Investment Analyst

Job Summary:

Oversees corporate cash management, credit administration, and investment portfolio analysis. Monitors investment performance and acts as the primary point of contact for Investment Managers and Consultants. Assist senior staff with preparing materials and reports for senior management and the Board of Directors. Research economic trends and investment opportunities. Provides financial planning and analysis in the conduct of daily treasury activities.

Duties & Responsibilities:

Investment Management

1. Analyze investment manager performance data and provide management and board with recommendations regarding investment portfolio.
2. Build and maintain strong relationships with investment managers, consultants and custodian.
3. Assist in the monitoring of WCB’s external investment managers by compiling and analyzing quantitative and qualitative investment manager performance data.
4. Foster an environment of focused and proactive management of market risk exposures by developing and maintaining models to evaluate and provide insight on asset allocations.
5. Assists with the annual review of the Statement of Investment Policies and Goals and recommends appropriate revisions.
6. Assists with compliance reporting to senior management and Board of Directors.
7. Provide assessments on the market risk related to the balance sheet.

Cash Management, Banking & Insurance

1. Build and maintain strong relationships with commercial banking partners.
2. Monitors and reports on cash management operations including cash forecasting and management of current accounts.
3. Confer with bank personnel to fund transfers to and from the line-of-credit, investment portfolio and/or other company bank accounts as directed.
4. Works with internal and external stakeholders with respect to corporate insurance requests, responds to questions about insurance requirements, reviews and analyses insurance products and assists in insurance renewals.

Qualifications:

Post secondary degree in Business Administration/Commerce or equivalent AND a finance designation (CFA or equivalent designation).   Candidates will not be shortlisted without the finance designation.

Over four years’ experience in accounting/finance demonstrating the following abilities: 

• Strong understanding of investment concepts, financial markets and portfolio management.
• Knowledge of banking.
• Knowledge of on-line accounting software such as Oracle Financials.
• Strong knowledge of Excel.
• Ability to make decisions and work independently with minimum supervision.
• Good written and oral communication skills.