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Sap analyst • winnipeg mb
Investment Analyst
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Ellement ConsultingWinnipeg, MB, CA- Full-time
- Quick Apply
Investment / Actuarial Analyst
Company Overview
Ellement Consulting Group (Ellement) is a privately-owned actuarial consulting firm established in 1996. We provide actuarial, administration, software programming, and consulting solutions for pension, benefits, and investment programs for individuals, corporations, unions, associations, and governments across Canada.
At Ellement, we empower our clients with informed choices and expert advice. Our mission centers on delivering purposeful, accessible experiences that prioritize customer obsession and operational excellence. We are committed to integrity, strategic foresight, and fostering symbiotic partnerships where challenges are met with collective brilliance and innovative solutions.
Our approach is straightforward and client-centric, ensuring that every interaction is clear, helpful, and devoid of unnecessary jargon. Confident and authentic, we strive to be more than consultants—we are reliable partners in our clients' success.
Position Summary
We are seeking a detail-oriented and analytical Investment / Actuarial Analyst to join our team. The ideal candidate will play a key role in supporting the actuarial and analytical functions related to pension plans, investment portfolios, retirement products, and other related services. This position involves performing complex calculations, analyzing data, programming models, and assisting in the preparation of reports that inform strategic decision-making. You will work collaboratively with a team of actuaries, consultants, investment professionals, and pension administrators to provide valuable information and insights for our clients.
Key Responsibilities
Investment Reconciliation :
- Reconciliation of custodian and investment manager data.
- Produce and review both Monthly Reports and Quarterly Risk, Investment and Compliance Reports.
- Quality control on monthly custodial reports.
- Quarterly communication with current and prospective investment managers.
- Respond to inquiries from clients and investment managers regarding data and interpretation of analytical results.
- Interpret and communicate quantitative and qualitive data to the consultant.
- Look back at previous investment decisions and the thought process of making the investment decision
Collaboration :
Qualifications and Attributes
Education :
College diploma or bachelor’s degree in Actuarial Science, Mathematics, Statistics, or a related field (accounting, investments, business administration)
Experience :
Certifications :
Progress toward actuarial certification (Society of Actuaries and Canadian Institute of Actuaries) with 2+ exams passed or working towards CFA designation is preferred.
Skills :
Successful completion of a cleared criminal background check is required.
Benefits
At Ellement, we’re all about investing in our business, and our biggest investment is our people!
We’re committed to our employees growth and well-being, offering ongoing education, training, and all the support you need to thrive. We offer a comprehensive benefits package, along with a positive, team-oriented work environment.
Join our vibrant and dynamic team today!