Investment Analyst

OBSI - Ombudsman for Banking Services and Investments; Toronto; Hybrid; CAD 100,000 - 125,000; Full time

Job summary

A public service organization in Toronto seeks an Investment & Business Intelligence Analyst to analyze consumer complaints and conduct financial analyses. The ideal candidate has strong financial analysis skills and experience with Bloomberg/Eikon. Flexibility in work arrangements is available, and the position offers a competitive rewards package.

Benefits

Comprehensive group benefits program

Company contributed pension program

Career progression opportunities

Qualifications

• Advanced financial analysis skills and experience.
• Strong command of Microsoft Excel.
• Enrollment in CFA program is an asset.

Responsibilities

• Analyze consumer complaints for case resolutions.
• Conduct qualitative and quantitative analyses.
• Identify issues and quantify damages.

Skills

Financial analysis skills

Knowledge of capital markets

Bloomberg/Eikon experience

Microsoft Excel proficiency

Communication skills

Education

Enrollment in Chartered Financial Analyst program

Tools

Bloomberg

Eikon

Microsoft Excel

Job description

Overview

Are you a talented investment analyst with strong knowledge of the capital markets and interested in public service, contributing to financial fairness and justice? We are currently looking for an Investment & Business Intelligence Analyst to join our ombudsman team.

Ombudsman for Banking Services and Investments (OBSI) is an organization of highly skilled professionals inspired by a public service mission. OBSI makes a difference in people’s lives every day and helps to ensure a fair, effective and trusted financial system for everyone.

Responsibilities

• The Investment & Business Intelligence Analyst plays a critical role in the analysis of consumer complaints, which is integral to achieving fair and reasonable case resolutions.
• The Analyst conducts qualitative and quantitative analyses by assessing consumer investments and portfolios and comparing this to a consumer’s risk tolerance and investment objectives.
• If issues are identified, the analyst is responsible for quantifying damages.
• To assist in their analysis, the analyst will be required to use Bloomberg, Eikon and Microsoft Excel.
• To be successful in this role, Analysts should have advanced financial analysis skills and experience, knowledge of capital markets and investment products, experience using Bloomberg/Eikon, strong command of Microsoft Excel and superior communication skills.
• Enrollment in the Chartered Financial Analyst program with the completion of level I will be considered an asset.

Work Environment & Location

OBSI provides a workplace that values and respects people from diverse backgrounds, talents and experiences which makes OBSI success possible. Candidates residing in the Greater Toronto Area will be considered and flexible work arrangements are possible.

Compensation & Career Growth

OBSI offers a competitive total rewards package including strong base pay, variable incentive programs, comprehensive group benefits program and a company contributed pension program.

Development

OBSI invests in employees by offering career progression and opportunities for learning and development.

Join Us

Become a part of a world class ombudsman organization that all Canadians can be proud of.

Equity & Accessibility

OBSI strives to provide equal opportunity to qualified individuals with all abilities and, as such, we are committed to offering reasonable accommodation during the hiring process. If you require special assistance or accommodation, please contact Human Resources at [e-mail].

How to Apply

For additional details and qualifications about our Investigator roles or to apply for this position, please visit our website at www.obsi.ca/careers.