Senior Investment Analyst - 18 month term

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Date: Jun 19, 2025

Location: Winnipeg, MB (Hybrid), CA Calgary, AB (Hybrid), CA

Company: Wawanesa Insurance

Job ID: 9329 


Working Business Language: English.
 

Salary: At Wawanesa, salary is only one component of a holistic, comprehensive and competitive offering that we provide to our employees. In addition to salary, full-time and part-time permanent employees are eligible for an annual bonus plan, leave of absence top-up programs and provided with generous vacation time, personal days, premium free benefits and pension plan. 
 

The salary offered for this role is determined with consideration to various factors, including but not limited to: your work location, local labour market conditions, external market salary data, internal pay equity and the knowledge, skills, experience and anticipated proficiency in the role. The salary offered is estimated to be within the following range: $85,000 - $110,000. Candidates with salary expectations outside of the range are still encouraged to apply.


About Us
At Wawanesa, we’re proud to offer a hybrid work environment that offers flexibility to our employees in balancing in-office (2 days per week OR 15 hours per week in a Wawanesa office) and remote work. You may work from any of the following locations: Winnipeg, MB; Wawanesa, MB; Calgary, AB.
 

The Wawanesa Mutual Insurance Company (“Wawanesa Mutual”), founded in 1896, is one of Canada’s largest mutual insurers, with over $3.5 billion in annual revenue and assets of $10 billion (CAD). Wawanesa Mutual, with its National Headquarters in Winnipeg, is the parent company of Wawanesa Life, which provides life insurance products and services throughout Canada, and Western Financial Group, which distributes personal and business insurance across Canada. Wawanesa proudly serves more than 1.7 million members in Canada, and we are home to more than 3,600 employees distributed across the Canadian regions and communities where we operate. We give back to organizations that strengthen communities, donating more than $3.5 million annually to charitable organizations, including over $2 million annually in support of people on the front lines of climate change. To learn more visit wawanesa.com. 


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 and advancement on a growing team.
 

Job Overview

The Senior Investment Analyst is responsible for contributing to the monitoring, analysis, research and reporting of Wawanesa’s investment portfolios. In addition, this role works closely with stakeholders across the company as required to facilitate quarterly investment performance, asset positioning, investment risk and sustainability reporting to the Executive team, Board, Pension Committees, regulators and external stakeholders. 

 

JOB RESPONSIBILTIES

 

  • Actively participate in investment manager monitoring including coordinating and participating in quarterly calls, and documenting key drivers of investment performance and other relevant business activity (changes in AUM, personnel, etc.)
  • Contribute to the research, analysis and implementation of strategic investment initiatives including new asset classes, new investment managers and enhanced risk metrics for the
  • Company’s insurance and pension plan (Defined Benefit and Defined Contribution) investment portfolios.
  • Communicate with investment managers as required to facilitate investment analysis and reporting.
  • Actively contribute to all quarterly reporting requirements for the Investment Committee of the Board and the Wawanesa Pension Committees. 
  • Monitor and report on actions of Wawanesa’s peers as it relates to investment portfolio performance and sustainable investment initiatives. 
  • Represent the Investment Team in internal working groups.
  • Participate in external webinars and networking events as it relates to investing.
  • Other investment analysis and related project work as required.
  • Perform other duties as assigned.

Qualifications

  • More than 5 years of relevant professional experience ideally in the institutional investment industry as either an allocator or investment consultant with direct experience in evaluating the investment opportunity landscape, investment manager research, asset allocation and asset liability analyses, risk analyses and performance reporting. 
  • Undergraduate degree in Finance, Economics or a relevant discipline.
  • Chartered Financial Analyst (CFA) designation or currently enrolled in the CFA program.
  • Strong Microsoft Excel skills and other applications (Word, PowerPoint, Outlook). Workiva and PowerBI experience is an asset. 
  • Experience with Bloomberg, eVestment, Wilshire Compass, MSCI Climate Metrics and other investment consulting software an asset.
  • Experience with Canadian Defined Benefit and Defined Contribution pension plans (investment and portfolio management perspective) is an asset.
  • Ability to effectively collaborate across the business and to gain respect, credibility and confidence from others.
  • Excellent analytical and problem-solving skills with the ability to recognize and identify critical issues.
  • Excellent interpersonal, presentation and communication skills with the ability to effectively convey complex ideas in a simple, persuasive and eloquent manner.  
  • Able to adapt behavior to meet the needs of a changing environment and multitask effectively.
  • A team player with demonstrated motivation and enthusiasm.


Wawanesa is proud to be one of Manitoba’s Top Employers, a Kincentric Best Employer in Canada and a Forbes Best Employer in Canada recognizing an exceptional place to work!


Diversity Equity, Inclusion & Belonging
At Wawanesa, we are committed to Diversity, Equity, Inclusion and Belonging (DEIB) and believe that our strength lies in the diversity of our people – this is supported by having a representative workforce.

We welcome applications from all qualified candidates, including racialized persons, women, Indigenous Peoples, persons with disabilities, members of the 2SLGBTQIA+ community, gender-diverse and neurodiverse individuals, and anyone who can contribute to the further diversification of thought and ideas. 
 

We aim to ensure our recruitment process is accessible to all candidates. If you require accommodations during any stage of the recruitment process, please reach out in confidence to jobs@wawanesa.com.
 

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