Investment Analyst
Wawanesa
Winnipeg, MB
Wawanesa Mutual Insurance is one of the largest property and casualty insurers in Canada with $3 billion in annual revenues and assets of more than $9 billion. Wawanesa Mutual, founded in 1896 with executive offices in Winnipeg, is the parent company of Wawanesa General, which offers property and casualty insurance in California and Oregon, and Wawanesa Life, which distributes life insurance products and services throughout Canada. With over 3,500 employees, Wawanesa proudly serves over two million policyholders through nine regional offices and 41 service offices in Canada and the United States. Wawanesa actively gives back to organizations that strengthen communities where it operates, donating well above internationally recognized benchmarks for excellence in corporate philanthropy.

We are currently looking for dedicated , driven , and enthusiastic individuals who thrive in an environment that welcomes change and are looking for an opportunity for diverse experience, advancement on a growing team.

Job Overview

The Investment Analyst is responsible for researching strategic investment alternatives, contributing to external investment manager selection, due diligence and performance monitoring, and preparing reports for investment decision makers.

The ideal candidate will be relied upon to assess opportunities and deliver recommendations that will have a significant impact on the company’s investment portfolio

Job Responsibilities

Contibutes to the initiation, research, development and implementation of strategic investment initiatives including new asset classes and risk management strategies.

Reviews and analyses the ongoing review and analysis of third party investment management performance.

Contributes to external investment manager selection and due diligence.

Implements external investment manager transitions.

Prepares investment reports for The Wawanesa Mutual Insurance Company, Wawanesa General Insurance Company and the pension plans of the companies.

Assesses the investment policy and regulatory compliance of the companies and their pension plans.

Performs other duties as assigned.

Qualifications

Minimum two years’ experience in related discipline.

Undergraduate degree in Finance or a relevant discipline.

Chartered Financial Analyst (CFA) designation or commitment to pursue the CFA Charter.

Strong Microsoft Excel skills and other applications (Word, PowerPoint, Outlook).

Adaptable to a changing environment by adjusting effectively to change, exploring the benefits, trying new approaches, and collaborating with others to make the change successful

Strong communication skills with the ability to express ideas clearly, clarify and ask probing questions to ensure understanding and write in a clear and concise manner

Strong problem-solving and analytical skills, detail oriented, able to work with a high level of accuracy

Strong organization skills with the ability to handle multiple concurrent assignments in a timely manner

Strong problem-solving skills with the ability to examine all information completely to identify relevance and impact

A team player with demonstrated motivation and enthusiasm.

Ability to travel to the USA, occasionally

Experience with Bloomberg or investment consulting software is considered an asset.

Wawanesa provides its employees with a respectful , challenging and rewarding environment where they can maximize their potential while contributing to the company’s goals. Our employees are provided with highly competitive compensation packages (salaries, generous vacation allowance, leave top up, goal achievement plan, premium free benefits and a pension plan). Wawanesa provides a stable and rewarding environment for its employees in today’s challenging markets.

If you are interested in this exciting, challenging position with Wawanesa, apply today with your Resume.

Accommodations are available as needed for all applicants.