George & Bell Consulting is currently seeking to fill the position of a full-time Analyst in the Investment Consulting Practice, based in our Vancouver office. This entry-level position will focus on performing calculations in spreadsheets and preparing investment reports for institutional clients, but will also include exposure to asset mix reviews, manager searches and other investment consulting projects, as needed. The successful candidate will have the opportunity to work with, and learn from, our entire team including our Partners and other senior team members.
We are a vibrant, growing firm with our head office in Vancouver. We provide expert advice on pension plans, investments, group benefits, legal cases, and other actuarial matters. Clients enjoy working with us because we partner with them to find creative and practical solutions. People enjoy working at George & Bell Consulting because we aim to help our clients with a common-sense approach. We support our employees with exam progress and provide mentorship, flexibility, and independence.
Qualifications
- Undergraduate degree; preference will be given to candidates with a bachelor’s degree in a relevant discipline (e.g. Finance, Accounting, Economics, Mathematics)
- Ideally 1-3 years of work experience, either in a co-op, contract or permanent capacity; preference will be given to candidates with prior work experience in accounting, administration, financial services and/or investment consulting
- Interest in the investments field and/or obtaining an investment designation (e.g. CFA)
- Strong desire to continually learn in a dynamic team environment and to apply skills and knowledge to solve challenging problems for clients
- Knowledge of Microsoft Excel and formulas
- Strong time management skills, and ability to manage multiple projects and deadlines
- Exceptional attention to detail
- Demonstrated accountability and ownership of their work
- Strong oral and written communication skills including excellent spelling, punctuation and grammar
- Knowledge of pension plans and institutional investing would be considered an asset
Duties
- Monitor client portfolios by performing financial calculations in Microsoft Excel and preparing investment performance reports
- Collect data from clients, custodians, investment managers, record-keepers and insurance companies
- Assist with client projects such as asset mix reviews and investment manager searches
- Research a wide variety of investment topics, particularly as they relate to institutional investors such as foundations, endowments, Indigenous trusts, pension and benefit plans
- Conduct due diligence on investment strategies, and provide a summary of the analysis in written and oral form to stakeholders
- Prepare drafts of emails, letters and memorandums, and finalize them after peer review
- Provide support to client teams as required, both within the Investment Consulting Practice and firm-wide
Please send a cover letter, resume and transcripts (unofficial are acceptable) in PDF form to [email protected]. Please reference “Analyst Position” in the subject of the email.
Applications will be accepted until May 31, 2025.
The salary range is $55,000 to $70,000 per annum.
We thank all candidates for their interest; however, only those selected for interviews will be contacted. For more information on George & Bell Consulting, please visit our website at www.georgeandbell.com.