Senior Analyst - Dc Consulting

TELUS Health and LifeWorks have recently come together to leverage the power of technology and our caring cultures to further progress our shared goal of building a healthier and friendlier future for all. As a global-leading health and well-being provider – encompassing physical, mental and financial health – TELUS Health is improving health outcomes for consumers, patients, healthcare professionals, employers and employees.
The Senior Analyst will work within the Retirement and Benefits Solutions line of business, as part of the national Defined Contribution (DC) Consulting team, providing services to clients with DC pension plans and other Capital Accumulation Plans (CAPs). The team operates from various locations across Canada and provides a range of advisory services including vendor searches, manager searches, member behaviour assessments, investment reviews, investment monitoring, plan reviews and governance assessments for both public and private sector clients.
The Senior Analyst will take direction from, and work with, the DC Consulting team to provide support on all client deliverables, as well as help manage existing or new client relationships. Prior experience in consulting or exposure to DC or CAP products is required. Strong communication skills, strong analytical skills, attention to detail, self-management and organization skills are required for anyone pursuing this career.
Responsibilities:

• Assist with special projects, as required
• Support with all types of analysis related to services provided which include plan reviews, vendor searches, investment fund lineup reviews, investment performance monitoring, manager searches, plan design and benchmarking analysis, and governance and compliance assessments
• Liaise with internal colleagues and external service providers as needed to support client deliverables or obtain necessary information
• Support in the development and maintenance of proprietary databases and tools
• Take a supporting role in client meetings, and take minutes where required
• Provide support for client billings and tracking profit/loss metrics
• Attend internal training sessions to build knowledge of industry topics and trends
• Prepare and peer review investment monitoring reports and analyses, including relevant capital market or manager commentaries
• Aggregate complex data efficiently from different sources, prepare and peer review data reconciliations, conduct checks to ensure accuracy of data or analysis, and synthesise results for client presentations
• Draft and review standard and more complex client correspondence, reports, and other communications
• Act as a peer mentor and support the development and training of Analysts and Interns
• Support on any national or internal initiatives as needed and participate in national and regional team meetings

Where permitted by law, company employees must be fully immunized to access a TELUS Health or LifeWorks office or customer premises.
Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to [email protected].
By applying to this role, you understand and agree that your information will be shared with the TELUS Group of Companies’ Talent Acquisition team(s) and/or any leader(s) who will be part of the selection process.