Investment Analyst - Cambridge, Canada - Gore Mutual Insurance

Gore Mutual Insurance

Verified Company

Cambridge, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Dual reporting to the Director, Finance Strategy & Transformation and to the Director of Investments, the Investment Analyst will be actively involved in supporting all aspects of the investment, reporting, on-boarding and funding process including performance monitoring and risk management across our Corporate, Pension and Foundation mandates.

In addition, the Analyst will provide ad-hoc support with research and due diligence for prospective investment opportunities.

We are on a new path called NEXT HORIZON
The insurance industry is changing at an exponential pace, driven by changing customer experience, climate change and technology.

In response Gore Mutual is making bold moves to reposition our company as a purpose driven, digitally led national insurer.

Next Horizon is our 10-year vision and strategy that sets a new path for our company.

_ Come and make your mark on our Next Horizon_

What will you do?

Conduct daily, monthly, quarterly performance calculations and reconciliations
Act as primary liaison with our custodian and various investment managers regarding the completeness and accuracy of custodial performance and risk records
Maintain internal databases and reports and assist with the accuracy, development, and enhancement of thirdparty performance and risk systems
Support senior team members in monitoring external investment managers and reviewing reports
Review and confirm investment manager compliance within their respective mandates and constraints
Monitor industry trends and evaluations across public and private asset classes, conduct special research projects as needed
Monitor the company's cash management to ensure liquidity is maintained for capital calls, plan expenses, and benefit payments
Contribute to progressing due diligence work streams and onboarding of new managers (including administrative, operational, and legal documentation).
Adhoc projects and various initiatives as required

What will you need to succeed?

Required min. 1 3 years' investment performance monitoring and reporting experience
Required min. 13 years' experience with treasury management & reconciling investment accounts
CFA or CAIA, completed or working towards, preferred
Postsecondary education in Business, Finance, Mathematics or Economics is required
You are passionate for investments, you have a high level of attention to detail, you are analytical and have the ability to work independently to complete tasks with specific deadlines.#LI-Hybrid