Investment Operations Analyst
Vancouver, BC, CA, V6B 0M3 Toronto, ON, CA
Join our team
The TELUS Pension Investments team is a high performing and collaborative team that is responsible for the investment of pension plan assets and overall financial management of the TELUS Pension Plans. As trusted finance partners, we deliver value through the development and execution of investment and risk management strategies for a broad range of assets.
Here’s the impact you’ll make and what we’ll accomplish together
As the Investment Operations Analyst, based in Vancouver, you will make a positive contribution through the execution and reporting of investment transactions and records. Each day, this multi-faceted opportunity will keep you on your toes with value-add investment reporting, administration and analysis.
Here’s how
Investment Administration:
- Facilitate the trading and accounting of portfolio transactions of the equity derivatives portfolios and mortgage financing portfolios
- Facilitate the governance and internal controls processes with reconciliations of the various investment portfolios
- Investigate with external and internal stakeholders including investment managers, auditors, and custodians to ensure accuracy in the recording of investment transactions and assets
- Respond to ad hoc queries on investment transactions, accounting and fees
- Prepare monthly, quarterly and annual investment reporting for the various stakeholders
- Assist with special projects as needed
Investment Management & Analysis:
- Assist with analytics and monitoring of the various investment portfolios in the Defined Benefit and Defined Contribution pension plans
- Ensure investments are compliant with investment guidelines
You’re the missing piece of the puzzle
With:
- Solid written and verbal communication skills to successfully communicate with external and internal stakeholders
- Attention to detail with a commitment to quality
- Excellent organizational and problem solving skills with the ability to set objectives and goals, prioritize multiple activities, and anticipate roadblocks
- Interest in learning and improving processes for operational efficiencies
- Proficiency in Microsoft Excel (spreadsheets), Word, and PowerPoint
- An undergraduate degree in Business, Finance, Economics, Accounting or related discipline
- Interest in investment management and at least 2 years of relevant experience is an asset
Great-to-haves
- Working towards or completion of a professional designation (CFA, CPA)
- Understanding of investment analysis and valuation
- Experience in investment accounting and governance practices
- Experience in investment transaction processing
- Familiarity with Bloomberg and other financial information systems
#LI-REMOTE