Senior Treasury Investment Analyst at Vancity
Canada
CAD 86.4k - CAD 111.8k
<p><strong><span>Our Story & Purpose:</span></strong><span data-ccp-props="{}"> </span></p> <p><span>We’re Vancity, a member-owned credit union built on the principles of inclusion and social justice. Since 1946, our relentless commitment to these values has helped us challenge the status quo and break down barriers. We’ve made bold commitments to become net-zero by 2040 across all mortgages and loans, and we’re actively pursuing strategies in Indigenous banking and financial resilience for our members.</span><span data-ccp-props="{}"> </span></p> <p><span>As the largest private sector Living Wage Employer in Canada, we’re proud to be consistently recognized as one of the country’s Top Employers. If you’re ready to join our team of 2,300 diverse individuals, access competitive rewards and benefits, and be part of a greater movement - apply today!</span><span data-ccp-props="{}"> </span></p> <p><span data-ccp-props="{}"> </span></p> <p><strong><span>Your Role in Supporting Our Members:</span></strong><span data-ccp-props="{}"> </span></p> <p><span>As a </span><strong><span>Sr. Treasury Investment Analyst</span></strong><span>, 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.</span><span data-ccp-props="{}"> </span></p> <p><span>This is a </span><strong>full-time, permanent role<span> </span></strong><span>based at our</span><strong><span> </span>Vancouver head office or remotely</strong><span> </span><strong>within Ontario</strong><span> and will report directly to the </span><strong>Treasury Portfolio Manager</strong><span>. 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.</span></p> <p><span data-ccp-props="{}"> </span></p> <p><strong><span>How You'll Make an Impact:</span></strong><span data-ccp-props="{}"> </span></p> <ul> <li aria-setsize="-1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="1" data-aria-level="1"><span>Assisting with portfolio strategy development through investment analysis, scenario testing, and market insights to support portfolio decisions</span><span data-ccp-props="{}"> </span></li> </ul> <ul> <li aria-setsize="-1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="2" data-aria-level="1"><span>Coordinating trade execution activities including trade entry, reconciliations, and settlement oversight across the Treasury Investment Portfolio</span><span data-ccp-props="{}"> </span></li> </ul> <ul> <li aria-setsize="-1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="3" data-aria-level="1"><span>Collaborating with Accounting and Finance teams to support trade capture, hedge accounting, and financial reporting requirements</span><span data-ccp-props="{}"> </span></li> </ul> <ul> <li aria-setsize="-1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="4" data-aria-level="1"><span>Supporting portfolio performance attribution and post-trade reviews to assess investment effectiveness and risk positioning</span><span data-ccp-props="{}"> </span></li> </ul> <ul> <li aria-setsize="-1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="5" data-aria-level="1"><span>Administering investment monitoring activities and providing analysis to support leadership, management committees, and regulatory requirements</span><span data-ccp-props="{}"> </span></li> </ul> <ul> <li aria-setsize="-1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="6" data-aria-level="1"><span>Performing daily and periodic reporting on investment positions, portfolio performance, and risk metrics including interest rate and spread risk</span><span data-ccp-props="{}"> </span></li> </ul> <ul> <li aria-setsize="-1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="7" data-aria-level="1"><span>Conducting stress testing and downside scenario analysis to evaluate portfolio resilience under changing market conditions</span><span data-ccp-props="{}"> </span></li> </ul> <ul> <li aria-setsize="-1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="8" data-aria-level="1"><span>Providing investment insights and analytics that support capital allocation, business planning, product strategy, and ESG initiatives</span><span data-ccp-props="{}"> </span></li> </ul> <ul> <li aria-setsize="-1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="9" data-aria-level="1"><span>Leading enhancements to investment systems, reporting processes, and workflows to improve efficiency, accuracy, and responsiveness</span><span data-ccp-props="{}"> </span></li> </ul> <ul> <li aria-setsize="-1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="10" data-aria-level="1"><span>Collaborating with cross-functional partners to strengthen investment operations and integrate evolving risk and sustainability considerations into decision-making</span><span data-ccp-props="{}"> </span></li> </ul> <p><span data-ccp-props="{}"> </span></p> <p><strong><span>What You’ll Bring to the Team:</span></strong><span data-ccp-props="{}"> </span></p> <ul> <li aria-setsize="-1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="1" data-aria-level="1"><span>Bachelor’s degree in Finance, Economics, Business Administration, Mathematics, or a related field</span><span data-ccp-props="{}"> </span></li> </ul> <ul> <li aria-setsize="-1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="2" data-aria-level="1"><span>5+ years of experience in treasury, investment management, capital markets, asset-liability management, or a related financial services environment</span><span data-ccp-props="{}"> </span></li> </ul> <ul> <li aria-setsize="-1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="3" data-aria-level="1"><span>Strong understanding of fixed income investments, portfolio management principles, financial markets, and investment risk management</span><span data-ccp-props="{}"> </span></li> </ul> <ul> <li aria-setsize="-1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="4" data-aria-level="1"><span>Experience supporting investment portfolios, trade execution processes, and portfolio performance analysis</span><span data-ccp-props="{}"> </span></li> </ul> <ul> <li aria-setsize="-1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="5" data-aria-level="1"><span>Advanced analytical and quantitative skills with proficiency in financial modeling, reporting, and data analysis</span><span data-ccp-props="{}"> </span></li> </ul> <ul> <li aria-setsize="-1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="6" data-aria-level="1"><span>Experience preparing and communicating investment performance, risk, and portfolio insights to diverse stakeholder groups</span><span data-ccp-props="{}"> </span></li> </ul> <ul> <li aria-setsize="-1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="7" data-aria-level="1"><span>Strong knowledge of financial reporting, accounting concepts, and investment operations</span><span data-ccp-props="{}"> </span></li> </ul> <ul> <li aria-setsize="-1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="8" data-aria-level="1"><span>Excellent communication skills with the ability to translate technical financial information into actionable insights for decision-makers</span><span data-ccp-props="{}"> </span></li> </ul> <p><span data-ccp-props="{}"> </span></p> <p><strong><span>Extra Skills That Set You Apart:</span></strong><span data-ccp-props="{}"> </span></p> <ul> <li aria-setsize="-1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="1" data-aria-level="1"><span>CFA, FRM, CPA, CSC, CIM, or other relevant treasury or investment-related designation</span><span data-ccp-props="{}"> </span></li> </ul> <ul> <li aria-setsize="-1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="2" data-aria-level="1"><span>Experience with treasury management systems, portfolio management platforms, or financial analytics tools</span><span data-ccp-props="{}"> </span></li> </ul> <ul> <li aria-setsize="-1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="3" data-aria-level="1"><span>Knowledge of ESG investing principles, regulatory requirements, or risk analytics within a financial institution</span><span data-ccp-props="{}"> </span></li> </ul> <p><span data-ccp-props="{}"> </span></p> <p><strong><span>You’ll Thrive Here If You Are:</span></strong><span data-ccp-props="{}"> </span></p> <ul> <li aria-setsize="-1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="1" data-aria-level="1"><strong><span>Analytical Thinker</span></strong><span> – Able to assess complex financial information and generate meaningful investment insights</span><span data-ccp-props="{}"> </span></li> </ul> <ul> <li aria-setsize="-1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="2" data-aria-level="1"><strong><span>Detail-Oriented</span></strong><span> – Focused on accuracy in trade execution, reporting, reconciliation, and risk monitoring</span><span data-ccp-props="{}"> </span></li> </ul> <ul> <li aria-setsize="-1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="3" data-aria-level="1"><strong><span>Collaborative Partner</span></strong><span> – Builds strong relationships across Treasury, Finance, Accounting, Risk, and business teams</span><span data-ccp-props="{}"> </span></li> </ul> <ul> <li aria-setsize="-1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="4" data-aria-level="1"><strong><span>Continuous Improver</span></strong><span> – Proactively identifies opportunities to enhance processes, systems, and operational effectiveness</span><span data-ccp-props="{}"> </span></li> </ul> <ul> <li aria-setsize="-1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="5" data-aria-level="1"><strong><span>Strategic Contributor</span></strong><span> – Connects market insights and portfolio analysis to broader organizational objectives</span><span data-ccp-props="{}"> </span></li> </ul> <p><span data-ccp-props="{}"> </span></p> <p><span>We value lived experience, so if you are interested in this role, we encourage you to apply even if you feel your skills don't perfectly align with those listed.</span><span data-ccp-props="{}"> </span></p> <p><span data-ccp-props="{}"> </span></p> <p><strong><span>What You’ll Earn:</span></strong><span data-ccp-props="{}"> </span></p> <p><span>This role offers a salary range of</span><strong><span> $86,400 to $111,800</span></strong><span> </span><strong><span>per annum</span></strong><span>. The base pay offered may vary depending on factors such as relevant qualifications, skills, previous experience, and internal equity. As part of our total rewards package, employees may also be eligible for our annual incentive program, subject to program eligibility requirements.</span><span data-ccp-props="{}"> </span></p> <p><span data-ccp-props="{}"> </span></p> <p><strong><span>Why You’ll Love Working Here:</span></strong><span data-ccp-props="{}"> </span></p> <p><span>A career at Vancity is more than just a job, you’re joining a tradition of change-makers who are creating lasting change for our communities. Beyond base pay, we offer a comprehensive total rewards package to ensure our employees are empowered to thrive:</span><span data-ccp-props="{}"> </span></p> <ul> <li aria-setsize="-1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="1" data-aria-level="1"><strong><span>Living Wage Employer</span></strong><span>: We’re the largest private-sector Living Wage Employer in Canada and consistently ranked among Canada’s Top Employers</span><span data-ccp-props="{}"> </span></li> </ul> <ul> <li aria-setsize="-1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="2" data-aria-level="1"><strong><span>Customizable Benefits</span></strong><span>: Permanent employees receive flexible benefit packages that can be tailored annually to meet evolving needs</span><span data-ccp-props="{}"> </span></li> </ul> <ul> <li aria-setsize="-1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="3" data-aria-level="1"><strong><span>Generous Vacation</span></strong><span>: New employees start with 3-4 weeks of vacation per year, with additional days earned over time</span><span data-ccp-props="{}"> </span></li> </ul> <ul> <li aria-setsize="-1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="4" data-aria-level="1"><strong><span>Extra Stat Holidays</span></strong><span>: In addition to BC’s 11 statutory holidays, we offer 2 extra days, plus care days for personal or family illness</span><span data-ccp-props="{}"> </span></li> </ul> <ul> <li aria-setsize="-1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="5" data-aria-level="1"><strong><span>Immediate Health Coverage</span></strong><span>: Health and dental benefits begin on your hire date, with three levels of coverage to choose from</span><span data-ccp-props="{}"> </span></li> </ul> <ul> <li aria-setsize="-1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="6" data-aria-level="1"><strong><span>Defined Benefit Pension</span></strong><span>: Our retirement plan provides a guaranteed income for life, recognizing that retirement looks different for everyone</span><span data-ccp-props="{}"> </span></li> </ul> <p><span data-ccp-props="{}"> </span></p> <p><strong><span>Vancity Talent Programs:</span></strong><span data-ccp-props="{}"> </span></p> <p><span>Vancity supports an inclusive hiring process for candidates who self-identify as Indigenous, Black, or Trans. With special permission from the BC Human Rights Commissioner, this initiative provides access to career development opportunities, prioritized job screening, and feedback. Any information you choose to share will be stored securely and used only for recruitment and career development connected to this initiative, in line with the BC Personal Information Protection Act (PIPA). For details, please see our dedicated Talent Programs job posting.</span><span data-ccp-props="{}"> </span></p> <p><span>At Vancity we’re committed to creating a welcoming and inclusive workplace to help our people and communities thrive and prosper. Diversity in our workforce is integral so that we can truly represent, understand and respond to our community needs and deliver on our member experience.</span><span data-ccp-props="{}"> </span></p> <p><span>We are also committed to an inclusive, barrier-free and accessible recruitment experience for all candidates. If you require any accommodations or support at any stage of the recruitment process (including the application stage), we encourage you to let us know by contacting our Talent Acquisition team. We’re here to work with you to ensure your needs are met promptly and effectively. All requests will be handled with the utmost respect and confidentiality, so you can participate fully in the process.</span><span data-ccp-props="{}"> </span></p>
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