Investment Financial Analyst - Financial sector

Investment Portfolio Analyst Location Winnipeg, MB : Job Summary: The Investment Portfolio Analyst provides support regarding the management, reporting, analysis, and risk assessment of Investment activities as it relates to WCB's Accident Fund and Retirement Plan investment portfolios

Monitors performance of investment managers, which includes reviewing reports, actively participating in meetings and investigating performance concerns as required. Reconciles custodian reports to investment manager reports, investigating and resolving any discrepancies. Ensures compliance with policies. Reviews funding requests for all trades and private asset commitments for accuracy; Builds and maintains financial models, spreadsheets and databases as required. Researches, reviews, compiles and prepares reports and agenda items related to investment portfolio performance, compliance, and asset mix for review by the Chief Investment Officer (CIO). Consults with legal department for input and advice. Works collaboratively with the Finance department to ensure proper recording of investments, performance tracking, development of the investment income budget and other related matters. Analyzes and reports on underlying asset class performance and risk. Prepares investment documents for signing by the CIO and Chief Financial Officer (CFO). Conducts investment related research as assigned. Provides investment related information to AWCBC as required. University degree in Finance, Accounting, Economics, Business Administration or a related discipline Actively pursuing the Chartered Financial Analyst (CFA) designation Minimum three (3) years of relevant experience in areas such as investment research, monitoring, or portfolio management Good working knowledge of financial and/or investment terminology Strong written and verbal communication skills Well developed organizational, and planning skills Ability to work independently as well as part of a team Ability to work under pressure in a fast-paced environment Advanced proficiency in the use of a personal computer and software (Word, Excel etc.) in a Windows environment Experience with financial software (eVestment, Bloomberg, etc.) or computer programming language (Python, C++) is considered an asset Other related professional accreditations, such as the Chartered Alternative Investment Analyst (CAIA), Chartered Investment Manager (CIM), etc., are considered assets Ability to communicate proficiently in both official languages (English & French) is an asset, but is not required

Essential Quality Orientation Analysis/ Problem Assessment Technical/Professional Knowledge Client Service Orientation Very Important Planning, Organizing & Follow-Up Interpersonal Communication Important Impact

This position's work from home suitability is rated as High You may be asked to demonstrate your ability through competency based interviewing and/or testing. Your work performance must be satisfactory for your application to be considered. Ability to communicate proficiently in both official languages (English & French) is an asset. A satisfactory criminal record check and verification of education will be required for the successful candidate. The WCB is committed to building a skilled, diverse workforce with equitable representation of Indigenous persons, visible minorities, persons with disabilities, women, 2SLGBTQ+ persons and members of other equity-seeking groups. About WCB: The Workers Compensation Board promotes safety and health in Manitoba workplaces and aims to help prevent and reduce the occurrence of workplace injuries and disease. The WCB is proud to have employee benefits and programs that support financial and personal security, foster health and well-being, encourage involvement and support growth as an individual and member of the WCB community.