Co-op/Intern, Investment

Co-op/Intern, Investment

Full-Time, 8-Month or 12-Month Contract

Hybrid Eligible, within British Columbia

Vancouver Foundation acknowledges that we carry out our work on the lands of Indigenous nations throughout colonial British Columbia. Our office is located on the unceded, ancestral, and traditional territory of the xʷməθkʷəy̓əm (Musqueam), Sḵwx̱wú7mesh (Squamish) and Sel̓íl̓witulh (Tsleil-Waututh) peoples.

About Us

Vancouver Foundation is a community foundation that serves Vancouver and all of BC. We bring together the generosity of donors with the ideas and energy of people and communities across the province. Every year we fund a diverse mix of grants, both large and small, that help to build healthy, vibrant, equitable, and inclusive communities. Considered a leader in responsive grantmaking and systems change, Vancouver Foundation is the most significant funder of charities in BC outside of government.

As a community foundation, we’re committed to ensuring everyone has a place in our mission. We are on a journey to actively align all aspects of our work — both internally and externally — to our commitment to equity, inclusion, and a more just society.

For a view into our world, please visit: www.vancouverfoundation.ca

About You

You are an undergraduate student currently pursuing a degree in Finance, Economics, Business, or a related field, with a genuine passion for the world of investments and finance. You have a keen interest in financial markets and a deep curiosity about exploring the intricacies of investment strategies.

Ideally, you are in your 3rd or 4th year of studies and have already completed at least one prior co-op or internship in a finance-related role. Your motivation stems from a sincere desire to understand how financial instruments work, and you are eager to apply the knowledge you've gained in the classroom to real-world investment scenarios.

About the Position

Reporting to the Manager, Investments, you will assist with various aspects of investment management, including quarterly reporting, data analysis, and presentation creation. Your role will involve familiarizing yourself with impact investments, maintaining databases, and contributing to investment dashboard reporting, all while supporting the team's overall goals and initiatives.

Main Responsibilities

• Assist with the quarterly investment committee reporting package.

• Learn about the department's operations and provide assistance as needed.

• Create and update Excel files, charts, PowerPoint presentations, and written policies.

• Familiarize yourself with impact investments and assist in crafting an overview report.

• Establish and maintain a database of risk-adjusted return statistics.

• Contribute to the creation, management, and updating of investment dashboard reporting.

• Actively participate in investment manager updates, maintain research notes, and curate the investment library.

Desired Experience/Education/Skills

• Currently pursuing a degree in Finance, Economics, Business, or a related field.

• Flexibility to work in office or hybrid environment.

• A keen interest in institutional investment management and portfolio construction.

• Proficiency in Excel, encompassing modeling, charting, and data analysis.

• Strong capabilities in creating compelling PowerPoint presentations.

• Possesses analytical skills, accountability, strong organizational abilities, meticulous attention to detail, and a self-starter mindset.

• A desire to learn about values-aligned investing.

• Fluent in articulating investment concepts in a written format.

Core Competencies

• Accountability/Responsibility - Models our values. Builds trust by being reliable and authentic. Follows through on commitments. Demonstrates a positive attitude and energy. Maintains confidentiality of personal and/or sensitive business information. Is dependable and reliable.

• Client Focus - Provides quality service to both internal and external clients. Proactively seeks to understand and strives to address client needs and/or issues. Seeks feedback from clients to identify opportunities for enhanced service. Maintains integrity even in challenging client situations.

• Initiative - Takes action proactively to address opportunities and challenges. Looks for ways to improve work practices. Respectfully challenges the status quo and current practices to increase efficiency and effectiveness. Ensures that errors or unsuccessful initiatives are reviewed and action is taken to avoid future challenges. Acts as change agent.

• Teamwork – Actively collaborates with others to produce desired results. Actively engages and contributes to team meetings and discussions. Shows respect for other team members by being open to and supportive of the thoughts, opinions and contributions of others. Resolves conflicts effectively. Supports and stands behind organizational and team decisions. Accepts and provides feedback in a constructive and considerate manner.

Accountability

Reporting to the Manager, Investments.

Compensation

$47,700 annually plus pension and a generous and comprehensive benefits package.

Hours of Work

Modified 35-hour work week, primarily Monday to Thursday, occasional Fridays.

Location

Our head office is located in downtown Vancouver. Through our hybrid working policy there is an opportunity to work from home. If interested, please identify your requested location during the hiring process and we can discuss the conditions required under our policy.

Accessibility

Vancouver Foundation’s office is located on the second and third floors of a building with an elevator for access to the office, and an accessible, single-stall, gender-neutral washroom that includes a shower. Vancouver Foundation has a hybrid working model, with both work from home and in-office options available to staff. These options are position dependent.

We are committed to the principles and practices of an inclusive and equitable employment process. Our goal is to be representative of the communities we work with, and we encourage applicants from communities which are structurally marginalized based on race, colour, religion, nationality, social or ethnic origin, sex, age, disability, sexual orientation, gender identity and/or expression. We consider qualified candidates regardless of criminal convictions and those who have employment gaps or employment in historically stigmatized industries. We welcome applicants from all communities.

How to Apply

If this sounds like you, we welcome your online application including a brief cover letter and a resume by Monday, October 21, 2024.

We kindly ask for no phone calls please. Applicants will receive an emailed response confirming receipt of their resume submission. Due to the high number of applications Vancouver Foundation receives, only candidates who are selected for an interview will be contacted. Periodic updates regarding recent postings are published on our career page after the application deadline has expired. We thank all applicants for their interest in the Vancouver Foundation.

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Last updated on Oct 1, 2024