Junior Investment Analyst

  • 36377
  • Life - Investments
  • |
  • Ontario, Canada
  • |
  • 2 days ago
Consulting
RESPONSIBILITIES
  • Prepare quarterly client performance reports.
  • Perform ad-hoc performance analysis.
  • Industry research and keeping up to date with industry developments.
  • Develop expertise in the asset management industry, various asset classes, and manager assessment.
  • Meet with investment management organizations to assess their skills and capabilities as well as the appropriateness of their investment strategies for client portfolios.
  • Promote continuous improvement in processes and reporting, proactively identifying opportunities for enhancements.
  • Passion for investing and for helping Company’s clients make optimal investment decisions.
QUALIFICATIONS
  • Undergraduate degree with finance, investment or a math focus.
  • 1-3 years of financial industry experience preferred.
  • Enrollment in the CFA program or similar preferred.
  • Good analytical abilities and Excel proficiency.
  • Enthusiastic contributor with strong collaboration skills.
  • Preferred:
  • Proficient with VBA, Python, and MS Suite.
  • Experience or qualifications in financial risk management or actuarial science.
  • Excellent oral and written communication skills.