Investment Analyst

Ellement Consulting Group; Winnipeg; On-site; CAD 60,000 - 90,000; Full time

Job summary

Ellement Consulting Group in Winnipeg is seeking an Investment Analyst to support actuarial, investment, and analytical functions for pension plans and investment portfolios. The role involves complex calculations, data analysis, programming models, and report preparation to inform strategic decisions.

You will work with actuaries, consultants, investment professionals, and pension administrators to provide valuable insights.

Qualifications

• Strong analytical ability and attention to detail.
• Proficient in Excel and MS Office.
• Clear written and verbal communication.
• Willingness to work autonomously and in a team.
• Background in actuarial or investments is advantageous.

Responsibilities

• Perform investment data reconciliation and reporting for clients.
• Produce Monthly and Quarterly Risk, Investment and Compliance reports.
• Quality control on monthly custodial reports.
• Collaborate with consultants and investment team on engagements.
• Interpret quantitative data for the consultant and stakeholders.
• Review past investment decisions and reasoning used.

Skills

Analytical skills

Excel proficiency

Communication skills

Attention to detail

Teamwork

Data interpretation

Education

Actuarial/Math degree

Job description

Company Overview

Ellement Consulting Group (Ellement) is a privately-owned actuarial consulting firm established in 1996. We provide actuarial, administration, software programming, and consulting solutions for pension, benefits, and investment programs for individuals, corporations, unions, associations, and governments across Canada.

At Ellement, we empower our clients with informed choices and expert advice. Our mission centers on delivering purposeful, accessible experiences that prioritize customer obsession and operational excellence. We are committed to integrity, strategic foresight, and fostering symbiotic partnerships where challenges are met with collective brilliance and innovative solutions.

Our approach is straightforward and client-centric, ensuring that every interaction is clear, helpful, and devoid of unnecessary jargon. Confident and authentic, we strive to be more than consultants—we are reliable partners in our clients' success.

Position Summary

We are seeking a detail-oriented and analytical Investment Analyst to join our team. The ideal candidate will play a key role in supporting the actuarial, investment, and analytical functions related to pension plans, investment portfolios, retirement products, and other related services. This position involves performing complex calculations, analyzing data, programming models, and assisting in the preparation of reports that inform strategic decision-making. You will work collaboratively with a team of actuaries, consultants, investment professionals, and pension administrators to provide valuable information and insights for our clients.

Location

This is a full-time, on-site position based in our Winnipeg office.

Key Responsibilities

• Investment Reconciliation
  • Reconciliation of custodian and investment manager data.
  • Produce and review both Monthly Reports and Quarterly Risk, Investment and Compliance Reports.
  • Quality control on monthly custodial reports.
  • Quarterly communication with current and prospective investment managers.
  • Respond to inquiries from clients and investment managers regarding data and interpretation of analytical results.
  • Interpret and communicate quantitative and qualitive data to the consultant.
  • Look back at previous investment decisions and the thought process of making the investment decision
• Collaboration
  • Work closely with consultants, investment team members, and other departments to support client engagements and strategic initiatives.
  • Collaborate on special projects as directed.

Qualifications and Attributes

• Education:
  • College diploma or bachelor’s degree in Actuarial Science, Mathematics, Statistics, or a related field (accounting, investments, business administration)
• Experience:
  • Previous experience in an actuarial or investments role, particularly in the retirement or pension sector, is advantageous but not required.
  • Internships or coursework related to actuarial science, pension plans, or financial analysis will be considered.
• Certifications:
  • Progress toward actuarial certification (Society of Actuaries and Canadian Institute of Actuaries) with 2+ exams passed or working towards CFA designation is preferred.
• Skills:
  • Strong analytical and problem-solving skills with a keen attention to detail.
  • Proficient in Excel and other Microsoft software programs.
  • Professional and highly organized.
  • Demonstrate excellent communication skills, both written and verbal.
  • Respects confidential and highly sensitive, critical information.
  • Is effective at working autonomously and can work collaboratively in a team-oriented environment.
  • Ability to operate proprietary and external software.
• Successful completion of a cleared criminal background check is required.