Investment Analyst

Location: Vancouver

A unique work environment

PBI’s work philosophy is based on open-mindedness and the active involvement of all its associates. In fact, our company encourages growth both on a personal and professional level inside a healthy, respectful learning environment. More specifically, our core values are cooperation, self-sufficiency for teams as well as individuals, dedication towards our clients and our Company, development of skills, confidentiality, efficiency, creativity, thoughtful decision-making, precision and synergy.

Position description

An Investment Analyst performs analysis and calculations for trust funds including:
• Prepare reports on fund and manager investment performance
• Provide assistance to the efficient operation of the investment practice
• Assist with investment manager selections
• Correspond with investment managers and custodians: inquiries, updates, data requests, etc.
• Research traditional and alternative investments
• Prepare economic updates, internal monthly market updates, and quarterly investment manager
• Assist with stochastic and deterministic asset/liability modeling and stress testing


• University/college degree required, preferably in Finance, Commerce, Economics, or related discipline
• Minimum CFA Level 1 completed
• Minimum 2 years of experience in performance measuring, investment manager monitoring, or pension
• Excellent attention to detail and strong organizational skills
• Strong communication skills, both written and oral
• Able to work under multiple deadlines and on several projects simultaneously
• Available to work extra hours during peak times
• Excellent analytical and problem solving skills
• Proficient in Microsoft Excel

Other qualities

• Takes pride in doing good work and can learn from mistakes
• Able to manage priorities and work on several simultaneous projects within strict deadlines
• Strongly dedicated to keeping clients satisfied
• Able to easily adapt in a new work environment
• Is a team player, yet is self-sufficient and shows initiative
• Ability to speak French a plus but not required
• Ability or familiarity with Python, SQL or PowerBI or ability to code in other languages a plus but not required

Terms and conditions of employment

• Permanent position
• 40-hour weekly schedule
• Hybrid Office Environment
• Salary will be based on experience and our internal policy in force
• Enrolment in extended health benefits and company pension plan
• Starting date: June 1 or earlier

Those who would like to apply must send their résumé along with a cover letter to Laura Grant:

By email: laura.grant(at)
Deadline: May 31, 2022