Investment Analyst

J.W. McConnell Foundation; Montreal; On-site; CAD 73,000 - 85,000; Full time

Job summary

An innovative foundation is seeking a dedicated Investment Analyst to join their dynamic team focused on addressing climate change and community resilience. In this role, you will conduct due diligence, manage investment portfolios, and contribute to impactful reporting. The foundation is committed to building a 100% impact investment portfolio and implementing a Net Zero Carbon Action Plan. With a strong emphasis on collaboration and inclusion, this position offers a unique opportunity to make a meaningful difference in sustainable finance and impact investing within Canada. If you are passionate about societal and environmental change, this role is perfect for you.

Benefits

Generous, fully paid benefits

Health spending account

Employee Assistance programs

Virtual Medicine programs

Hybrid working conditions

Home office allowance

Immediate vacation access (four weeks per year)

Paid holiday time off

Qualifications

• Minimum 3 years' experience in sustainable finance or impact investing.
• Familiarity with public and private investment asset classes.

Responsibilities

• Support investment team with due diligence and data analysis.
• Monitor and evaluate financial and impact performance of investments.

Skills

Data Analysis

Impact Reporting

Portfolio Management

Communication Skills

Bilingualism

Due Diligence

Analytical Skills

Education

Bachelor's degree in Finance or Sustainable Investing

Postgraduate education (MBA, CFA, CPA)

Tools

Excel

Job description

The successful candidate to join a dynamic team that supports diverse and innovative approaches to addressing climate change, reconciliation and community resilience.

Location

Remote employees must reside in Canada full-time.

Employment type

Full-time temporary (12 months)

Position Summary

The Investment Analyst will work closely to support the investment team with due diligence on investments, including data analysis, quarterly reporting, and impact and portfolio management. Your role will involve contributing to investment and impact reporting, all while supporting the team's overall goals and initiatives as we make progress towards our goals of building a 100% impact investment portfolio and implementing our Net Zero Carbon Action Plan.

Director, Investments

73,800.00

Core Responsibilities

Portfolio Management and Due Diligence

• Assists in all aspects of investment sourcing, research, due diligence and completion of investment transactions.
• Manages a portfolio of investments, including building and maintaining relationships with portfolio fund managers, and monitoring and evaluating financial and impact performance of investments.
• Assists the Investment Director and Chief Investment Officer in preparing the operating budget.
• Reviews management fee invoices, expense reports and payables.
• Oversees operational transactions, account balances and correspondence for a portfolio of investments

Monitoring and Reporting

• Monitors and provides oversight of the Foundation’s impact investing practices and investment portfolio.
• Support the Investment Team in further developing and delivering its approach to impact reporting across several internal and external stakeholders (incl. Board, external audiences) and products (McConnell’s Annual Report, McConnell’s Impact Report annual carbon emissions assessment, and annual UNPRI reporting).
• Assists in the preparation, and presentation of, quarterly investment reports for the Impact Advisory Committee (IAC), the Investment Committee (IC), and the Board.

Crosscutting Responsibilities

• Collaborate with all members of the investment team to drive optimum impact and effectiveness.
• Contribute to supporting the growth of impact investing within the philanthropic sector and Canada through engagement by liaising with external partners and stakeholders.
• Develops and recommends enhancements to investment portfolio performance measurement from both financial and impact perspectives.
• Assists with compliance and supports in preparing for the annual audit, regulatory filings and investment accounting.

Position requirements

• Bachelor’s degree in a relevant field such as finance or sustainable investing.
• Minimum 3 years' experience within the sustainable finance or impact investing field.
• Relevant postgraduate level education or professional credentials (MBA, CFA, CPA) is an asset.
• Familiarity and experience completing due diligence and executing investment transactions across public and / or private investment asset classes.
• Proficiency in Excel, encompassing modeling, charting, and data analysis and visualization.
• Excellent communications and interpersonal skills.
• Functional bilingualism (B2 on the global scale in both languages).
• Demonstrated commitment to positive societal and environmental change.
• Demonstrates commitment to justice, equity, diversity, inclusion and accessibility.

Professional skills and attributes

• Alignment with the Foundation’s values and mission and familiarity with the Foundation’s programmatic areas of focus : climate, communities and Indigenous reconciliation.
• High level of professionalism, integrity, discretion, rigour, and transparency.
• Flexible, collaborative, willing to adapt to changing priorities.
• Interest in due diligence, impact management and portfolio construction in Canada and / or international markets.
• A self-starter with the ability to work autonomously, while informing and engaging colleagues as needed.
• Possesses analytical skills, accountability, strong organizational abilities, meticulous attention to detail, and a self-starter mindset.
• Fluent in articulating investment and impact investing concepts in a written format.
• Generous, fully paid benefits and a health spending account
• Employee Assistance and Virtual Medicine programs
• Hybrid working conditions and home office allowance
• Immediate vacation access, (four weeks per year) and paid holiday time off

The McConnell Foundation is working towards strengthening our culture of inclusion and strives to build a team that reflects our mission for a more inclusive, resilient and sustainable society. We encourage applications from Indigenous people, Black people, racialized people, women, non-binary and gender nonconforming people, people from the 2SLGBTQQIA community, people with disabilities (visible and invisible) and newcomers to Canada.

Our work environment and hiring process is inclusive and accessible to anyone with unique needs in terms of accessibility and accommodations. We will support you throughout the life cycle of your employment with us. If you require any accommodation in the hiring process, please email[emailprotected] so that we can create the necessary conditions so that you can participate fully in the hiring process. All information received in relation to accommodation will be kept confidential.

The information collected in your candidacy, such as your first and last name, your resume, your address, your phone number and your email address, allow the McConnell Foundation to contact you, to transmit information and to process your application. For all information related to our privacy policy, such as the right to remove your information, please visit our website : Privacy - McConnell Foundation