Analyst - Investments

Ocean Capital; Halifax; On-site; CAD 65,000 - 95,000; Full time

Job summary

Ocean Capital Holdings Limited in Saint John, NB, is seeking an Investment Analyst to support the investment team across asset classes. You will analyze portfolios, prepare regular reports and contribute to the investment process.

The role requires a Finance degree, 3–5 years in markets, CFA interest, and proficiency with Bloomberg, Python or R. Strong analytical, communication, and independent work skills are essential.

Qualifications

• Undergraduate and/or graduate degree in Finance or related fields.
• 3-5 years of experience in investment/financial markets.
• Currently enrolled or interested in CFA program.
• Experience with Bloomberg terminals will be considered an asset.
• Experience in Private Equity and Alternatives and engaging with these managers would be an asset.
• Proficiency in programming languages such as Python, R, or similar relevant to finance would be an asset.
• Strong comfort level with investment software and evolving technology.
• Demonstrated interest in Investing and Financial Markets.
• Analytical thinker with an aptitude for numbers and mathematics.
• Strong communication skills, both written and verbal.
• Excellent attention to detail and quality of data.
• Skilled in establishing and maintaining effective working relationships with others.
• Ability to work and think independently.

Responsibilities

• Provide analysis of internally and externally managed portfolios.
• Provide regular reporting & analysis for investments, summarized as follows: Daily & weekly portfolio reviews, Monthly performance reports, Quarterly investment report to the Board of Directors.
• Perform research projects to identify and analyze investment themes and ideas.
• Assist in the evolution of processes related to investments.
• Use Bloomberg terminal reporting to facilitate holding specific and portfolio level analysis.
• Annual review of Investment Policy Statements.
• Assist in sourcing and implementing new tools to further improve and automate processes.
• Interface with Ocean Capital’s investment managers and advisors on a regular basis.
• Ensure investments are in compliance with Investment Policy Statements.
• Stay current with economic and market news and grow in understanding of financial markets.

Skills

Analytical thinking

Communication skills

Attention to detail

Independent work

Education

Undergraduate/Graduate degree in Finance

CFA track / enrolled in CFA program

Tools

Bloomberg Terminal

Python

R

Job description

Ocean Capital Holdings Limited is a privately held company with its head office located in Saint John, NB with interests across several business lines, including broadcasting, real estate, construction and service. Our purpose is to have winning businesses and great people, all contributing to better communities. We unlock the potential of our businesses through imagination and a passion for winning, and we celebrate the uniqueness in each person. Our focus is on excellence and accomplishments.

Ocean Capital has an opportunity for an Investment Analyst in our Saint John or Halifax locations. This position reports to the Director-Investments and will support the Investment team and have direct involvement in the complete investment process for all asset classes including fixed income, public equities, alternatives and private equity.

Key Responsibilities:

• Provide analysis of internally and externally managed portfolios.

• Provide regular reporting & analysis for investments, summarized as follows:

  • Daily & weekly portfolio reviews.

  • Monthly performance reports.

  • Quarterly investment report to the Board of Directors.

• Perform research projects to identify and analyze investment themes and ideas.

• Assist in the evolution of processes related to investments.

• Use Bloomberg terminal reporting to facilitate holding specific and portfolio level analysis.

• Annual review of Investment Policy Statements.

• Assist in sourcing and implementing new tools to further improve and automate processes.

• Interface with Ocean Capital’s investment managers and advisors on a regular basis.

• Ensure investments are in compliance with Investment Policy Statements.

• Stay current with economic and market news and grow in understanding of financial markets.

Required Education & Experience:

• Undergraduate and/or graduate degree in Finance or related fields.
• 3-5 years of experience in investment / financial markets.
• Currently enrolled or an interest in enrolling in the CFA program.
• Experience with Bloomberg terminals will be considered an asset.
• Experience in Private Equity and Alternatives and engaging with these managers would be an asset.
• Proficiency in programming languages such as Python, R, or similar relevant to finance would be an asset.
• Strong comfort level with investment software and evolving technology.
• Demonstrated interest in Investing and Financial Markets.
• Analytical thinker with an aptitude for numbers and mathematics.
• Strong communication skills, both written and verbal.
• Excellent attention to detail and quality of data.
• Skilled in establishing and maintaining effective working relationships with others.
• Ability to work and think independently.