Investment Analyst (Vancouver)

About the Employer
Not Mentioned

Job Description

  • Conduct research on a wide variety of investment topics, particularly as they relate to foundations, endowments, First Nations trusts, pension and benefit plans
  • Conduct due diligence on new investment products, strategies and topics, and prepare reports summarizing results
  • Draft and review letters and memos for clients
  • Prepare and review client deliverables, such as investment performance reports, investment manager search reports, and presentations
  • Assist with asset mix reviews and asset-liability studies
  • Gather data from clients, custodians, investment managers, record-keepers and insurance companies
  • Review the work of other team members