Investment Analyst, Global Equities
By CIBC At Toronto, Ontario, Canada
You can demonstrate experience in intimate knowledge of US large and midcap stocks from an investment perspective.
Portfolio optimization - Contribute towards a fundamentally driven investment process that appropriately utilizes quantitative inputs in idea generation and portfolio optimization.
Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
What You Need To Know
Investment Operations Analyst Jobs
By Focus Asset Management At Toronto, Ontario, Canada

Seeking an Operations Analyst with experience at an investment management firm or investment services provider. The focus of the job would be trade support, so candidates with settlements experience ...

Investment Analyst, Infrastructure & Natural Resources (X2)
By Ontario Teachers' Pension Plan At Toronto, Ontario, Canada
Prepare presentations, reports, and investment recommendations to senior management and, where applicable, the Board of OTPP;
Review and analyze financial reports, budgets, board books and other information prepared by management of our portfolio companies;
Minimum 1 year experience, preferably in investment banking, principal investing, or Mergers & Acquisitions advisory
Strong communication skills with the ability to influence others and comfort presenting to senior audiences
Excellent analytical and quantitative skills and ability to perform in-depth financial modelling analysis
Advanced skills in Excel and PowerPoint
Investment Reporting Analyst Jobs
By Sun Life At Toronto, Ontario, Canada
Strong knowledge of investment management industry and products and services within the financial services market
Conduct research on new fund managers, products, and industry changes, including competitive analysis of other recordkeeper platforms and product offerings
Attend and contribute to fund manager meetings.
2 years experience in the investment industry
Advanced Microsoft Excel and other technical skills
Strong writing and communication skills
Analyst, Asset Based Lending
By RBC Capital Markets At Toronto, Ontario, Canada
Manage the collateral management and reporting component of an assigned portfolio of Asset Based Lending (ABL) accounts.
Ensure daily monitoring of client loan positions, identifying trends and notifying Portfolio Management of any deterioration.
Identify and be alert for revenue opportunities that can be taken to Portfolio Management for consideration.
Assist Portfolio Management and Associates with adhoc requests as needed.
Submit and approve administrative electronic transaction requests and monitor receipt of reporting requirements for ABL and non-ABL borrowing clients.
Monitor client’s compliance to the terms and conditions of loan and other agreements, ensuring client is operating within ABL requirements.
Early Careers: Intern Analyst, Investment Consulting
By Aon At Toronto, Ontario, Canada
Skills And Experience That Will Lead To Success
Gathering qualitative and quantitative data from external managers, custodians and other data providers;
Draft investment manager performance commentary;
Prepare presentations on investment topics (e.g. investment manager selection, investment manager structure)
Conduct searches for investment managers or CAP providers
Support experienced analysts and consultants in all aspects of work servicing clients and prospects
Junior Analyst, Private Asset Operations
By Ontario Teachers' Pension Plan At Toronto, Ontario, Canada
Relevant university degree (such as Business, Economics, Actuarial Science, Mathematics, Computer Science) or equivalent relevant experience with Investment Finance processes
Good background skills and knowledge of accounting and reconciliation processes
Under the guidance of team members, carries out daily work within the Investment Finance “units”:
Maintains personal awareness and current knowledge of issues affecting the Board's operations
Excellent analytical skills and the ability to think through problems, assess a variety of factors and recommend a solution
Excellent quantitative and computer skills (Excel and Access), including an understanding of database concepts
Investment Analyst Public Sector
By Kelly Services (Canada), Ltd. At Toronto, Ontario, Canada
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
Investment Analyst Jobs
By Boann Social Impact At Toronto, Ontario, Canada
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;
Investment Operations, Analyst Jobs
By Brookfield Asset Management At Toronto, Ontario, Canada
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.
Investment Analyst – Public Sector / Sovereigns
By Manulife At Toronto, Ontario, Canada
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.
Investment Business Analyst Jobs
By Compunnel Inc. At Toronto, Ontario, Canada
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.
Business Investment Analyst Jobs
By Compunnel Inc. At Toronto, Ontario, Canada
· 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
Investment Analyst Ii Jobs
By Compunnel Inc. At Toronto, Ontario, Canada
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).
Securities / Investment Analyst (Public Sector)
By Compunnel Inc. At Toronto, Ontario, Canada
Demonstrate a comprehensive knowledge of portfolio of entities, along with risks and opportunities.
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
· Provide timely updates to our credit officers, portfolio managers, and other lending teams on credit impact.
· Ability to work both independently and in a team setting (including with remote/virtual colleagues).
· Must be able to manage multiple projects at once.
Administrative Assistant, Investment Counsel, 1832 Asset Management L.p.
By Scotiabank At Toronto, Ontario, Canada
Calendar management: co-ordinate meetings and conferences, update schedules, monitor and assist with virtual meetings
Administrative Assistant, Investment Counsel, 1832 Asset Management L.P.
Perform daily administrative functions for the Portfolio Managers and Analysts team
Minimum two years of Financial Services experience;
IFIC and /or CSC certification strongly preferred;
Excellent communication skills; communicate in a variety of mediums;
Investment Analyst, High Conviction Equities
By Ontario Teachers' Pension Plan At Toronto, Ontario, Canada
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
Asset Reconciliations Analyst Jobs
By FNZ Group At Toronto, Ontario, Canada
3+ years of experience within the Wealth Management, platform, banking or other relevant industry.
A positive work environment with a sense of purpose to share knowledge and skills amongst other colleagues.
Supports manager in reviewing work and production of MI to demonstrate effectiveness of controls within team.
Supports the BAU function with deliverables as and when required, ensure knowledge of process is maintained by performing BAU tasks regularly
Able to demonstrate knowledge of US and Canada regulations.
Excellent and proven conflict resolution skills.
Investment Finance Analyst Jobs
By CAAT Pension Plan At Toronto, Ontario, Canada
· Excellent project management, research, analytical, organizational, and time management skills
· Prepare ad hoc reports and projects for the investment department and / or senior management
We offer a flexible, hybrid work arrangement.
· Experience with accounting (ideally investment related), financial reporting, and external or internal audit
· Excellent communication skills (both written and oral)
· Provide support to other team members in the Finance Department as necessary
Investment Finance Data Analyst
By CAAT Pension Plan At Toronto, Ontario, Canada
Minimum three years of progressive experience in the accounting/financial field, pension industry or financial services
Strong communication skills, being able to communicate comfortably with both internal and external service provider teams
Experience in integration with external data sources including use of APIs
Experience with Power BI or other data visualization tools considered an asset
Programming skills (Python, SQL and/or VBA) will be considered an asset
Experience with Caissa (Burgiss Platform) would be an asset