Portfolio analyst Jobs in Victoria, BC

Closing Date : March 10, 2025

WHO YOU WILL WORK WITH

The Public Markets group manages a portfolio of fixed income, equity and absolute return investments representing approximately $147 billion utilizing both index and active management strategies. The group invests in Canada, the U.S. and internationally in both the developed and emerging markets. Assets are managed using both internal management and external managers. The group uses a diverse mix of financial instruments including bonds, equities, and derivatives. In addition, the group is a leader in responsible investing, actively integrating environmental, social, and governance factors into our investment analysis and decision-making.

THE OPPORTUNITY

The Analyst, Partnership Portfolio, based in our Victoria, British Columbia office, plays a crucial role in supporting the management of BCI’s absolute return mandates, co-investments, and direct deals. Reporting to the Managing Director, Partnership Portfolio, the Analyst will be responsible for conducting in-depth quantitative and qualitative analysis, preparing detailed reports, and collaborating with various internal teams to ensure the successful execution of investment strategies. This role requires a strong analytical mindset, excellent communication skills, and the ability to work effectively in a dynamic, fast-paced environment.

WHAT YOU BRING

Must have :

A relevant university degree (e.g., Finance, Math, Statistics, Economics, Engineering) or equivalent work experience, ideally supplemented by enrolment in the CFA program

One to three years of experience in a financial organization, preferably at an institutional asset manager, with a proven track record of success

Strong quantitative and statistical analytical skills, with the ability to interpret complex data and provide actionable insights

Advanced expertise in Excel, including financial modeling, task automation, and programming

Exceptional writing and editing skills, with meticulous attention to detail and the ability to produce high-quality reports and presentations

Strong intellectual curiosity and a passion for working across a breadth of asset types

A proactive, can-do attitude, with the ability to support various operational, monitoring, reporting, and investment-related tasks

Excellent interpersonal and communication skills, with the ability to collaborate effectively with senior investment professionals in a dynamic, performance-driven environment

WHAT YOU GET TO DO

Develops and maintains advanced Excel workbooks to streamline and automate complex workflows, ensuring data accuracy and efficiency

Conducts comprehensive quantitative and statistical analysis of individual external managers and overall investment pools, identifying trends and providing actionable insights

Prepares detailed written reports and presentations for senior managers and clients, highlighting portfolio performance, investment strategies, and market conditions for equity portfolio mandates and absolute return investments

Actively monitors current investments by participating in meetings, taking detailed notes, and producing thorough reports to inform decision-making processes

Creates sophisticated financial models to evaluate investment recommendations, assess risk, and support strategic planning

Collaborates closely with cross-functional teams, including legal, risk, performance, investment operations, and client relations, to ensure alignment and achieve the Partnership Portfolio team's objectives

Supports various portfolio / team initiatives and projects, contributing to the continuous improvement of processes and outcomes

Responds promptly to requests from direct supervisors and other department members, providing research and assistance as needed to support the team's goals

WHERE YOU WILL WORK

Work from our downtown Victoria office.

SALARY RANGE

BCI offers a competitive total rewards package which includes a performance-based incentive plan, comprehensive health & dental benefits, a defined benefit pension plan and paid time off.

The annualized base salary range for this Victoria-based role is CAD $77,000 - $93,000.

The base salary offered to the successful candidate will consider a wide array of factors including but not limited to the individual’s skill set, level of experience applicable to the role they are being offered and consideration to internal equity.

We pay our people competitively in the markets in which we compete for talent and with consideration to internal equity and job structure. We aim for actual pay to be around the median of the market for target or expected levels of performance, and around the upper quartile of the market for excellent performance.

Actual salaries may vary and may be above or below the range based on various factors, including, but not limited to, experience and expertise.

WHY APPLY TO JOIN BCI

With our values as our anchor, it’s our people that help shape employee-focused initiatives and who create the environment we work in each day – all of which further strengthens our culture. BCI has been recognized as one of – for the sixth consecutive year - and has built programs and benefits to support all our employees, including;

Extended health and dental coverage, start on your first day of work. We have you covered!

Our telehealth provider connects you and your family to virtual healthcare appointments.

Eligibility to the defined benefit providing you with a secure retirement income.

Time off includes : 20 days vacation , 6 paid sick days,6 paid personal days, and 2 paid days for volunteering – to support physical, mental, and community health.

Four days in office, with the option to work from home once a week, promoting both a collaborative work culture and a healthy work-life balance.

Annual wellness allowance to support an active lifestyle as well as physical well-being when working at home.

On-going learning through our in-house mentoring program, professional dues support,and online and in-house learning.

Relocation support is available if a move to one of BCI’s locations is required.

Invested in your learning : BCI investment professionals lead a monthly Investment Club to share industry knowledge with employees who work in other departments.