Job Description

Our client, a rapidly growing and well-established Canadian life insurance company focused on providing annuity solutions, is seeking a talented and motivated Senior Analyst to join their Investments team in Toronto. This is an exciting opportunity to gain broad exposure to all aspects of the investment function within a dynamic and successful organization.

This is a permanent opportunity that requires 100% in-office work in downtown Toronto (Bay Street).

The Opportunity:

Reporting to the Chief Investment Officer, the Senior Analyst will play a key role in supporting the company's investment activities. This position offers the chance to collaborate with various internal teams and contribute to the strategic growth of the organization.

Responsibilities:

• Develop and present comprehensive reports on investment performance and risk, ensuring adherence to investment policies.
• Partner with the investment and risk teams on asset modeling, cashflow analysis, and sensitivity testing.
• Support senior team members in the implementation of the strategic asset allocation plan, monitor investment pipelines, and assist in the execution of private investments.
• Collaborate with the actuarial and finance teams to provide essential investment assumptions for actuarial modeling and business planning processes.
• Liaise effectively with the treasury and operations teams to ensure efficient liquidity management.
• Contribute to the timely production and dissemination of relevant management information regarding investments and risk exposures to management and the board.
• Conduct thorough due diligence on potential new asset classes across both public and private markets.
• Coordinate with Finance and investment managers to address liquidity needs effectively.
• Assist in establishing and maintaining robust processes for the selection, monitoring, and performance evaluation of fund managers, proactively addressing any issues that may arise.
• Monitor risk and management processes related to key balance sheet risks, including interest rate, currency, and inflation.

Required Skills and Experience:

• A minimum of 2 years of relevant experience in investment roles, with exposure to fixed income, derivatives, and alternative assets.
• Strong technical proficiency, including experience with financial projection and ALM models.
• Experience with annuity pricing and knowledge of insurance reporting and regulatory frameworks is considered a significant asset.
• Bachelor’s degree in finance or a quantitative field of study is preferred.
• CFA designation is considered a strong asset.
• Excellent capabilities in MS Excel; familiarity with VBA or Python is preferred.
• Experience with risk and investment management tools such as Bloomberg, Aladdin, or Clearwater is a plus.