
• Monitor external investment managers through manager meetings and review of periodic reports.
• Maintain investment databases and reporting, and enhance analytical and monitoring tools.
• Execute foreign currency spot and forward trades and monitor the Fund’s liquidity and cash position.
• Support investment due diligence and evaluation, including analysis of valuations, market trends, investment merits, and key risks.
• Develop and communicate views on financial markets, investment strategies, and key investment risks.
• Support the development and management of external investment relationships.
• Stay current on institutional investment best practices and industry developments.
• Prepare periodic investment reporting for senior management and the Pension Committee.

Skills

Excel/VB

PowerPoint

Investment principles

Data collection & analysis

AI tools (LLMs)

Education

Bachelor’s degree in business, Mathematics, Economics, or related field

Enrollment in CFA Charterholder Program

Tools

MS Office

Job description

Job Posting Title: Investment Analyst

Job Category: Investments, Professionals

Language Requirements: English / Anglais English is required / L'anglais est requis

Flexible Work Agreement Type: Hybrid / Hybride

Posting End Date: 2026-09-29

Job Grade: P3

Pay Range: Commensurate with Experience / Selon l’expérience

Job Summary

The NAV CANADA Pension Plan is a defined benefit pension plan with approximately 9000 members and $8 billion in assets invested across the spectrum of asset classes include public and private equity, fixed income, real estate, infrastructure, private debt and hedge funds. We have an exciting new opportunity for an Investment Analyst to join our highly engaged and innovative Pension Investment team. Our team is a small group of professionals who believe in the importance of retirement security and work closely together to ensure the plan is invested appropriately to meet our short- and long-term objectives. Reporting to the Manager, Pension Investments, the Pension Investment Analyst is actively involved in supporting all aspects of the investment process, portfolio monitoring and risk management for the NAV CANADA Pension Plan (“Plan” or “Fund”). The Pension Investment Analyst collects data, conducts ongoing performance and risk calculations, provides analysis, conducts research, and prepares reports with the objective of supporting the pension investment team’s decision making and monitoring activities. As the position evolves, it will be expected to operate with increasing independence while assuming responsibility for certain aspects of the investment process, such as individual mandate monitoring within assigned asset classes.

Job Description

What NAV CANADA offers you:

• Challenging, team-oriented work environment
• Competitive compensation and benefits
• Defined benefit pension plan
• Opportunities for growth and development
• Flexible work arrangements
• Diverse and inclusive workforce

In this role, you will:

• Calculate and reconcile monthly and quarterly investment performance.
• Prepare quarterly investment analysis and reporting across asset classes, regions, and sectors.
• Monitor external investment managers through manager meetings and review of periodic reports.
• Maintain investment databases and reporting, and enhance analytical and monitoring tools.
• Execute foreign currency spot and forward trades and monitor the Fund’s liquidity and cash position.
• Support investment due diligence and evaluation, including analysis of valuations, market trends, investment merits, and key risks.
• Develop and communicate views on financial markets, investment strategies, and key investment risks.
• Support the development and management of external investment relationships.
• Stay current on institutional investment best practices and industry developments.
• Prepare periodic investment reporting for senior management and the Pension Committee.

What you bring:

• Bachelor’s degree in business, Mathematics, Economics, or a related field
• Enrollment in or demonstrated interest in pursuing the CFA Charterholder Program.
• Relevant professional experience in investment management; experience in a pension / institutional investment context is considered an asset.
• Advanced proficiency in Microsoft Office Suite especially Excel/VB and PowerPoint
• Knowledge of investment principles, asset allocation and portfolio construction
• Knowledge of research and data collection techniques, including data validation, verification and analysis
• Demonstrated ability to effectively leverage AI tools, including large language models (LLMs), to enhance research, analysis, and productivity

How others describe you:

• Exceptionally high attention to detail
• Passionate about investing and financial markets
• Highly organized
• A collaborative team player
• Analytical and insightful
• Intellectually curious and self-motivated

Working Conditions:

This position is a hybrid position with a minimum 3 days per week on site. Some travel may be required.

Behaviour Statement:

All employees of NAV CANADA are expected to demonstrate behaviours aligned with company’s Code of Business Conduct, values, safety and objectives. This includes adherence to any safety policies, standards, and procedures corresponding to job responsibilities and duties. NAV CANADA is committed to building a skilled, diverse workforce reflective of Canadian society. If you do not believe that you match every job requirement listed on this job posting, we still encourage you to apply. NAV CANADA encourages a culture of learning and growth, and recognizes that although some technical skills are mandatory, many others can be taught. Our Company strives to create an inclusive and barrier-free selection process and work environment. If you require accommodations during this competition process, please ensure that you inform the interview coordinator or hiring manager of any accommodation measures you may require. NAV CANADA will provide accommodations throughout the recruitment and selection process to applicants with disabilities as required. The successful candidate must meet the security requirement of the position and be legally able to work in Canada.