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Investor Analyst Jobs

Investor Jobs
By InsightMedix Inc. At Ontario, Canada
🌟 Invest in Innovation: Join Us on the Journey to Success! 🌟
🚀 Why Invest in insightmedix? 🚀
3️⃣ Market Opportunity: The potential for growth is staggering, and we're poised to capture it.
Senior Associate, Investor Services
By SS&C Technologies At Mississauga, Ontario, Canada
Process investor subscription and redemption activity in accordance with the fund’s offering documents and anti-money laundering (AML) requirements.
Communicate pending transactions to fund management as required.
Prepare distribution of investor statements, letters and miscellaneous documents in accordance with investor and fund management instructions.
Ensure distribution information is up to date and compliant in accordance with investor and fund management instructions.
Prepare wire transfer instructions in accordance with investor and/or fund management instructions through various Internet banking platforms.
Confirm expected cash activity was processed by the bank and communicated to fund accounting and/or fund management.
Investor Services Advisor, Us
By Invest in Canada | Investir au Canada At Canada
Strong project management and organizational skills.
Undergraduate degree in Public Administration, Commerce, Finance, Economics, International Business or in a related field.
5-7 years of related experience (government – economic development, programs/policy, business development, sales and/or investment promotion)
Knowledge of the US market and the business culture, and the ability to promote Canada’s value proposition to these markets.
Knowledge of government departments, programs, and processes.
Excellent verbal and written communication skills
Director, Investor Operations Jobs
By MUFG Investor Services At Halifax, Nova Scotia, Canada
Demonstrate team management experience in Investor Services, fund administration or related industry
Extensive experience and knowledge of investor operations - knowledge and experience of working with Japanese clients an advantage.
Strong organizational skills with ability to effectively manage multiple priorities and meet deadlines
Demonstrate business logic and risk adverse approach to resource management and operations
Professional written and verbal communication skills when dealing with Clients, Investors, colleagues
Support senior leadership with driving department initiatives, projects, budget adherence
Investor Services Associate Jobs
By OurCrowd At Toronto, Ontario, Canada
Manage inbound communications from investors and investor relations representatives regarding investment queries via email and telephone.
Collaborate with the Product Development team in troubleshooting platform issues and enhancing the OurCrowd platform, ensuring an improved investor user experience.
Bachelor's degree or relevant work experience.
0-2 years of experience in financial services or client services.
Excellent verbal and written communication skills in English; proficiency in other languages is a plus.
Strong attention to detail, superb organizational skills, and a process-driven approach.
Investor Services Jobs
By Knightsbridge Capital Group At Vancouver, British Columbia, Canada
Demonstrated ability to meet deadlines and balance multiple priorities simultaneously through the use of excellent time management and organizational skills
Review and process fund subscription, redemption documents according to funds offering documents and appropriate tax, KYC & AML requirements
Solid capital markets knowledge, equity research or comparable experience
Manage the company website, including updated content and ensure branding across all platforms
Experience working directly with senior executives and senior investment executives
Skilled at communicating across various social media platforms: eg. Twitter, Instagram, FB, LinkedIn, Pinterest, Hootsuite, etc.
Advisor, Office Of The Investor
By CIRO / OCRI At Toronto, Ontario, Canada
Experience in stakeholder management would be an asset
Support the development of educational materials to assist investors in better understanding personal finance, investment products, risks and regulatory protections
Experience drafting policy or educational content would be an asset
Work with the Senior Advisor to deliver investor education and outreach through multiple channels and delivery methods
Collaborate with other organizations on educational initiatives.
Experience in financial services and investments
Junior Associate Director, Investor Operations, Aml
By MUFG Investor Services At Halifax, Nova Scotia, Canada
Time management and organizational skills with ability to prioritize and meet deadlines
Support management with driving department initiatives, projects, risk mitigation
Knowledge & experience of AML and related functionalities
Diploma or Bachelor's degree preferably in a business related field or related experience
Existing client/customer service experience would be ideal
Professional written and verbal communication skills when dealing with Clients, Investors, colleagues
Investor Partner Manager (Remote, Americas)
By Shopify At Canada
Exceptional client relationship development and management skills - ability to develop and sustain trust-based relationships with Directors, VPs and C-Level executives
Experience in Account Management, Customer Success, or Technology Sales
Manage complex negotiations and serve as a liaison to the Legal and Finance groups.
Experience building, scaling and optimizing partnerships and/or sales programs
Strong oral and written communication skills including the ability to communicate up, down, and across to both technical and non-technical audiences.
Proven experience managing cross-functional programs
Director, Investor Operations, Aml
By MUFG Investor Services At Halifax, Nova Scotia, Canada
Experience with the execution and management of project based work
10+ years of operations experience in financial services (AML) and with at least 5-7 years in a managerial capacity.
Proven organizational skills with ability to effectively manage multiple priorities and meet deadlines.
Ensure the AML team supports the client integration process and the experience is professional and positive for all parties involved.
Relevant degree or internationally recognized AML qualification
Experience leading teams/departments, resource planning, driving change, developing an implementing procedures and controls in Investor Services, fund administration or related industry
Senior Partner/Investor Jobs
By The SilverMind Group At Canada
Demonstrated leadership and management experience, preferably in the home services or related industries
Excellent communication, negotiation, and interpersonal skills
Solid business acumen, with a focus on growth and profitability
Ability to work independently and as part of a team, providing guidance and mentorship to Junior Partners
Participate in the company's strategic planning and decision-making processes
Monitor and analyze the financial performance of the business, making informed decisions to maximize profitability
Financial Research Analyst - Investor Relations
By S&P Global At Toronto, Ontario, Canada
Detail-oriented; able to multi-task; strong organizational and time management skills
Connect with buy-side institutional portfolio managers and trading desks to gain insights on investment strategy and trading.
Participate in the growth and improvement of the team’s service offering to clients.
0-5 years of financial experience or in a related field
“Dual-threat” skills with both strong quantitative and qualitative talent
Analytical reasoning ability as well as effective speaking and written communication skills (proficient in the English language)
Associate, Investor Operations, Aml
By MUFG Investor Services At Halifax, Nova Scotia, Canada
Time management and organizational skills with ability to prioritize and meet deadlines
Support management in department initiatives, projects and risk mitigation
Respond to queries from Clients, Investors, Fund Managers or internal MUFG Departments adhering to a high quality standard
At least 1-2 years of working experience in relevant role in financial services industry
Knowledge of AML and related functionalities an asset
Professional written and verbal communication skills
Private Investor Jobs
By VFitter At Canada

VFitter is looking for an Angel Investor. The investor should be familiar with the following technology areas and vision. - Understanding of the modern generative AI landscape and use of LLMs in AI ...

Are you looking for an exciting opportunity to use your financial analysis skills to help drive business decisions? We are looking for an Investor 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 providing insights to help us make sound investments. If you are a motivated self-starter with a passion for finance, this could be the perfect job for you!

Overview An Investor Analyst is a professional who provides financial analysis and research to investors. They are responsible for researching and analyzing financial data, making investment recommendations, and providing advice to investors. Detailed Job Description An Investor Analyst is responsible for researching and analyzing financial data, making investment recommendations, and providing advice to investors. They must be able to interpret financial statements, analyze market trends, and develop strategies to maximize returns. 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 and investments
• Ability to interpret financial statements
• Ability to analyze market trends
• Excellent communication and interpersonal skills
• Ability to develop strategies to maximize returns
• Ability to work independently and as part of a team
• Ability to work under pressure and meet deadlines
Job Qualifications
• Bachelor’s degree in finance, economics, or a related field
• Master’s degree in finance, economics, or a related field preferred
• Professional certification such as Chartered Financial Analyst (CFA) or Chartered Investment Manager (CIM) preferred
• 3+ years of experience in financial analysis and research
Job Knowledge
• Knowledge of financial markets and investments
• Knowledge of financial statements and analysis
• Knowledge of market trends and analysis
• Knowledge of investment strategies and risk management
Job Experience
• 3+ years of experience in financial analysis and research
• Experience in developing investment strategies
• Experience in providing financial advice to investors
Job Responsibilities
• Research and analyze financial data
• Develop investment strategies to maximize returns
• Make investment recommendations to clients
• Monitor financial markets and investments
• Provide financial advice to investors
• Prepare reports and presentations on investment strategies
• Keep up to date with financial markets and investments