Dc Analyst, Consulting - Toronto, Canada - LifeWorks

LifeWorks

Verified Company

Toronto, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

TELUS Health and LifeWorks have recently come together to leverage the power of technology and our caring cultures to further progress our shared goal of building a healthier and friendlier future for all.

As a global-leading health and well-being provider - encompassing physical, mental and financial health - TELUS Health is improving health outcomes for consumers, patients, healthcare professionals, employers and employees.

Responsibilities:

Liaise with internal colleagues and external service providers as needed to support client deliverables or obtain necessary information
Support with all types of analysis related to services provided which include member behaviour assessments, vendor searches, investment fund lineup reviews, investment performance monitoring, manager searches, plan designs, benchmarking assessments, and governance assessments
Review data, conduct analyses and prepare investment monitoring reports including relevant capital market or manager commentaries
Support in the maintenance of proprietary databases and creation of database as directed
Support on any national or internal initiatives as needed and participate in national team meetings
Takes direction from, and supports DC Consulting team
Support with client billings and tracking profit/loss metrics
Attend internal training sessions to build knowledge of industry topics and trends
Assist with special projects, as required

Requirements:

University degree in (Finance, Business Administration, Mathematics, Statistics, Actuarial Science)
Prior knowledge of CAP or DC plans, investments, applicable legislation and best practices is an asset
Relevant experience with DC pension plans or savings arrangements is desired
A keen desire to pursue or is working towards the CFA designation is a plus.
Appetite for learning and professional development to expand skills
Must be able to work independently or with mínimal supervision but be a team player and take direction from the senior team
Excellent problemsolving and analytical skills, along with a strong professional acumen and the desire to take the initiative in helping clients find solutions.
Exceptional time management and organizational skills with the ability to manage multiple competing assignments
Dedicated team player with strong work ethic, who demonstrates initiative and independence
An excellent understanding of software, particularly MS Word, Excel, and PowerPoint
Bilingualism (French/English is an asset

LI-RD1

Where permitted by law, company employees must be fully immunized to access a TELUS Health or LifeWorks office or customer premises.