Investment Analytics Manager

  • 37578
  • Life - Investments
  • |
  • Ontario, Canada
  • |
  • Jun 17, 2020
Insurance
RESPONSIBILITIES
  • Support decision-making on strategic asset allocation and investment strategies with research/analysis and coordination of asset-liability studies.
  • Recommend scope, timelines, assumptions, and key metrics for asset-liability studies.
  • Assess asset and liability models and the suitability of capital market assumptions.
  • Coordinate asset-liability studies, which are typically annually, by strategic investment partners, ensuring deliverables meet expectations.
  • Monitor and assess investment strategies, supporting conclusions with reports from strategic investment partners and supplemental research and analysis as needed.
  • Review analyses/deliverables from strategic investment partners and provide feedback, collecting feedback from senior management as applicable.
  • Develop and implement a due diligence framework to support oversight of externally managed investment strategies.
  • Determine the appropriate scope and frequency of due diligence reviews.
  • Conduct due diligence reviews, evaluate findings, and assess action plans.
  • Develop and maintain documentation.
  • Coordinate activities with, provide feedback to, and support others who oversee strategic investment partners to ensure a holistic approach.
  • Monitor investment performance and the capital markets.
  • Provide ongoing monitoring of assets and investment performance, including review of reports from strategic investment partners.
  • Evaluate asset allocation and investment performance relative to objectives, parameters, benchmarks, and peers, supporting conclusions with reports from strategic investment partners and supplemental research and analysis as needed.
  • Monitor global capital markets and economic trends to support oversight of investments and policy decisions.
  • Prepare information and recommendations to senior management, the Investment Committee, and others.
  • Recommend updates to investment governance and operating documents including Statements of Investment Policies and Procedures.
  • Prepare documents, including memos, reports, and presentations, for senior management, the Investment Committee, and others.
  • Review documents from strategic investment partners for quarterly Investment Committee meetings or other purposes and provide feedback.
  • Review and provide input to corporate reports.
  • Participate in meetings and give presentations as required.
  • Undertake research, analysis, and other activities to support the effective governance and management of company’s investment funds and external services.
  • Research and monitor best practices, as well as applicable legislation/regulation, for institutional investment and pension funds including in connection with asset allocation, investment and risk management policies/strategies, and governance/oversight matters.
  • Maintain the investment-related risk register, collaborating with investment and enterprise risk colleagues to ensure completeness and alignment with corporate standards and best practices.
  • Enhance governance and management of the investment funds and external services by applying best practices and providing advice/recommendations.
  • Participate in procurement activities, contribute to defining service requirements, and review agreements as required for investment-related services.
  • Develop and maintain relevant key process documentation.
  • Contribute to and undertake initiatives/projects as required.
  • Perform other related duties and responsibilities as assigned or required.
QUALIFICATIONS
  • Undergraduate degree from a recognized post-secondary institution, preferably in commerce/finance or economics or similar subjects.
  • Chartered Financial Analyst or Financial Risk Manager or similar financial accreditation.
  • 5 years of related experience with: Asset-liability modelling and management, investment analysis, market and actuarial valuations; Investment policies and risk management; Research and analysis of capital market/economic trends; Oversight and governance of investments and investment managers.
  • 7 years track record of increasing and varied related experience including the topics above.
  • Curious, motivated, takes initiative, and proactively seeks opportunities to add value.
  • Sound judgement and clear reasoning.
  • Strong communication skills including ability to persuade/influence and to communicate technical matters to a variety of audiences.
  • Ability to work independently and to build effective working relationships with others.
  • Attention to accuracy and detail and ability to produce high-quality work under pressure.
  • Exemplifies company’s values.