Investment Analyst
Desjardins
full-time
Posted on:
Location Type: Hybrid
Location: Montreal • Canada
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About the role
- Help produce and update analysis, performance measurement and compliance reports as well as legal and operational documents related to the funds offered on the investment platform.
- Prepare investment reviews for our clients’ retirement or investment committees.
- Help provide investment-related support to our clients, business partners and other internal business lines. This includes answering questions received through a shared inbox.
- Help advance and develop various business line projects involving the investment team, including initiatives to enhance the team’s operational efficiency.
Requirements
- Bachelor’s degree in actuarial science, finance or a related field
- A minimum of two years of relevant experience
- Experience or interest in working with institutional clients
- CFA or FSA/FCIA designation (completed or in progress)
- Knowledge of French is required for positions in Quebec
- Advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients
- Expert proficiency in Microsoft Office, mainly Excel
Benefits
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
performance measurementcompliance reportinginvestment analysisoperational efficiencyfinancial analysisinvestment reviewsclient support
Soft skills
communicationinterpersonal skillsorganizational skills
Certifications
CFAFSAFCIA