Investment Analyst

About TELUS Health

TELUS Health is focused on helping people achieve better health across physical, mental, and financial dimensions. The organization uses technology and a people-centered approach to improve outcomes for consumers, patients, healthcare professionals, employers, and employees.

Team Overview

The Retirement Consulting practice brings more than 60 years of experience across pension and savings consulting, actuarial services, compensation, and financial well-being support. The team works to strengthen the financial wellbeing of individuals and the resilience of employers and fiduciaries, and serves over five million pension plan participants in Canada.

Candidates from anywhere in Canada are encouraged to apply. The role can be supported remotely, and applicants near one of the office locations may choose a hybrid arrangement. Office locations mentioned include Vancouver, Calgary, Toronto, Fredericton, and Halifax.

Role Summary

As an Investment Analyst, you will support investment management work for pension funds, endowments, foundations, and other institutional portfolios. The role involves research, financial modeling, portfolio monitoring, and analysis that helps shape investment recommendations and supports client objectives.

Key Responsibilities

You will contribute to investment research and manager review activities, help maintain internal databases, and support the preparation of client-facing performance materials. You will also work with investment data, assess portfolio characteristics, and assist in communicating findings accurately and on time.

What You Will Do

• Support investment research, including manager searches, ongoing monitoring, documentation, and upkeep of internal databases.
• Help prepare investment performance reports for clients with guidance from senior team members.
• Collect qualitative and quantitative inputs from external managers, custodians, and other data sources.
• Compute performance metrics, build and edit charts and tables, and help draft performance commentary, emails, and letters.
• Review portfolio features, return drivers, investment style, and mandate compliance on a quarterly basis.
• Gather, validate, interpret, and analyze data needed for quarterly reporting and help ensure timely client communication.
• Suggest practical solutions to issues related to timeliness, effectiveness, quality, and client service.
• Provide research and technical assistance for the ongoing development of the investment manager database.
• Draft ad hoc reports and memos for internal and external stakeholders.
• Follow quality control standards and service expectations across projects.
• Build strong working relationships with clients, investment managers, and other partners through calls and office visits when needed.
• Attend internal training sessions to strengthen knowledge of market topics and industry trends.

Requirements

• Strong numerical and technical capability.
• High level of accuracy and attention to detail.
• Client-oriented mindset with professional judgment and conduct.
• Solid communication, presentation, and project management skills.
• Ability to work well under pressure and meet tight deadlines.
• Strong organization skills, independence, and initiative.
• Above-average proficiency with Microsoft Word, PowerPoint, and Excel.
• Comfort using a range of Excel-based investment tools.
• Genuine interest in investments, paired with an analytical mindset and curiosity to understand the drivers behind the numbers.
• Bachelor’s degree in business, finance, economics, or a related field with investment coursework.

Preferred Qualifications

• Completion of CFA Level 1 is an asset.

Compensation and Benefits

The posted salary range is CAD 60,000 to CAD 75,000 per year. Final compensation will depend on knowledge, skills, performance, and experience. The organization is open to discussing a competitive package based on your background.

Benefits may include a strong total rewards package, competitive salary and bonus potential, at least 3 weeks of vacation, flexible benefits for you and your family, the option to work in-office, virtually, or in a blended setup, a company-matched pension, community involvement opportunities, and learning and career development support.

Other Information

This opening is for an active vacancy. The organization promotes an inclusive workplace and equitable hiring practices, and accommodations are available for applicants with disabilities during recruitment. Where English is required for Quebec-based candidates, it is due to regular interaction in English with internal or external parties or the use of English-language applications or software. As part of employment, some team members may be subject to Personnel Security Screening through the Government of Canada if their duties involve data center access or detailed knowledge of technology related to client service delivery. Information submitted with the application may be shared with the talent acquisition team and relevant hiring leaders involved in the selection process.

About the Culture

The team describes itself as collaborative, customer-focused, and purpose-driven, with an emphasis on innovation, solving complex problems, and creating meaningful outcomes in a digital environment.