Dc Analyst, Consulting - Toronto, Canada - LifeWorks

LifeWorks
LifeWorks
Verified Company
Toronto, Canada

3 weeks ago

Sophia Lee

Posted by:

Sophia Lee

beBee Recruiter


Description

TELUS Santé et LifeWorks se sont récemment associés pour tirer parti de la puissance de la technologie et de nos cultures bienveillantes afin de faire progresser notre objectif commun de bâtir un meilleur avenir plus sain pour tous.

En tant que chef de file mondial des services de santé et de bien-être - englobant la santé physique, mentale et financière - TELUS Santé améliore les résultats en matière de santé pour les consommateurs, les patients, les professionnels de la santé, les employeurs et les employés.


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


Là où la loi le permet, les employés doivent être entièrement vaccinés pour accéder à un bureau de TELUS Santé ou de LifeWorks, ou aux locaux des clients.


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