Institutional Associate

  • 38197
  • Life - Investments
  • |
  • British Columbia, Canada
  • |
  • Sep 17, 2020
  • |
  • Billingual (English & French)
Bank or Investment Advisor
  • Direct accountability for managing and supporting existing client relationships and participating in new business opportunities.
  • Disseminate Liability Driven Investments expertise within the institutional team and partner with IPMs to develop and implement Liability Driven Investments solutions for existing clients.
  • Further develop and refine the firm’s Liability Driven Investments service offering and value proposition to ensure continuing relevance and competitiveness in the Canadian marketplace.
  • Collaborate with other Associates and Institutional Portfolio Managers to prepare presentations and other forms of client communication including investment driven projects, proposals and client requests.
  • Play a key role in day-to-day support of client mandates including mandate structuring, cash flows, benchmark changes and monitoring portfolio compliance.
  • Compose written market analysis, and create & maintain charts and slides.
  • Assist in creating content and managing production, review and distribution of client reporting.
  • Preparation of mandate specific performance and attribution analysis.
  • Play a growing role in internal/external presentations, as experience and client familiarity develops.
  • Develop and maintain knowledge of portfolio construction process, market conditions and portfolio positioning.
  • University degree. Undergrad actuarial/finance degree an asset.
  • Minimum 8 years of experience working with institutional clients.
  • Excellent communication skills with the ability to convey complex financial concepts to audiences with varying degrees of financial knowledge.
  • Strong analytical, time and project management skills.
  • Passion for markets with skills and attributes that demonstrate potential to develop into a senior member of the team.
  • High attention to detail and passion for excellence in quality of work; willing to go the extra mile to self-check and ensure accuracy, strong problem solver who demonstrates strategic thinking.
  • Strong desire and ability to lead clients by understanding their challenges, and being proactive in developing recommended solutions.
  • Thorough understanding of the fiduciary duties of trustees, and generally of the legal and regulatory environment affecting DB and DC pension plans.
  • Superior PC literacy, superior knowledge of Microsoft Office applications. Ability to utilize and become proficient in use of various tools and systems.
  • Demonstrated ability to structure and write thought leadership papers on technical subject matter in a clear and concise manner.
  • Able to work independently and strong team player, ability to meeting tight timelines under high pressure situations, with the ability to prioritize and multitask.
  • CFA Candidate - currently enrolled or completed CFA.
  • Bilingual French communication an asset.