Investment Analyst
September 3 2024
Industries
Legal
Categories Bank, Insurance, Financial services, Financial Analysis, Financing, Investment, Merger & Acquisition
Montreal, QC • Full time
The Role
As an Investment Analyst, you will work with consultants to provide first class advice to clients on a range of investment-related services which can include: strategic setting of investment objectives, strategic asset allocation, investment management structures, manager selection, performance measurement and evaluation, investment manager monitoring, custodian selection, statements of investment policy and global research services.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
Tasks
- Produce quarterly reports for delivery to clients by pre-determined deadlines
- Support team members in the construction and delivery of presentations to clients
- Build strong relationships internally and collaborate effectively on cross-functional teams
- Demonstrate natural ease and effectiveness when dealing with clients/colleagues at all levels
- Work together as part of dedicated client teams providing a variety of services to clients
- Deliver on projects to meet or exceed client expectations
This role is hybrid with regular attendance to the office (expected 3 days per week)
The Requirements
- Bachelor's or master's degree required in one of the following disciplines: finance, economics, administration, actuarial sciences, or related field with heavy quantitative emphasis
- Progress towards relevant professional qualifications such as CFA, FSA are considered an asset
- 0-2 years of experience
- Interest in financial markets
- Strong oral and written communication skills
- Comfortable in a team environment
- Attention to detail
- Working knowledge of with Office, more importantly Excel
- Ability to work independently and manage time and projects individually
- Excellent oral and written communication skills in French and English
Equal opportunity employer
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