Investment Analyst

About Us Join the Plannera Team: A Career with Purpose. A Future with Possibilities. Join our team of passionate pension and benefits professionals dedicated to helping members build a secure financial future! Plannera Pensions & Benefits (Plannera), formerly known as the Public Employees’ Benefits Agency, is on the lookout for talented individuals to become part of our dynamic team of 155 employees. Headquartered in Regina, Saskatchewan, Plannera oversees $17 billion in assets across 11 pension plans and 16 benefits programs in the province. As a not-for-profit corporation, we take pride in administering two of Canada's top 100 pension plans—the Public Employees Pension Plan (PEPP), the country’s largest defined contribution plan, and the Municipal Employees' Pension Plan (MEPP). We serve over 900 employers and more than 112,000 plan members, everyone from small-town firefighters to crown corporation executives. The Opportunity Reporting to the Director of Public Markets, you will be responsible for: * Analyzing and making recommendations on a portfolio of investment managers spanning multiple asset classes; * Preparing and presenting reports to decision makers regarding investment implementation initiatives and to accommodate plan requirements; * Researching and developing investment policy to support industry best practices for defined benefit pension plans, defined contribution pension plans, * Communicating investment analysis to a diverse audience which may include members of the financial industry including investment managers, external service providers, auditors, and members of various boards and commissions who oversee investments across several plans; and * Using a variety of programs and tools to analyze investment performance. Ideal Candidate You will be: * flexible and highly organized; * accountable; * articulate; and * proactive and self motivated. Typically, the knowledge and experience required to achieve the above is obtained through a combination of: * Enrollment and/or completion of the Chartered Financial Analyst (CFA) program. Preference will be given to candidates who have enrolled in the CFA program and have successfully completed Level 1 or higher of the program; and * A combination of relevant education and experience in the investment or pension industry is beneficial. Relevant education could include a combination of Bachelor/Master’s degrees in administration, commerce, or economics, enrollment and/or completion of the Chartered Alternative Investment Analyst program (CAIA), or other investment industry-specific courses and designations. Please briefly indicate in your cover letter the reasons you are interested in, and qualified for, this position. Why Choose Plannera? * Industry Leader: Plannera is recognized as a leader in pension and benefit administration, providing personalized service and consistently achieving high member satisfaction scores. * Global Partnerships: Our investment fund managers collaborate with some of the world’s leading fund managers, providing strong and diversified pension plan funds. * Diversity and Inclusion: We believe in the strength of diversity and inclusion. Join a team that values and celebrates the unique perspectives each member brings. * Making a Difference: As a Plannera employee, you'll have the opportunity to contribute to the success of our organization and make a meaningful difference in the lives of our members. What We Offer * A competitive salary that reflects your expertise * Comprehensive benefits package including a pension to secure your financial future * Career development, advancement and learning opportunities * Flexible work arrangements * Vacation, earned days off (EDO) and other types of leave to support your well being Ready to embark on a fulfilling career journey with Plannera? Showcase your expertise and dedication to financial security by applying today. Let's build financial futures together! Closing Date: December 5, 2025

The Investment Analyst will analyze and make recommendations on investment manager portfolios across multiple asset classes. They are also responsible for preparing reports for decision-makers and developing investment policies that align with industry best practices.

Candidates should have enrollment or completion of the CFA program, with preference given to those who have completed Level 1 or higher. A bachelor's or master's degree in administration, commerce, or economics is preferred, along with relevant experience in the investment or pension industry.

• Competitive salary • Comprehensive benefits package • Pension plan • Career development opportunities • Flexible work arrangements • Vacation • Earned days off

• Data analysisPreferred
• CommunicationPreferred

Identified from the job description. Confirm important requirements above.

• Investment analysis
• Portfolio management
• Financial reporting
• Investment policy development
• Defined benefit pension plans
• Defined contribution pension plans
• Asset class analysis
• Communication
• Research
• Data analysis
• Financial modeling
• Stakeholder management
• Investment Analysis
• Self-Motivation
• Asset Classes
• Auditing
• Chartered Alternative Investment Analyst
• Investments
• Chartered Financial Analyst
• Personalized Service
• Economics
• Financial Services
• Investment Management
• Leadership
• Investment Performance

• Finance & Accounting
• Government & Public Sector
• Management & Leadership
• Investment Analyst
• Investment / Portfolio Analyst
• Financial Analysts
• Financial and Investment Analysts

Minimum education

Professional degree

Minimum experience

2+ years

Posting language

English

Working hours

40 hours per week