Investment Analyst – Fixed Income and Alternative Assets Location: Hybrid, Toronto Office The maximum of the total target compensation (TTC) range for this role exceeds $200,000, making it exempt from Ontario’s requirement to post a compensation range. Empire Life is looking to hire an Investment Analyst to join our Fixed Income team! We are actively seeking candidates to fill a current, open position. The Investment Analyst - Fixed Income and Alternative Assets provides assistance to the Fixed Income Team in the active management of fixed income portfolios across various institutional and retail mandates. The Fixed Income Team invests in a variety of asset classes including public bonds, private debt placements, commercial mortgages, preferred shares, money market instruments and external alternative funds. The incumbent is guided by defined goals and objectives and works under the supervision of a senior fixed income team member. Why pursue this opportunity Play an integral role - this is an opportunity that allows for you to grow your skills, while directly contributing to the business unit you are a part of. Have your voice heard - with a fresh perspective, we welcome those that can highlight opportunities for improvement. We encourage creative and cutting-edge thinking and welcome candidates who are not afraid to challenge the status quo. Hone your skills - this is an chance that allows for you to grow your technical, and functional skills. What you’ll be working on Collect and analyze industry, company and economic information from a variety of sources including websites, institutional research, corporate reports, investor presentations, industry publications,



and credit agency publications Assist in the asset selection process through analysis of individual investment opportunities and how they will contribute to the overall portfolio performance Assist in the preparation of investment recommendations and memos to be distributed internally Coordinate financial settlements with the Investment Administration team Assist in the management of fixed income assets including public bonds, private debt placements, commercial mortgages, preferred shares and money market instruments as well as external alternative funds Monitor individual holdings’ compliance with loan covenants as well as their internal credit ratings through periodic reviews of Issuer financial performance and covenant compliance Assist in the construction and maintenance of screens using software such as Bloomberg to filter database of companies to identify potential investment ideas Organize all available information and data effectively in order to build and maintain spreadsheet models for both valuation and monitoring purposes Maintain statistics on the portfolio regarding exposures, company information and valuation parameters Assist in the preparation of reports on portfolio investment performance Actively participate in and contribute to Investment team strategic meetings Other ad hoc duties as may arise What we’re looking for you to have 1-3 years of experience in the analysis of fixed income instruments such as public bonds, private debt placements, and commercial mortgages as well as alternative funds,



gained in commercial, corporate, or investment banking, a life insurance company, debt capital markets dealers, or an investment manager Strong knowledge of credit principles and capital markets coupled with solid intellectual curiosity Ability to present complex concepts in a clear and precise manner Completion of a university degree with courses in finance, economics, mathematics, statistics, quantitative methods CFA or working toward designation Well-developed mathematical skills High proficiency in Excel including VBA, Word and PowerPoint, programming experience in Python is desirable Experience with Bloomberg is desirable Strong research and financial modelling skills Clear written and verbal communication skills Attention to detail/accuracy Ability to operate effectively under sometimes tight timelines and competing priorities If you are applying for a position which is open to applicants across Canada, unless otherwise indicated in the position, language proficiency in English is required for communicating with customers, advisors, or employees across Canada. Our hiring process includes AI screening for keywords and minimum qualifications. Recruiters review all results. Beyond the salary For regular full-time positions, Empire Life offers a comprehensive total rewards package that includes: Competitive salaries with annual pay increases Annual bonus program, which recognizes both strong company performance and individual contributions, for non sales positions Competitive uncapped commission, for sales positions A comprehensive employer-funded benefits package starting from day one of employment, that includes life insurance, disability, health and dental and a generous health

📌 Investment Analyst (Toronto)
🏢 BDC Venture Capital Fund
📍 Toronto