Investment Analyst

WorkSafeBC; Richmond; On-site; CAD 80,000 - 100,000; Full time

Job summary

A public sector organization in Richmond is seeking an investment analyst to prepare reports, monitor compliance, and provide analytical support for investment portfolios. Candidates should have strong analytical and communication skills, with an undergraduate degree or diploma in a relevant field. The role offers a hybrid work model and extensive benefits including a pension plan and health care.

Benefits

Defined benefit pension plan

3 weeks of vacation

Health care and dental benefits

Tuition reimbursement

Leadership development opportunities

Qualifications

• Minimum of 18 months experience in investment consulting or investment banking.
• CFA Level 1 exam completion is required.
• Experience with analytical software.

Responsibilities

• Prepare investment and financial reports for stakeholders.
• Monitor compliance and conduct reviews and audits.
• Research and advise on investment-related matters.

Skills

Analytical skills

Organizational skills

Communication skills

Team collaboration

Education

Undergraduate degree in business, commerce, finance

Diploma in business administration, commerce, or related fields

Tools

FactSet

Job description

Overview

Are you an investment professional who enjoys working in a team environment? Are you detail-oriented and committed to providing exceptional customer service? We're looking for an individual to join our Investment Management department as an investment analyst. In this role you'll prepare investment and financial reports for internal and external stakeholders, monitor compliance, and conduct reviews and audits. You'll also research and advise on investment-related matters and provide analytical support to ensure the effective management of WorkSafeBC's investment portfolios.

Consider joining us in this key role where you'll support our corporate goal of maintaining financial sustainability and stability, and the organization's strategic initiative of preserving the financial integrity of the workers' compensation system.

How you'll make a difference

You'll help protect the financial integrity of B.C.'s workers' compensation system, ensuring we serve British Columbians now and in the future.

Where you'll work

At WorkSafeBC, we offer a hybrid work model that combines working remotely, and in our offices based on the operational needs of the position.

The successful candidate will be working 2 days per week at our Richmond office.

What you'll do

• Assist in monitoring investment portfolio compliance and calculate performance figures
• Prepare monthly investment updates to management and stakeholders by analyzing global financial market events and updating economic forecasts
• Participate in the preparation of investment reports for committees and the Board of Directors
• Assist in the annual budget process by forecasting investment income and investment expenses
• Work with internal and external stakeholders with respect to corporate insurance requests, banking requirements, and enterprise risk management reporting needs
• Consistently models the appropriate level of organizational behaviours expected of all WorkSafeBC employees: responsive, respectful, fair, collaborative, accountable, and forward thinking.

Is this a good fit for you?

We're looking for people who can:

• Analyze and organize financial data, identify existing and potential problems, explore alternatives, and provide solutions and recommendations
• Plan, prioritize, and complete multiple concurrent tasks to meet changing deadlines, priorities, and requirements
• Build and maintain trusting and respectful relationships with employees, clients, and colleagues
• Communicate clearly and concisely explain, present, and summarize information in oral, written, and graphical format to senior executives and experts within the financial and investment community

Your background and experience

• An undergraduate degree (such as business, commerce, finance) and a minimum of eighteen months of experience in investment consulting, investment banking, or another suitable field or
• A diploma in business administration, commerce, or a related discipline with a minimum of five years of experience in investment consulting, investment banking, or another suitable field
• Knowledge and experience with PC applications and analytical software such as FactSet
• Completion of the Chartered Financial Analyst (CFA) Level 1 exam

We'll consider equivalent combinations of education and experience.

Important to know

Before we can finalize any offer of employment, you must:

• Confirm you're legally entitled to work in Canada

Who we are

At WorkSafeBC, we promote safe and healthy workplaces across British Columbia. We partner with workers and employers to save lives and prevent injury, disease, and disability. When work-related injuries or diseases occur, we provide compensation and support injured workers in their recovery, rehabilitation, and safe return to work. We're honoured to serve the 2.49 million workers and 263,000 registered employers in our province.

What's it like to work at WorkSafeBC?

It's challenging, stimulating, and rewarding. Our positions offer diversity and opportunities for professional growth. Every day, the work we do impacts people and changes lives. What we do is important, and so are the people we do it for.

Our ability to make a difference relies on building a team with a rich variety of skills, knowledge, backgrounds, abilities, and experiences that reflect the diversity of the people we serve. We are committed to fostering a welcoming, inclusive, and supportive work culture where everyone can contribute as their best, authentic self.

Learn more

Discover who we are.

Our benefits

As a member of our team, you'll have access to services and benefits that help you get the most out of work - and life. Along with a competitive salary, your total compensation package includes:

• Defined benefit pension plan that provides you with a lifetime monthly pension when you retire
• 3 weeks of vacation in your first year, with regular increases based on years of service
• Extensive health care and dental benefits
• Optional leave and earned-time-off arrangements
• Development opportunities (tuition reimbursement, leadership development, and more)

Learn more: Find out what we offer.

Salary: $38.48 - $48.47 / hourly

Want to apply?

• Applications are welcomed immediately; however, must be received no later than 4:30 p.m. PST on the closing date.
• Please note that we will be starting assessments prior to the closing date.

We encourage all qualified applicants to apply. If you require an accommodation in the assessment process, please email Recruitment Testing Accommodation (SM) when you submit your application.