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Career Opportunities

Investment Analyst

George & Bell Consulting is a vibrant, growing firm based in Vancouver, BC. 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 proactive solutions.

We are currently seeking to fill the position of a full-time Investment Analyst in our investment practice which provides investment consulting services to our clients with foundations, endowments, First Nations trusts, pension plan and benefit plans.

Duties

  • Conduct research on a wide variety of investment topics, particularly as they relate to foundations, endowments, First Nations trusts, pension and benefit plans
  • Conduct due diligence on new investment products, strategies and topics, and prepare reports summarizing results
  • Draft and review letters and memos for clients
  • Prepare and review client deliverables, such as investment performance reports, investment manager search reports, and presentations
  • Assist with asset mix reviews and asset-liability studies
  • Gather data from clients, custodians, investment managers, record-keepers and insurance companies
  • Review the work of other team members

Qualifications

  • Bachelor’s degree in Business, Commerce, Mathematics, Finance or a related discipline
  • 0-5 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
  • Demonstrated interest in obtaining an investment designation (e.g. CFA) and/or an actuarial designation (e.g. FCIA)
  • Advanced knowledge of Microsoft Excel (e.g. pivot tables, lookups, macros) and Word
  • Team player who is able to work under minimal supervision
  • Exceptional attention to detail
  • Strong oral and written communication skills
  • Excellent 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

Please send a resumé, transcripts (unofficial are acceptable) and a cover letter describing your job expectations and how you have contributed to the success of other companies or organizations to [email protected]eorgeandbell.com. This posting will be removed once the position is filled.

We thank all candidates for their interest and will contact applicants to advise if they were selected for an interview. No phone calls please.