About Us
Join the Plannera Team: A Career with Purpose. A Future with Possibilities.
Join our team of passionate pension and benefits professionals dedicated to helping members build a secure financial future! Plannera Pensions & Benefits (Plannera), formerly known as the Public Employees' Benefits Agency, is on the lookout for talented individuals to become part of our dynamic team of 171 employees. Headquartered in Regina, Saskatchewan, Plannera oversees $19 billion in assets across 11 pension plans and 16 benefits programs in the province. As a not-for-profit corporation, we take pride in administering two of Canada's top 100 pension plans—the Public Employees' Pension Plan (PEPP), the country's largest defined contribution plan, and the Municipal Employees' Pension Plan (MEPP). We serve over 900 employers and more than 114,000 plan members, everyone from small-town firefighters to crown corporation executives.
The Opportunity
As an Investment Analyst, you will support the oversight of external investment managers and the analysis of portfolio performance, risk, and investment strategies.
This position is well suited to an analytical and curious professional seeking to build broad experience in institutional and pension investing.
Reporting to the Director, Public Investments, you will work with investment managers, consultants, custodians, and other service providers.
You will be responsible for:
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Monitoring external investment managers using quantitative and qualitative analysis, including performance, risk, portfolio positioning, organizational developments, and adherence to mandate expectations.
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Participating in manager meetings and prepare analysis, questions, meeting notes, and recommended follow-up actions.
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Supporting investment manager searches, due diligence, mandate reviews, and implementation activities.
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Analyzing investment performance at the total portfolio, asset class, strategy, and manager levels.
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Investigating the drivers of investment results and clearly explain their significance.
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Researching capital markets, investment strategies, pension investment practices, and emerging industry developments.
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Preparing reports, presentations, and recommendations for senior management, investment committees, and boards.
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Monitoring compliance with investment policies, manager guidelines, and governance requirements.
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Working with external partners to identify and resolve investment data and reporting issues.
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Developing and improving analytical tools, dashboards, monitoring processes, and investment reporting.
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Contributing to special projects and broader investment initiatives based on organizational priorities.
Ideal Candidate
You will be:
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flexible and highly organized;
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accountable;
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articulate; and
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proactive and self motivated
Typically, the knowledge and experience required to achieve the above is obtained through a combination of:
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Enrollment and/or completion of the Chartered Financial Analyst (CFA) program. Preference will be given to candidates who have enrolled in the CFA program and have successfully completed Level 1 or higher of the program; and
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A combination of relevant education and experience in the investment or pension industry is beneficial. Relevant education could include a combination of Bachelor/Master’s degrees in administration, commerce, or economics, enrollment and/or completion of the Chartered Alternative Investment Analyst program (CAIA), or other investment industry-specific courses and designations.
Please briefly indicate in your cover letter the reasons you are interested in, and qualified for, this position.
Why Choose Plannera?
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Industry Leader: Plannera is recognized as a leader in pension and benefit administration, providing personalized service and consistently achieving high member satisfaction scores.
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Global Partnerships: Our investment fund managers collaborate with some of the world’s leading fund managers, providing strong and diversified pension plan funds.
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Diversity and Inclusion: We believe in the strength of diversity and inclusion. Join a team that values and celebrates the unique perspectives each member brings.
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Making a Difference: As a Plannera employee, you'll have the opportunity to contribute to the success of our organization and make a meaningful difference in the lives of our members
What We Offer
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A competitive salary that reflects your expertise
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Comprehensive benefits package including a pension to secure your financial future
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Career development, advancement and learning opportunities
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Flexible work arrangements
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Vacation, earned days off (EDO) and other types of leave to support your well being
Ready to embark on a fulfilling career journey with Plannera? Showcase your expertise and dedication to financial security by applying today. Let's build financial futures together!
Closing Date: September 3, 2026
