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Career Opportunities

Investment Analyst

George & Bell Consulting is currently seeking to fill the position of a full-time Investment Analyst. 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.

We are a vibrant, growing firm based 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 in a relevant discipline; preference will be given to candidates with a bachelor’s degree in a relevant discipline (e.g. Finance, Accounting, Economics, Mathematics)
  • 1-5 years of work experience, either in a co-op or full-time capacity; preference will be given to candidates with prior work experience in the consulting, investment, or financial services industries
  • Interest in the investments field and/or obtaining an investment designation (e.g. CFA)
  • Advanced knowledge of Microsoft Excel (e.g. pivot tables, lookups, macros)
  • Self-starter who can work under minimal supervision and can take ownership of their work
  • Strong time management skills and ability to manage multiple projects and deadlines
  • Exceptional attention to detail
  • Strong oral and written communication skills including excellent spelling, punctuation and grammar
  • Strong desire to continually learn in a dynamic team environment and to apply skills and knowledge to solve challenging problems for clients
  • Knowledge of pension plans and institutional investing would be considered an asset

Duties

  • 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 new investment products, strategies and topics, and provide a summary of the analysis in written and oral form to stakeholders
  • Monitor client portfolios by performing financial calculations in Microsoft Excel and preparing investment performance reports
  • Draft and review letters and memos for clients
  • Prepare, assist with, and review other client deliverables, such as investment manager search reports, presentations, and asset mix reviews
  • Collect data from clients, custodians, investment managers, record-keepers and insurance companies as required and promptly
  • 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 “Investment Analyst Position” in the subject of the email. Only applications submitted via email will be reviewed.

Applications will be accepted until June 28, 2022.

We thank all candidates for their interest; however, only those selected for interviews will be contacted.

Co-op/Contract Analyst

We are always looking for talented individuals to join our team in a co-op/contract analyst position. The successful candidate will have the opportunity to work with, and learn from, our pension, benefits, and investment teams.

Qualifications

  • Enrolled in, or completed, a Bachelor’s degree program in Mathematics, Actuarial Science, Finance, Statistics, Commerce, or a related discipline
  • Demonstrated interest in obtaining an actuarial designation (ACIA or FCIA) or a CFA designation
  • Proficiency with Microsoft Excel and Word
  • Knowledge of databases and programming skills considered an asset
  • Team player who is able to work under minimal supervision
  • Exceptional attention to detail
  • Strong oral and written communication skills including spelling, punctuation, and grammar
  • Strong desire to continually learn in a dynamic work environment and to apply skills and knowledge to solve challenging problems for clients
  • Knowledge of pension plans, group benefit plans, or institutional investing would be considered an asset

Duties

  • Conduct research on a variety of actuarial topics related to pension and benefit plans
  • Prepare actuarial valuation analyses for pension and benefit plans
  • Draft letters and memos for clients
  • Prepare client deliverables such as actuarial valuation reports and presentations
  • Assist with benefit calculations, annual statements, and any other relevant documents to ensure compliance with plan policies and applicable legislation
  • Assist with asset mix reviews and asset-liability studies, including cash flow projections
  • Gather data from clients, investment managers, record-keepers, and insurance companies
  • Prepare project plans for team members’ review
  • Prepare investment monitoring reports for institutional clients
  • Assist with ad-hoc investment projects

Please send a cover letter, resume and transcripts (unofficial are acceptable) to [email protected] or apply through your co-op program. Applications will be reviewed each February, June, and October.

We thank all candidates for their interest; however, only those selected for interviews will be contacted. No phone calls please.