Job DescriptionWe are Canada Life
Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.
You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.
Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.
Be your best at Canada Life.
We are looking for an Investment Analyst.
Role description
The Private Debt Investments (“PDI”) group of Canada Life manages a $10+ billion portfolio. PDI typically invests in 35-40 transactions annually, with transaction size ranging from $20 to $200 million. The investment mandate is primarily focused on Canadian/US fixed income transactions in core sectors including Power Generation, Public-Private Partnership Infrastructure, Long-Term Care, Corporates and Equipment Financing.
The Analyst will support the PDI team in annual credit reviews, compliance and analytical reports, and other assigned projects.
Based on degree of experience, the successful candidate may be hired at a more junior Career Level.
Responsibilities:
Complete annual reviews for existing investments, including reviewing financial statements and financial models, analyzing performance, and monitoring covenant compliance.
Monitor an assigned portfolio of investments, including reviewing quarterly financial statements and compliance reports, providing credit updates, and documenting the review process.
Maintain various management/compliance reports.
Assist in amendments and other investment management processes.
Support the group in due diligence for new investment opportunities.
Desired Qualifications & Experience:
Graduate with a baccalaureate degree preferably in Accounting, Economics, Commerce, or Business Administration.
Excellent written and verbal communication skills.
Ability to work independently and complete tasks within deadlines.
Ability to multi-task and coordinate with multiple team members.
Candidates having experience in investment research or credit analysis will be preferred.
Ability to analyze complex financial models considered an asset.
Active enrollment in the CFA program considered an asset.
Be your best at Canada Life - Apply today
Tuesday, November 30, 2021