Investment Analyst

Eckler Ltd.; Vancouver; Hybrid; CAD 67,000 - 69,000; Full time

Benefits offered by this job

Hybrid work style

Competitive compensation

Indigenous-focused practice

Job summary

Eckler Ltd. in Vancouver is seeking an Investment Analyst to support Indigenous clients across Canada. The role focuses on investment policy, asset liability modelling, portfolio structuring, and performance reporting, with emphasis on customized client insights.

You will join a collaborative team, bringing strong interpersonal skills to manage competing priorities and grow your expertise in the investment consulting field while supporting cultural alignment and reconciliation efforts.

Qualifications

• Undergraduate degree in finance, investment or math focus.
• Strong analytical and Excel proficiency.
• Excellent oral and written communication skills.

Responsibilities

• Prepare monthly and quarterly client performance reports for Indigenous Trusts.
• Perform ad-hoc performance analysis.
• Assist with cashflow and sustainability projections for Indigenous Trusts.
• Contribute to Eckler's Indigenous Business Focus Group and reconciliations plan.
• Industry research and staying informed on industry developments.
• Meet with investment managers and record keepers to assess capabilities.

Skills

Excel proficiency

Financial analysis

Communication skills

Education

Undergraduate degree in finance/investment/math

Tools

Excel

Job description

Salary Range: $67,000.00 To $69,000.00 Annually

We know it's our people who make us great at what we do.

Our growing investment practice is looking for a talented, hardworking Investment Analyst to be based in our Vancouver office, serving Eckler's Indigenous clients across the country. This is a great opportunity to start your journey in investment consulting, while supporting financial stewardship and self-determination in Indigenous communities.

Eckler is committed to supporting Indigenous communities so they can balance financial and operational stability with sustainable growth while preserving values, culture, and their way of life.

Our consultants provide advice to a wide range of Indigenous Trusts, as well as foundations, endowments, pension plans and other institutional investors. The team helps with all aspects of our clients’ investment strategy including investment policy development, asset liability modelling, portfolio structuring (including traditional and alternative assets), plan design, manager and fund line-up selection, monitoring, governance, and compliance. The analyst group is at the heart of the practice, building customized reports and information required by our clients.

We are looking for an individual with strong interpersonal skills who can fit into a tightly knit team and can effectively deal with competing priorities in a busy consulting practice. If you are looking to fine tune your Investment Analyst skills, then this role may be the right fit for you!

Eckler is committed to fostering an inclusive and diverse workplace. We encourage applications from Indigenous peoples, including First Nations, Métis and Inuit candidates.

Role and Responsibilities

• Prepare monthly and quarterly client performance reports with a particular focus on Indigenous Trusts
• Perform ad-hoc performance analysis
• Assist with cashflow and sustainability projections for Indigenous Trusts
• Contribute to Eckler's wider Indigenous Business Focus Group, providing insights on cultural alignment to meet the needs of Indigenous clients
• Assist with the implementation of Eckler's Reconciliation Action Plan
• Industry research and keeping up to date with industry developments
• Develop expertise in the asset management industry, various asset classes, and manager and record keeper assessment
• Meet with investment management organizations to assess their skills and capabilities as well as the appropriateness of their investment strategies for client portfolios
• Meet with and analyze record keepers to assess their skills, capabilities and appropriateness for client retirement programs
• Promote continuous improvement in processes and reporting, proactively identifying opportunities for enhancements
• Passion for investing and for helping Eckler's clients make optimal investment decisions

What we offer

• Collaborative and engaging atmosphere
• Variety in work and ability to evolve and grow your career
• Working with colleagues across Canada and across multiple practice areas
• Opportunities to help grow and evolve our practice
• Competitive total rewards package in terms of salary, bonus and benefits (commensurate with experience level)
• An entrepreneurial, collegial work environment
• Hybrid work style and dress for your day approach (3 days in office minimum)

What you offer

• Undergraduate degree with finance, investment or a math focus
• University co-op / summer work experience within finance/investment industry preferred
• Demonstrated knowledge of Indigenous culture and history
• Enrollment in the CFA program or similar preferred
• Good analytical abilities and Excel proficiency
• Enthusiastic contributor with strong collaboration skills
• Looking to have fun!
• Experience or qualifications in financial risk management
• Excellent oral and written communication skills

Who we are:

At Eckler, we are driven by our purpose to care and to do right by people so that together we can achieve a brighter, more secure future. It's just one of the reasons Eckler has been recognized multiple times as one of Canada's Most Admired Corporate Cultures. Our origins go back to 1927, making us one of Canada's first actuarial practices. Based in Canada and the Caribbean, We're a team of committed and highly skilled professionals consulting in the areas of pension, retirement, financial wellness, investment, group benefits, insurance, change management and communication and technology. Owned and operated by its active Principals, the company has earned a reputation for service continuity and high professional standards. Eckler is a founding member of Abelica Global – an international alliance of independent actuarial and consulting firms operating in over 20 countries.

At Eckler, we value diversity of all types. Our organization is made up of smart, collaborative, and thoughtful people with a wide range of backgrounds, skills, and experiences. We are committed to an inclusive, diverse, and accessible workplace and encourage all interested applicants to submit a cover letter and resume for consideration. 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 [e-mail].

Artificial intelligence (AI) tools may be used during the recruitment process to screen or assess applications. All evaluations involving AI are reviewed by in-house recruiters prior to making any final decisions.

We thank all applicants for their interest, but only those selected for the shortlist will be contacted.