Senior Analyst, Investments, Finance

University of Calgary

We wish to take this chance to acknowledge the standard territories of the folks of the Treaty 7 area in Southern Alberta. The Metropolis of Calgary can also be house to Métis Nation of Alberta, Districts 5 and 6.

Place Overview

The Division of Treasury and Investments within the College of Finance is presently in search of a Full-time Short-term Aid Senior Analyst, Investments for roughly 18 months.

This place studies to the Portfolio Supervisor, Investments. This place is accountable for monitoring and verifying funding reporting and efficiency of the College’s funding managers and custodians, in addition to altering market circumstances and impacts to the efficiency and dangers associated to the College’s investments.

Place Description

Abstract of Key Duties:

  • Ongoing monitoring of present funding supervisor efficiency
    • Evaluate of quarterly funding supervisor reporting
    • Organize and lead replace calls with funding managers and/or consultants
    • Establish and advise of any materials information or points to senior administration
  • Oversee and handle monitoring of all funding information from custodial and funding supervisor statements by Funding Analysts into portfolio administration software program and different databases
  • Handle operational administration of funding subscriptions, redemptions, capital calls, bills, funding documentation, contact upkeep, and so forth.
  • Handle preparation and submission of month-to-month and quarterly funding studies to senior administration and the Funding Committee
  • Preserve present data on market and financial occasions and forecasts
  • Conduct analyses and put together advert hoc studies on issues akin to asset combine, portfolio administration, funding methods, supervisor efficiency, and market and coverage analysis (e.g. ESG).
  • Due diligence of latest private and non-private funding managers
    • Meet and handle relationships with new funding managers, placement brokers or consultants
    • Assess potential of a brand new supervisor or funding technique and whether or not to advocate to senior administration for extra in-depth consideration
    • Liaise and handle exterior companies suppliers on additional due diligence (akin to authorized and tax) as required
  • Present path, steering, and growth to different funding employees
  • Work with and keep collaborative communications with different Finance or College departments.

{Qualifications} / Necessities:

  • Skilled finance designation (CFA, CAIA, and so forth.) with a college diploma in Finance, Economics or equal mixture of schooling and expertise
  • Work expertise within the funding trade (5+ years)
  • Robust understanding of monetary markets and asset courses because it pertains to efficiency, threat, and correlation traits
  • Robust analytical and important considering expertise with an consideration to element and a excessive degree of accuracy
  • Mental curiosity, a willingness to study and respectfully query the established order is necessary for achievement
  • Robust sense of initiative and integrity to work efficient each independently and collaboratively with a workforce of robust personalities
  • Supervisory expertise and the confirmed capability to handle small groups and supply path and management to employees
  • Wonderful interpersonal, communication, and organizational expertise
  • Superior data of Microsoft Workplace purposes and professional consumer of Excel
  • Earlier expertise with market information programs and suppliers can be an asset
  • Earlier expertise in an instructional or public sector surroundings can be an asset

Utility Deadline: November 22, 2023

We wish to thank all candidates prematurely for submitting their resumes. Please observe, solely these candidates chosen to proceed on by means of the choice course of shall be contacted.

Extra Data

This place is assessed within the Skilled Profession Band, Stage 3 of the Administration and Skilled Employees Profession Framework. 

To search out out extra about administration and employees alternatives on the College of Calgary and all we have now to supply, view our Administration and Employees Careers web site .

The College strongly recommends all school and employees are totally vaccinated in opposition to COVID-19.

In regards to the College of Calgary

UCalgary is Canada’s entrepreneurial college, positioned in Canada’s most enterprising metropolis. It’s a prime analysis college and one of many highest-ranked universities of its age. Based in 1966, its 36,000 college students expertise an modern studying surroundings, made wealthy by analysis, hands-on experiences and entrepreneurial considering. It’s Canada’s chief within the creation of start-ups . Begin one thing at this time on the College of Calgary. For extra data, go to .

The College of Calgary has launched an institution-wide Indigenous Technique committing to making a wealthy, vibrant, and culturally competent campus that welcomes and helps Indigenous Peoples, encourages Indigenous group partnerships, is inclusive of Indigenous views in all that we do.

As an equitable and inclusive employer, the College of Calgary acknowledges {that a} various employees/school advantages and enriches the work, studying and analysis experiences of your complete campus and higher group. We’re dedicated to eradicating limitations which have been traditionally encountered by some folks in our society. We attempt to recruit people who will additional improve our variety and can assist their educational {and professional} success whereas they’re right here. Specifically, we encourage members of the designated teams (ladies, Indigenous peoples, individuals with disabilities, members of seen/racialized minorities, and various sexual orientation and gender identities) to use. To make sure a good and equitable evaluation, we provide lodging at any stage through the recruitment course of to candidates with disabilities. Questions relating to [diversity] EDI at UCalgary may be despatched to the Workplace of Fairness, Variety and Inclusion ([email protected] ) and requests for lodging may be despatched to Human Assets ([email protected] ).

Do you have got most however not all of the {qualifications}? Analysis present that ladies, racialized and visual minorities , and individuals with disabilities are much less more likely to apply for jobs until they meet each single qualification. At UCalgary we’re dedicated to reaching equitable, various, inclusive and accessible employment practices and workplaces and encourage you to use when you imagine you’re proper for this position. 

We encourage all certified candidates to use, nevertheless choice shall be given to Canadian residents and everlasting residents of Canada.

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