Analyst, Investor Coverage Support, CPS

ONEX; Toronto; On-site; CAD 50,000 - 70,000; Full time

Job summary

A global investment firm in Toronto is seeking an Analyst to support client coordination and relationship management. The ideal candidate will demonstrate strong organizational and collaborative skills, with proficiency in Microsoft Office and CRM systems. Applicants should have 1–3 years of experience in financial services and a commitment to professionalism. This role promotes teamwork and communication within the Investor Coverage team.

Qualifications

• 1–3 years of relevant experience in financial services, investor relations, or client service.
• Ability to manage competing deadlines and maintain confidentiality.
• Professional maturity and readiness to learn.

Responsibilities

• Assist with research and prepare briefing materials.
• Maintain CRM systems with client information.
• Coordinate schedules and meeting logistics.
• Support preparation of investor events and presentations.
• Monitor industry news for team updates.

Skills

Organizational skills

Attention to detail

Collaboration

Service orientation

Tools

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

CRM systems

Job description

Company Overview

Onex is an investor and asset manager that invests capital on behalf of Onex shareholders and clients across the globe. Formed in 1984, we have a long track record of creating value for our clients and shareholders. Onex became a public company in 1987 and is listed on the Toronto Stock Exchange under the symbol ONEX. Onex’ two primary businesses are Private Equity and Credit. In Private Equity, we raise funds from third‑party investors and invest them, along with Onex’ own investing capital, through the funds of our private equity platforms: Onex Partners and ONCAP. Similarly, in Credit, we raise and invest capital across several private credit, liquid credit and public equity strategies.

Our investors include a broad range of global clients, including public and private pension plans, sovereign wealth funds, insurance companies, family offices and high net worth individuals. Onex has $55.9 billion in assets under management, of which $8.4 billion is Onex’ own investing capital. We generate value for our shareholders through two segments: Investing and Asset Management.

The Opportunity

The position requires strong organizational skills, attention to detail, and the ability to manage multiple priorities in a fast‑paced environment. This individual will work closely with Relationship Managers and Executive Assistants to coordinate schedules, logistics, and follow‑up activities, helping ensure seamless client coverage and team collaboration.

Teamwork and communication are essential to success in this role, as the Analyst will partner with colleagues across geographies and strategies to deliver timely and accurate support. This person will be based in Toronto.

Key Responsibilities

• Assistwithresearchandthepreparationofbriefingmaterials,clientbackgrounders,andmeetingnotes.
• UpdateandmaintainCRMsystemswithaccurateandtimelyclientinformation.
• PartnerwithExecutiveAssistantsandRelationshipManagerstocoordinateschedules,meetinglogistics,andfollow-ups.
• Supportthepreparationofinvestorevents,roadshows,andinternalpresentations.
• CollaboratewithcolleaguesacrossCoverageandProjectManagementonresearch,datacollection,andcoordinationtasks.
• Monitorindustryandclient-relatednewstoproviderelevantupdatestotheteam.

Candidate Profile

The ideal candidate will bring a strong service orientation, professionalism, and a collaborative spirit to the Investor Coverage team. This individual will:

• Thrive in a collaborative team environment by openly sharing information, supporting colleagues, and working toward common objectives.
• Maintain discretion and professionalism when handling sensitive or confidential information.
• Exhibit a solutions‑oriented mindset, raising questions and offering ideas that improve efficiency and impact.

Additional Requirements

• 1–3 years of relevant experience in financial services, investor relations, client service, or a related field.
• Highly organized and detail‑oriented, with the ability to manage competing deadlines.
• Proficiency with Microsoft Office Suite (Excel, PowerPoint, Word) and familiarity with CRM systems and AI tools.
• Collaborative mindset with the ability to work effectively in a team‑oriented environment.
• Professional maturity, integrity, and eagerness to learn and grow within the Client and Product Solutions team.

Onex is an equal opportunity employer. We are committed to providing equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, veteran status, or any other characteristic protected by applicable law. Onex is committed to fostering an inclusive and accessible workplace. If you require accommodations at any stage of the recruitment process, please contact [e-mail].

Applicants must be legally entitled to work in the country where the role is based, or eligible for any necessary work authorization or permit.