Treasury Specialist

Reporting directly to the Manager, Investments, the Treasury Specialist position is an integral part of the investment management team, along with the Chief Investment Officer, Manager, Investments and external investment advisors.  The Treasury Specialist performs investment research and monitors economic environment and current events that could affect the portfolios managed, as well as, executes trades.  The Treasury Specialist generates reports and presentations for executive leadership, as well as Board of Directors and related Committees, to facilitate decision-making.  The position is responsible for the investment accounting, budgeting, forecasting, and financial reporting functions for both HHS and HHSRI; including reconciliation review, financial statement preparation, and Ministry of Health reporting.

1. Accreditation as Chartered Professional Accountant (CPA), Chartered Financial Analyst (CFA) and/or comparable investment designation.
2. Undergraduate degree in accounting or finance.
3. Minimum 5 years accounting and/or investment experience.
4. Proven ability to analyze research, manage and work independently.
5. Intermediate or better computer skills in the use of Microsoft 365, especially Excel, PowerPoint, Teams, and Word.
6. Demonstrated excellence in communication, both written and verbal.
7. Public Sector and Not-for-Profit Organization experience an asset.
8. Knowledge of tableau and portfolio management software (ex. Bloomberg, FactSet) considered as an asset.