Senior Treasury Investment Analyst
About The Position
As a Sr. Treasury Investment Analyst, you will provide operational, analytical, and monitoring oversight for Vancity’s Treasury Investment Portfolio. This role is responsible for coordinating trade execution activities, monitoring portfolio positions and performance, supporting investment strategy development, and providing meaningful analysis that informs decision-making. You will collaborate across Treasury, Finance, Accounting, Risk, Data, and Sustainability teams to ensure accurate trade capture, financial reporting, portfolio monitoring, and risk management, while driving process improvements that strengthen investment operations and support organizational objectives. We are seeking a highly analytical and detail-oriented treasury professional with strong investment knowledge, data analysis capabilities, and the ability to translate complex financial information into actionable business insights. This is a full-time, permanent role based at our Vancouver head office or remotely within Ontario and will report directly to the Treasury Portfolio Manager. While this position provides a hybrid work arrangement for employees based in the Greater Vancouver Area, candidates located in Ontario may work remotely and will be expected to travel occasionally for business needs.
Requirements
- Bachelor’s degree in Finance, Economics, Business Administration, Mathematics, or a related field
- 5+ years of experience in treasury, investment management, capital markets, asset-liability management, or a related financial services environment
- Strong understanding of fixed income investments, portfolio management principles, financial markets, and investment risk management
- Experience supporting investment portfolios, trade execution processes, and portfolio performance analysis
- Advanced analytical and quantitative skills with proficiency in financial modeling, reporting, and data analysis
- Experience preparing and communicating investment performance, risk, and portfolio insights to diverse stakeholder groups
- Strong knowledge of financial reporting, accounting concepts, and investment operations
- Excellent communication skills with the ability to translate technical financial information into actionable insights for decision-makers
Nice To Haves
- CFA, FRM, CPA, CSC, CIM, or other relevant treasury or investment-related designation
- Experience with treasury management systems, portfolio management platforms, or financial analytics tools
- Knowledge of ESG investing principles, regulatory requirements, or risk analytics within a financial institution
Responsibilities
- Assisting with portfolio strategy development through investment analysis, scenario testing, and market insights to support portfolio decisions
- Coordinating trade execution activities including trade entry, reconciliations, and settlement oversight across the Treasury Investment Portfolio
- Collaborating with Accounting and Finance teams to support trade capture, hedge accounting, and financial reporting requirements
- Supporting portfolio performance attribution and post-trade reviews to assess investment effectiveness and risk positioning
- Administering investment monitoring activities and providing analysis to support leadership, management committees, and regulatory requirements
- Performing daily and periodic reporting on investment positions, portfolio performance, and risk metrics including interest rate and spread risk
- Conducting stress testing and downside scenario analysis to evaluate portfolio resilience under changing market conditions
- Providing investment insights and analytics that support capital allocation, business planning, product strategy, and ESG initiatives
- Leading enhancements to investment systems, reporting processes, and workflows to improve efficiency, accuracy, and responsiveness
- Collaborating with cross-functional partners to strengthen investment operations and integrate evolving risk and sustainability considerations into decision-making
Benefits
- Competitive rewards and benefits
- Flexible benefit packages that can be tailored annually
- 3-4 weeks of vacation per year, with additional days earned over time
- 2 extra stat holidays, plus care days for personal or family illness
- Immediate health coverage (health and dental benefits begin on hire date)
- Defined Benefit Pension
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What This Job Offers
Job Type
Full-time
Career Level
Senior
