The Opportunity
The Investment team manages approximately $10 billion in assets across a diverse set of mandates. The Senior Investment Analyst role will play a critical part in supporting portfolio managers through robust performance measurement, analytics, and model development.
In this role, you will report to the Chief Investment Officer and lead the Investment Analytics team overseeing timely and accurate performance reporting, including daily analytics on portfolio returns, positioning, and risk exposures. You will assume responsibility for daily performance attribution calculations relative to benchmarks, conduct scenario and sensitivity analysis, and ensure ongoing monitoring.
The role also involves building and enhancing analytical models that improve insights and support more effective investment decision‑making and risk management for portfolio managers.
What to Expect
- Lead daily reporting tasks with accuracy, consistency, and timeliness
- Develop and enhance analytical reports to support portfolio monitoring and performance assessment
- Collaborate with portfolio managers and other team members to build reporting solutions for new asset classes, derivative instruments, and emerging analytic requirements
- Oversee back‑office operational tasks supporting trade processing, reconciliation, and data integrity
- Develop tools to enhance portfolio decision making
What you Bring
- Undergraduate degree in Business, Computer Science, or a related discipline.
- 7-10 Years progressive experience in related roles
- Experience at a financial institution is considered an asset.
- CFA designation
- Strong programming skills, with Python preferred.
- Proficiency with financial information systems and data platforms, such as Bloomberg.
- Solid understanding with equity, fixed‑income markets, and derivative instruments.
- Firm grasp of accounting treatments for equity, bond, and derivative portfolios.
- Demonstrates independent thinking, analytical rigor, and the ability to create solutions from first principles.
- Strong aptitude to work collaboratively within a team, displaying leadership and maintaining strong working relationships with peers.
- Willingness to work outside standard business operating hours on a rotational basis to ensure continuity of reporting functions.
Salary Range: $108,700-$158,700
Actual salary for the role may vary depending on work location of the successful candidate and other factors including but not limited to, skills, education, experience, working conditions and the local labour market.
This position is being posted to fill an existing vacancy.
Interested in this role, but don’t meet every requirement? We encourage you to apply! We know from experience that a candidate doesn’t need 100% of the qualifications listed to bring incredible value to our team. We’re actively seeking diverse backgrounds and perspectives to help us make insurance better. At Definity, inclusion, diversity, and equity aren’t just “nice to have” — they’re essential to our success.
What’s in it for you?
- Hybrid work schedule for most roles
- Company share ownership program
- Incentive Program - Eligible employees may participate in various incentive plans which are paid out at the discretion of the company and subject to individual and company performance.
- Pension and savings programs, with company-matched RRSP contributions
- Paid volunteer days and company matching on charitable donations
- Educational resources, tuition assistance, and paid time off to study for exams
- Focus on inclusion with employee groups, support for gender affirmation surgery, access to BIPOC counsellors, access to programs for working parents
- Wellness and recognition programs
- Discounts on products and services
Go ahead and expect a lot — you deserve it.
It’s better here — but don’t take our word for it. Definity was named by Great Place to Work® as one of the Best Workplaces™ in Canada for women, for youth, and for inclusion.
Our inclusive work environment welcomes diversity and supports accessibility. If you require accommodation at any time during the recruitment process, please let us know by contacting accessibility@economical.com.
As part of Definity’s commitment to reconciliation, we acknowledge that our work, meetings, and travel take place on the lands now known as Canada, and recognize the enduring presence, wisdom, and stewardship of the First Nations, Métis, and Inuit peoples who have long cared for these lands.
Background checks
This role requires successful clearance of background checks (including criminal checks and leadership references).
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