Investment Analyst

Role & responsibilities

The Investment Analyst works closely with the Senior Investment Analyst and Manager and is primarily responsible for maintaining investment data, create reports for corporate retirement plan clients, generate portfolio review for high net worth clients, maintain investment models, keep track of fund managers and able to work on multiple projects. The Investment Analyst will have a good understanding of the financial markets and mutual funds.

Functional Responsibilities. Responsibilities of this role include, but are not limited to, the following:

• Effectively organize and update investment data and materials
• Create quarterly and annual Fiduciary reports.
• Maintain models in Morningstar.
• Create financial models and reports using Microsoft Excel and Word.
• Help in the fund change process for CRP clients.
• Support oversight of investment manager performance
• Keep track of how the firm is invested.
• Support analytical requests from advisors, including prospect analysis
• Manage performance, composite and benchmark information

Preferred candidate profile

Knowledge and Skills. Individuals in the Investment Analyst role are required to have the following knowledge and skills:

• An understanding of financial markets and investment products, including individual securities, mutual funds, ETFs, Index fund, alternative investments, sustainable investing and separate accounts.
• Portfolio management theory.
• Advanced Microsoft Excel and Word skills.
• Good reasoning and analytical skills.
• Strong written and oral communications skills
• Ability to problem solve and work with minimal supervision

Personal Attributes. Individuals who excel at this role generally display the following attributes:

• Detail oriented, focus on accuracy
• Objective, quantitative-based decision making
• Ability to meet deadlines
• Strong analytical background and skills
• Desire to improve processes and efficiency
• Ability to utilize technology to improve the efficiency
• Enjoy working as part of a team
• Have a passion for investments

Education and Experience. To excel as an Investment Analyst, there are both required and preferred criteria:

Required:

• Bachelors / Masters degree with an emphasis in Finance.
• At least one year of investment industry experience

Preferred:

• Professional qualification in Finance (MBA, CFA Level 1 clear)

Perks and benefits

• Competitive salary
• Benefits including company-provided health insurance, gratuity vesting.
• Performance-based reviews and potential bonuses
• Monday to Friday -9:00am to 6:00pm
• Twenty-one (21) business days paid time off.
• Nine (9) business days of holiday closures