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investment analyst Jobs in Morris, Manitoba

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
Portfolio Analyst / Investment Administrator
By Schwaben Capital Group Limited At Toronto, Ontario, Canada
Assisting with portfolio management, including financial planning, investment research, trading, and rebalancing.
Experience with CRM applications. Zoho One experience is of great benefit
Undergraduate degree related to business/finance, computer science, engineering, or Information Technology
Experience using Facebook and LinkedIn and other social media platforms
Experience in the financial services or sales sector
Experience with corporate Facebook and LinkedIn accounts
Investment Analyst/Associate Jobs
By Kassen Recruitment At Toronto, Ontario, Canada
Previous experience or internships within investment banking, finance, or related fields is preferred.
Assist in the creation of compelling marketing materials, prospectuses, and offering memoranda.
Coordinate and manage data rooms, maintaining accuracy and confidentiality of sensitive information.
Bachelor's degree in Finance, Business, Economics, or a related field.
Strong academic record with a demonstrated understanding of finance, accounting, and financial modeling.
Excellent analytical skills with a keen attention to detail.
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 - Global Trading
By Ontario Teachers' Pension Plan At Toronto, Ontario, Canada
You are able to multi-task, have good time management skills and work ethic.
Minimum 1 year of relevant experience at an investment bank, asset manager, or hedge fund
Collaborate with Portfolio Managers throughout the investment process
Undergraduate/post-graduate degree in a related technical discipline (e.g. economics, business, engineering, computer science) finance or business administration
Excellent written and oral communication skills
You are ambitious, with excellent analytical and interpersonal skills.
Investment Analyst, Private Equity
By Beringer Capital At Toronto, Ontario, Canada
·1-2 years of experience in private equity, corporate & investment banking, management consulting, corporate finance or accounting.
·Excellent interpersonal skills, including strong written and verbal communication abilities.
·Analytical thinking skills with a solid understanding of accounting and financial modeling concepts.
·Advanced knowledge of Microsoft Excel, PowerPoint, and Word.
·An undergraduate degree in business, finance, accounting or engineering with a strong record of academic performance.
·Willingness to work both remotely and in-office depending on safety considerations.
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, Investment Team – Private Equity Secondaries
By Overbay Capital Partners At Toronto, Ontario, Canada
Demonstrated interest in private equity and investment management, financial analysis and valuation techniques
Help manage and review the work of intern(s)
You have strong verbal and written communication skills to effectively interact with institutions / potential sellers
Ability to execute against firm, often short-term, deadlines and manage multiple projects.
Compensation is competitive and comes with a semi-annual bonus and benefits.
Support deal team(s) in the investment due diligence process
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
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 Analyst - It (Isg Investment Analytics)
By HOOPP (Healthcare of Ontario Pension Plan) At Toronto, Ontario, Canada
Minimum one year of Capital Markets or Market Risk experience, deep analytic and problem-solving skills
Experience with full life cycle of software development, including requirements, design, development, testing, rollout, implementation, training and support
Passionate about improving your own skills as well as those of your colleagues through knowledge sharing and mentoring
Membership in HOOPP’s world class defined benefit pension plan, which can serve as an important part of your retirement security
Optional post-retirement health and dental benefits subsidized at 50%
Degree in Finance, Mathematics, Engineering, Computer Science, or a similar field
Senior Analyst, Investment Risk Analytics
By Alberta Investment Management Corporation (AIMCo) At Toronto, Ontario, Canada
Collaborating with investment teams, client/product risk managers, and other stakeholders to provide analytical support as required
Bachelor’s degree in relevant quantitative field (ex: Financial Mathematics, Statistics, Actuarial Science, Business/Finance, Economics, Computer Science); graduate degree is an asset
Advanced working knowledge in programing (e.g., R/Python) and proficiency with applications including Excel (VBA), SQL, and other analytical tools
Visualize risk analytics and develop risk reports for the fund and clients to enable informed decision making
Connecting with Business Technology and external vendors to bring continued improvements and innovation to risk systems and processes
Strong understanding of financial products including derivatives, and the measurement of their risks (market, credit, liquidity)
Investment Finance Analyst (Accounting & Operations)
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 Banking Analyst - Off-Cycle Internship
By Herculean Group At Toronto, Ontario, Canada
• Build and update financial models, including the application of various valuation techniques and corporate finance concepts
• Ability to manage competing priorities and to thrive in a fast-paced and challenging environment
• Support the firm in coordinating sell-side and buy-side M&A transaction processes
• Conduct extensive company and industry analyses (trends, M&A, etc.)
• Work on M&A marketing materials, company profiles, presentations, pitchbooks and other documents
• Provide support for various administrative tasks
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

Are you looking for an exciting opportunity to use your financial analysis skills to help drive business decisions? We are looking for an Investment Analyst to join our team and help us make informed decisions about our investments. You will be responsible for researching and analyzing financial data, developing financial models, and making recommendations to senior management. If you are an analytical thinker with a passion for finance, this could be the perfect job for you!

Overview An Investment Analyst is a professional who provides financial advice and analysis to clients, typically in the form of investment advice and portfolio management. Investment Analysts are responsible for researching and analyzing financial markets, securities, and other investments to make informed decisions and provide sound advice to clients. Detailed Job Description An Investment Analyst is responsible for researching and analyzing financial markets, securities, and other investments to make informed decisions and provide sound advice to clients. They must be able to identify and evaluate potential investments, assess risk, and recommend strategies to maximize returns. Investment Analysts must be able to interpret financial statements, analyze financial data, and develop financial models. They must also be able to communicate their findings and recommendations to clients in a clear and concise manner. Job Skills Required
• Knowledge of financial markets, securities, and investments
• Ability to interpret financial statements and analyze financial data
• Ability to develop financial models
• Ability to assess risk and recommend strategies
• Excellent communication and interpersonal skills
• Strong analytical and problem-solving skills
• Ability to work independently and as part of a team
Job Qualifications
• Bachelor’s degree in finance, economics, accounting, or a related field
• Relevant professional certifications (e.g. CFA, CFP, etc.)
• Minimum of 3 years of experience in a related field
Job Knowledge
• Knowledge of financial markets, securities, and investments
• Understanding of financial statements and financial data
• Understanding of risk management and investment strategies
• Knowledge of financial modeling and analysis techniques
Job Experience
• Minimum of 3 years of experience in a related field
• Experience in financial analysis and portfolio management
• Experience in developing financial models
• Experience in researching and analyzing financial markets, securities, and investments
Job Responsibilities
• Research and analyze financial markets, securities, and other investments
• Develop financial models and analyze financial data
• Assess risk and recommend strategies to maximize returns
• Monitor investments and provide regular updates to clients
• Communicate findings and recommendations to clients in a clear and concise manner
• Prepare reports and presentations for clients