26/10/2026

Staffinity; Toronto; On-site; CAD 65,000 - 100,000; Full time

Job summary

Staffinity in Toronto is seeking an Investment Analyst or Senior Investment Analyst for private and public markets. This in-person role will lead due diligence, build robust financial models, and monitor fund and portfolio performance to inform senior decision-makers.

The ideal candidate has a finance background with 3+ years of experience, strong Excel/PowerPoint skills, and fluency in English and Mandarin. A CFA/CAIA designation is a plus; travel to Western Canada may be required.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related discipline.
• Progress toward CFA or CAIA designation is a strong asset.
• 3+ years of professional finance experience in investment research or related fields.

Responsibilities

• Conduct end-to-end qualitative and quantitative due diligence on new investment opportunities across private and public markets.
• Build and maintain dynamic financial models including cash flow forecasting and valuation analyses.
• Create investment committee decks, memos, and presentations with clear risk/return profiles.
• Monitor fund performance, NAV calculations, distributions, and leverage metrics.
• Perform market research and produce insights to inform product strategy.
• Prepare product summaries and educational materials for advisors; support deal teams with client inquiries.
• Occasional travel to Western Canada (Alberta/BC) as required.

Skills

Financial modeling

Due diligence

Market research

Excel

PowerPoint

English & Mandarin

Education

Bachelor's degree in Finance/Accounting/Economics

CFA or CAIA designation (asset)

Tools

Excel

PowerPoint

Job description

Investment Analyst / Senior Investment Analyst – Private & Public Markets

North York, Canada

Staffinity is currently seeking an Investment Analyst / Senior Investment Analyst for a premier alternative investment and wealth management firm located in Toronto, ON . This is a full-time, permanent, in-person role offering a competitive base salary, comprehensive benefits, and annual performance bonus potential .

The base salary range is $65,000 to $100,000+ DOE plus bonus potential .

Our client is a registered Investment Fund Manager (IFM), Portfolio Manager (PM), and Exempt Market Dealer (EMD) . In this role, you will lead comprehensive qualitative and quantitative due diligence on new investment products, monitor existing fund performance, build financial models, and prepare actionable recommendations for senior decision-makers .

Ideal Candidate Profile: We are looking for an analytical, self-directed finance professional with strong financial modeling skills who can independently evaluate complex fund structures, identify underlying risks, and clearly articulate investment merits . Fluency in both English and Mandarin is required to support key stakeholder and client engagements .

Responsibilities

Investment Due Diligence & Underwriting: Conduct end-to‑end qualitative and quantitative due diligence on new investment opportunities and asset managers across private markets (private debt/mortgage funds, real estate, infrastructure, private equity) with consideration for public market strategies .

Financial Modeling & Valuation: Build and maintain dynamic financial models, including cash flow forecasting, valuation analysis, return attribution, sensitivity testing, and scenario analysis .

Investment Committee Presentations: Synthesize complex deal structures, fee models, liquidity/redemption terms, and risk profiles into institutional‑grade investment decks, memos, and committee presentations .

Portfolio Shelf Monitoring: Continuously track fund performance, distributions, NAV calculations, redemption trends, and leverage metrics across the current product shelf; proactively flag emerging risks or structural changes .

Market Research & Intelligence: Monitor macroeconomic indicators, interest rate trends, and sector dynamics to produce market commentaries and thematic research reports that inform product strategy .

Sales & Advisor Support: Prepare product summaries and educational presentations for dealing representatives, helping address technical inquiries regarding asset allocation and fund mechanics .

Occasional Travel: Conduct on‑site manager meetings or asset walk‑throughs with very occasional travel to Western Canada (Alberta and British Columbia).

Qualifications

Education & Credentials: Bachelor’s degree in Finance, Accounting, Economics, Commerce, or a related discipline . Progress toward or completion of the CFA or CAIA designation is a strong asset .

Experience: 3+ years of professional finance experience in investment research, due diligence, asset management, private equity, private credit/debt, equity research, or investment banking .

Market Knowledge: Practical knowledge of private‑market fund structures (e.g., LP/GP models, offering memorandums, liquidity windows, valuation policies) ; exposure to the Canadian exempt market or public equities/fixed income is highly regarded .

Technical Modeling: Advanced proficiency in Microsoft Excel (building models from scratch, scenario analysis, DCF/returns modeling) and PowerPoint .

Language Proficiency: Full professional fluency in both English and Mandarin (written and verbal) is required .

Work Arrangement & Mobility: Ability to work full‑time in‑person at the Toronto office, with openness to occasional travel to Alberta or British Columbia as required .