Investment Analyst

Location: Vancouver

PBI Actuarial Consultants Ltd. is currently seeking an Actuarial Analyst to join our Vancouver team.

About us

PBI Actuarial Consultants Ltd. is a pension, benefits and investment consulting firm providing innovative, sound, and cost-effective integrated solutions to fulfill our clients’ pension and benefits needs. We lead investment policy development, implementation, and monitoring for our clients’ trust funds, which range from $20 million to several billion. PBI is an employee-owned Canadian firm, based in Vancouver with offices in Montreal and Toronto. PBI offers competitive compensation and benefits, a bonus program, an assistance program for completion of CFA exams, training and career development. PBI has an open and participative culture that the right candidate will find rewarding and exciting.

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.

Tasks and responsibilities

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 commentaries
  • Assist with stochastic and deterministic asset/liability modeling and stress testing

Qualifications

  • University/college degree required, preferably in Finance, Commerce, Economics, or related discipline
  • CFA Level 1 ideal but not required
  • 1-2 years of pension investment, asset management or other relevant financial sector experience
  • 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 to 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
  • Salary will be based on experience and our internal policy in force
  • Enrolment in extended health benefits and company pension plan
  • Starting date: July 2021 or earlier

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

By email:     laura.grant(at)pbiactuarial.ca

Deadline:  June 25, 2021