Analyst - DC and CAP Retirement Consulting

TELUS Health is a global-leading health and well-being provider focused on improving health outcomes. The Analyst role in the DC and CAP Retirement Consulting team involves providing analytical and technical support to deliver high-quality advisory services, conducting detailed analysis on investments and plan design, and preparing client deliverables.ResponsibilitiesLiaise with internal colleagues and external service providers to support client deliverables and obtain necessary informationSupport all types of analysis related to services provided including plan reviews, vendor searches, investment fund lineup reviews, investment performance monitoring, manager searches, plan design and benchmarking analysis, and governance and compliance assessmentsAggregate complex data efficiently from different sources, prepare and peer review data reconciliations, and conduct checks to ensure accuracy of data or analysisPrepare investment monitoring reports including relevant capital market and manager commentariesSynthesize analysis results for client presentations, reports, and other communicationsSupport in the development and maintenance of proprietary databases and toolsTake a supporting role in client meetings and take minutes where requiredSupport national and internal initiatives and participate in national and regional team meetingsSupport with client billings and tracking profit/loss metricsBuild knowledge of industry topics and trendsSkillsUniversity degree, preferably in Finance, Business Administration, Mathematics, Statistics, or Actuarial ScienceExcellent problem-solving and analytical skills with strong professional acumenAbility to work independently with minimal supervision while being a collaborative team playerExceptional time management and organizational skills with the ability to manage multiple competing assignmentsStrong work ethic demonstrating both initiative and independenceAn excellent understanding of software, particularly MS Word, Excel, and PowerPointPrior knowledge and/or experience working with CAP or DC plans, including understanding of plan administration, accumulation and decumulation processes, principles of good governance, applicable legislation, and best practicesAbility to read and interpret plan texts, regulation, and guidance notesUnderstanding of investments and investment principles, best practices for analysis of CAP investments, and fund managers and their productsAbility to interpret plan design provisions, understand factors impacting retirement outcomes, and support with retirement income projectionsUnderstanding of basic principles for managing survey and comparative data, and carrying out market benchmarking analysisExperience with pension plan administration and/or speaking with pension plan members and/or plan sponsorsProject management experience or qualificationCFA or Actuarial qualification, or a good track record in examinationsAdvanced MS Excel skillsLife licenseBenefitsComprehensive total rewards package highlighting competitive salary and bonus structures, minimum 3 weeks of vacation, and flexible benefits plan to meet the needs of you and your familyFlexibility to work in-office, virtually or a combination of bothGenerous company matched pensionOpportunity to give back to communities in which we work, live and serveCareer growth and learning & development opportunities to develop your skillsAnd much more…Company OverviewTELUS Health specializes in telehomecare, electronic medical records, consumer health, benefits, and pharmacy management. It is a sub-organization of TELUS. It was founded in 1998, and is headquartered in Montréal, Quebec, CAN, with a workforce of 5001-10000 employees. Its website is https://www.telushealth.com.



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