Investment Analyst

Vaco by Highspring; Burlington; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading company is seeking an Investment Finance Analyst to support month-end close, cash management, and performance analysis. The ideal candidate should have a university degree and a CPA/CFA, along with strong analytical and communication skills for presenting to senior management. This role provides a competitive hourly rate and opportunities within a diverse and inclusive environment.

Qualifications

• 2-3 years of experience in investment finance or asset management.
• Strong analytical skills with a results-oriented mindset.

Responsibilities

• Supports month-end close process and analyzes performance returns.
• Collaborates with fund managers and the investment accounting team.
• Assists with cash management and cash flow forecasting.

Skills

Analytical skills

Communication skills

Education

University degree

CPA / CFA

Job description

Supports investment finance team with month-end close process.

Analyzes and provides performance return information (e.g., IRR, total return, etc.).

Works with portfolio fund managers and provides necessary analysis.

Liaises with cross-functional teams to support specific transactions and ensures proper accounting treatment for financial reporting.

Assists with quarterly forecasts, variance analysis, and prepares decks for senior management.

Assists with cash management and cash flow forecasting.

Collaborates with the investment accounting team on monthly position reports.

About You

• University degree; accounting designation preferred.
• 2-3 years of experience; CPA / CFA preferred.
• Experience in investment finance, asset management, or fund reporting.
• Strong analytical skills and results-oriented mindset.
• Excellent communication skills for presenting to senior management.

Pay Rate

$40 per hour.

How to Apply

Click the “Apply Now” button and follow instructions to submit your resume. Only MS Word or Rich Text formats accepted. Reference #449409.

Must reside in the Greater Toronto Area and be permitted to work in Canada. A recruiter will contact qualified candidates.

Diversity and Equal Opportunity

Vaco by Highspring values diversity and encourages applications from women, minorities, LGBTQ+ individuals, persons with disabilities, veterans, and others.

EEO Notice

Vaco by Highspring is an Equal Opportunity Employer, committed to inclusion and providing reasonable accommodations for persons with disabilities.

Privacy and Rights Notices

We respect your privacy and provide access to our policies. Residents of various states and countries can access specific policies and notices provided.

Pay Transparency

The salary depends on skills, experience, location, and organizational needs. The range provided is an estimate, and bonuses may be available.