Investment Analyst

Valsef Group; Brampton; On-site; CAD 60,000 - 80,000; Full time

Job summary

A family office in Canada is seeking an ambitious Investment Analyst. You will gain hands-on experience evaluating companies and analyzing markets. This entry-level role involves supporting idea generation, financial modeling, and conducting deep-dive research, while working closely with seasoned professionals. Ideal candidates will have 1-3 years of relevant experience and strong analytical skills. Excellent communication abilities are essential as you'll present analysis to senior team members.

Qualifications

• 1–3 years of experience in investment banking, sell-side, buy-side, or technical/analytical field.
• Demonstrated passion for investing and disciplined capital management.
• Excellent analytical, research, and problem-solving skills.

Responsibilities

• Support idea generation, financial modeling, and coverage of investment opportunities.
• Assist in preparing investment committee presentations and updates.
• Conduct deep-dive research and analysis on companies and markets.

Skills

Excel modeling

Financial analysis

Analytical skills

Effective communication

Programming skills (Python, R)

Tools

Bloomberg

Capital IQ

Job description

Overview

Valsef Capital, a member of the Valsef Group, runs a high-conviction, concentrated, long-short equity strategy. We conduct deep, bottoms-up research to identify and partner with the world’s best owner-operators. Our flexible global mandate is agnostic to both geography and market capitalization and is centered around exploiting the benefits of our permanent capital base while exercising diligent risk and portfolio management.

Valsef Group

Valsef Group is a family office headquartered in Montreal, Canada. Established in 2011, the firm invests its capital across a range of industries, including online, vertical market software companies to publicly traded equities.

Role Description

We’re looking for an ambitious Investment Analyst to join our investment team and directly influence real capital allocation. In this role, you’ll gain hands-on experience evaluating companies, analyzing markets, and building robust investment frameworks. You’ll contribute to portfolio strategy, prepare investment committee materials, and support risk management decisions—working closely with seasoned professionals in a collaborative, high-performance environment. This is a unique opportunity to deepen your investment expertise while making a tangible impact on real-world investment decisions.

Key Responsibilities

• Support idea generation, financial modeling, and ongoing coverage of investment opportunities.
• Contribute to the creation and maintenance of investment frameworks, tools, and reports.
• Assist in preparing investment committee presentations, updates, and pitch materials.
• Conduct deep-dive research and analysis on companies, industries, and markets.
• Help with portfolio management activities, including position sizing and risk monitoring.

Qualifications & Requirements

• 1–3 years of experience in investment banking, sell-side, buy-side, or a technical / analytical field.
• Strong Excel modeling, PowerPoint, and financial analysis skills; experience with Bloomberg, Capital IQ, or similar tools.
• Basic programming skills (e.g., Python, R) are a plus.
• Demonstrated passion for investing and experience managing personal capital with a disciplined approach.
• Excellent analytical, research, and problem-solving skills, with high attention to detail.
• Effective communication skills and ability to present analysis clearly to senior team members.

Note: If you’re ready to grow as an investor and make a real impact, we’d like to hear from you.

Roles and Employment Details

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Analyst
• Industries: Venture Capital and Private Equity Principals, Financial Services, and Investment Management

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