• British Columbia
  • Vancouver

Website PBI Actuarial Consultants

Investment Analyst – PBI Actuarial Consultants

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

If you apply to this post because you saw it here, please mention that you saw the notice at the CALM Job Board on your cover letter.

To apply for this job email your details to laura.grant@pbiactuarial.ca