Investment Trade Analyst Jobs

Develop skills through working alongside Portfolio Manager

Experience in any combination of investment strategies

Excellent communication skills – both written and verbal

Advanced computer skills and strong attention to detail

Source, evaluate, analyze, and pitch ideas to Portfolio Manager

Participate in all aspects of the asset manager business with the highest level of professionalism, integrity, and ethics

Support the management of the SBD Canada Recordkeeping program and CSA program requirements

Knowledge & understanding of Canadian Customs regulations and Import/Export procedures

Experience in CSA Import environment a plus

Excellent written and verbal communication skills

Competitive compensation & benefits package

Work closely with Customs Broker to answer any inquiries related to the declaration of SBD goods

Demonstrate a comprehensive knowledge of portfolio of entities, along with risks and opportunities.

• Provide timely updates to our credit officers, portfolio managers, and other lending teams on credit impact.

• In-depth sector knowledge and command of specific industry and competitive factors

• Ability to work both independently and in a team setting (including with remote/virtual colleagues).

• Must be able to manage multiple projects at once.

Pay Rate : $32.00/hour +4% vacation pay

Minimum of 3 years experience in an analytical position, doing quantitative and qualitative analysis;

Excellent MS Office Suite skills, including Advanced Microsoft Excel;

Participate in the review and analysis of investment opportunities from established SFIs and from emerging SPOs;

Research new social investment concepts and share the information with colleagues;

Gather quantitative and qualitative data from a variety of different software products;

Monitor and provide analysis of the Boann investment portfolio;

Strong knowledge of Microsoft Office (emphasis on Excel) and advanced analytical skills

3-5 years of experience in the financial services industry

Strong communication, presentation and listening skills

Completion of CSC, CIM and or enrollment in the CFA program

Familiarity with broker dealer operations and systems (Dataphile) is an asset

Dedicated team player with the ability to take initiative and work independently

Excellent time management and organizational skills and prioritize to effectively manage tasks to completion within required timeframes

Conduct ad-hoc reporting and analysis to support key investment finance decisions

Prepare templates to reconcile manager holdings and market value to custodian records and document/investigate discrepancies

Effectively communicate with internal business partners, external fund managers, private fund administrator and custodian to investigate/resolve issues

Support any special projects and initiatives launched by the Investments Finance team

2-3 years relevant experience in investment accounting in the financial service industry (private fund/hedge fund/mutual fund background preferred)

Excellent time management skills and superior communication skills (oral and written).

The organization offers an attractive compensation package that encompasses a competitive salary and excellent benefits.

Manage spending budget on a monthly basis and assess profitability on the promotional activities.

Manage pricing and promotion data and reporting tool

Register and manage prices in LG ERP systems.

Update and maintain sales planners for Key Account Managers.

Ability to multi-task with good time management skills to meet multiple reporting deadlines.

Support trade settlement and life-cycle management across various asset types such as: fixed-income, private loans, equities and derivatives positions.

Assist with various treasury functions including liquidity/cash management, reconciliation of cash balances across accounts and various reporting

Advanced knowledge of Microsoft Excel, and other office applications (ie: Power BI); experience with other technical software is advantageous.

This position offers excellent opportunities in a dynamic environment. To qualify, candidates must have:

2-3 years of experience; CPA/CFA/CAIA designation is preferred.

Demonstrate a comprehensive knowledge of portfolio countries/entities, macroeconomic and political dynamics, risks and opportunities.

Draw upon industry knowledge to identify the most relevant research reports and data to identify trends, considerations and/or concerns.

1-3 years of relevant work experienced preferred. Will consider exceptional candidates directly from undergraduate and graduate programs.

Strong proficiency in Excel and PowerPoint required. Knowledge of or proficiency in Bloomberg a plus.

A competitive salary and benefits packages.

A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.

• Support Project Manager and stream leads, with suggested work breakdown structure.

• Professional certification supporting waterfall and agile a plus

• A minimum of 5 + year’s work experience in the financial services industry

• Work independently or with other team members on large initiatives.

• Document future state and current state business processes and impacts.

• Focus on service and quality excellence with an eye to continuous improvement

Work with management to identify workflow or technology issues and develop creative solutions.

Strong interpersonal and organizational skills, an ability to manage multiple assignments with competing priorities, excellent communication skills.

financial services experience. Knowledge of JIRA is a must.

Good problem-solving skills and analytical ability.

Elicit information on business processes and requirements using interviews, research techniques, document analysis and workshops facilitation amongst multiple stakeholders.

Support Project Manager and stream leads, with suggested work breakdown structure.

· 1-3 years of relevant work experience

· Business related University Degree (Finance, Economics, Accounting, Commerce)

· Communication / Writing Skills

· Demonstrate a comprehensive knowledge of portfolio of entities, along with risks and opportunities.

· Provide timely updates to our credit officers, portfolio managers, and other lending teams on credit impact.

· In-depth sector knowledge and command of specific industry and competitive factors

Demonstrate a comprehensive knowledge of portfolio of entities, along with risks and opportunities.

Provide timely updates to our credit officers, portfolio managers, and other lending teams on credit impact.

Draw upon industry knowledge to identify the most relevant research reports and data to identify trends, considerations and/or concerns.

Strong quantitative and analytical skills with a demonstrated ability to think critically and understand financial statement analysis as applied to investments

In-depth sector knowledge and command of specific industry and competitive factors

Ability to work both independently and in a team setting (including with remote/virtual colleagues).

Knowledge of interactions between wealth managers, external managers and value

Validate information provided by external managers by confirming that commitments, capital calls

3 years experience in accounting or investment operations.

Excellent knowledge of investment accounting systems and Excel.

Knowledge of public and private investments.

Knowledge of investment performance measurement.

Actively participate in meetings with TMT company management teams and outside experts

Occasional travel for industry conferences and management meetings

Advanced Excel, Word and PowerPoint skills are a requirement

Minimum 1-2 years related work experience, ideally in equity research, investment banking, data analytics, corporate business development or consulting

Advanced experience with Python is considered a strong asset

Experience building three-statement models and developing forecasts and valuations

Strong analytical skills with an ability to focus on the details.

Strong interpersonal and exceptional problem-solving skills.

Proficient in Microsoft Office with an emphasis on strong Excel, Word, and PowerPoint skills.

Employee discounts (15% on auto and property insurance, plus many other products and services)

Good Office program (receive up to 400$ back after purchasing office equipment)

Student Loan Payment Matching Program for Government Student loans

Minimum of 1 years of experience in equity research, asset management, or related field.

Prepare investment product summaries and presentations to assist the Product Manager in presenting to the Investment Committee.

Assist the Product Manager in coordinating with asset managers and third-party service providers to ensure compliance with investment guidelines and regulations.

Bachelor's degree in finance, accounting, economics, or related field.

Strong analytical skills and attention to detail.

Excellent communication and interpersonal skills.

Coordinate the month-end valuation process for fund managers, including:

Prepare year-end audit letters for external managers

Undergraduate degree in relevant subjects such as Accounting, Finance, or a related discipline

Two to five years of relevant work experience in the investment or pension industry is considered an asset

Strong understanding of the investment industry with accounting knowledge

Sound knowledge of private assets is required

Strong knowledge of Trade Management systems (SAP, Exceedra, Blacksmith, etc)

Work closely with Trade Finance to ensure audit requirements are adhered to

Proactively initiates, leads, and participates in all stages of continuous improvement initiatives as well as new business requirements/projects

Other duties and responsibilities as assigned

University/College degree in Business, preferably with Finance designation or working towards a designation

2-5 years of Financial Analyst experience