Treasury and Investments within Finance is currently seeking a Full-time Regular Senior Analyst, Investments.

The Treasury & Investments department is responsible for the management of the University of Calgary' cash and investment assets which includes cash and debt management, short-term and long-term investments of both the University's working capital and endowments, as well as providing advisory support to other departments and faculties within the University of Calgary. This position reports to the Portfolio Manager, Investments and requires strong knowledge of complex and technical investment, financial and treasury concepts.

The Senior Analyst, Investments requires the ability to work independently, exercise strong judgement, and be flexible in a fluid environment where tasks, priorities, and volume of work may change on short notice. This includes attendance at social events after normal work hours to foster business relationships and the willingness to travel periodically. This position may also experience periods of high volumes of work and stress when dealing with multiple and competing deadlines.

Summary of Key Responsibilities (job functions include but are not limited to):

• Ongoing monitoring of existing investment manager performance.
• Review of quarterly investment manager reporting.
• Arrange and lead update calls with investment managers and/or consultants.
• Identify and advise of any material news or issues to senior management.
• Oversee and manage:
  • Tracking of all investment data from custodial and investment manager statements by Investment Analysts into portfolio management software and other databases.
  • Operational administration of investment subscriptions, redemptions, capital calls, expenses, investment documentation, contact maintenance, etc.
• Manage preparation and submission of monthly and quarterly investment reports to senior management and the Investment Committee.
• Maintain current knowledge on market and economic events and forecasts.
• Conduct analyses and prepare ad hoc reports on matters which may include, among others:
  • Asset mix.
  • Portfolio management.
  • Investment strategies.
  • Manager performance.
  • Market and policy research. (e.g., ESG)
• Due diligence of new public and private investment managers.
  • Meet and manage relationships with new investment managers, placement agents or consultants.
  • Assess potential of a new manager or investment strategy and whether to recommend to senior management for more in-depth consideration.
  • Liaise and manage external services providers on further due diligence (such as legal and tax) as required.
• Provide direction, guidance, and development to other investment staff.
• Work with and maintain collaborative communications with other Finance or University departments.

Qualifications / Requirements:

• Professional finance designation (CFA, CAIA, etc.) with a university degree in Finance, Economics or equivalent combination of education and experience.
• Work experience in the investment industry. (5+ years)
• Strong understanding of financial markets and asset classes as it relates to performance, risk, and correlation characteristics.
• Strong analytical and critical thinking skills with an attention to detail and a high level of accuracy.
• Intellectual curiosity, a willingness to learn and respectfully question the status quo is important for success.
• Strong sense of initiative and integrity to work effective both independently and collaboratively with a team of strong personalities.
• Supervisory experience and the proven ability to manage small teams and provide direction and leadership to staff.
• Excellent interpersonal, communication, and organizational skills.
• Advanced knowledge of Microsoft Office applications and expert user of Excel.
• Previous experience with market data systems and providers would be an asset.
• Previous experience in an academic or public sector environment would be an asset.

Application Deadline: December 11, 2025

We would like to thank all applicants in advance for submitting their resumes. Please note, only those candidates chosen to continue on through the selection process will be contacted.

This position is classified in theProfessional Career Band, Level 3 of the Management and Professional Staff Career Framework.

For a listing of all management and staff opportunities at the University of Calgary, view our Management and Staff Careers website.

About the University of Calgary

UCalgary is Canada's entrepreneurial university, located in Canada's most enterprising city. It is a top research university and one of the highest-ranked universities of its age. Founded in 1966, its 36,000 students experience an innovative learning environment, made rich by research, hands-on experiences and entrepreneurial thinking. It is Canada's leader in the creation of start-ups. Start something today at the University of Calgary. For more information, visit ucalgary.ca.

The University of Calgary has launched an institution-wide Indigenous Strategy ii' taa'poh'to'p committing to creating a rich, vibrant, and culturally competent campus that welcomes and supports Indigenous Peoples, encourages Indigenous community partnerships, is inclusive of Indigenous perspectives in all that we do.

The university's commitment to the Indigenous Strategy is evident through the oversight of 18 Elders serving on the Circle of Advisors and the many unit-based circles working towards implementation of the strategy including the Faculty Advisory Circle and teams such as the Office of Indigenous Engagement, the Writing Symbols Lodge, and the Indigenous Research Support Team. Many Indigenous-based events and processes are impacting curriculum, programming and polices at the University of Calgary.

As an equitable and inclusive employer, the University of Calgary recognizes that a diverse staff/faculty benefits and enriches the work, learning and research experiences of the entire campus and greater community. We are committed to removing barriers that have been historically encountered by some people in our society. We strive to recruit individuals who will further enhance our diversity and will support their academic and professional success while they are here. In particular, we encourage members of the designated groups (women, Indigenous peoples, persons with disabilities, members of visible/racialized minorities, and diverse sexual orientation and gender identities) to apply. To ensure a fair and equitable assessment, we offer accommodation at any stage during the recruitment process to applicants with disabilities. Questions regarding [diversity] EDI at UCalgary can be sent to the Office of Institutional Commitments (oic@ucalgary.ca) and requests for accommodations can be sent to People & Culture (hrhire@ucalgary.ca).

Do you have most but not all the qualifications? Research show that women, racialized and visible minorities, and persons with disabilities are less likely to apply for jobs unless they meet every single qualification. At UCalgary we are committed to achieving equitable, diverse, inclusive and accessible employment practices and workplaces and encourage you to apply if you believe you are right for this role.

We encourage all qualified applicants to apply, however preference will be given to Canadian citizens and permanent residents of Canada.