Investment Analyst

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

Job summary

A leading financial services firm seeks to enhance its investment finance team. The role involves supporting the month-end close process, analyzing performance returns, and collaborating with cross-functional teams. Ideal candidates will have a degree with a CPA/CFA, 2-3 years of relevant experience, and strong analytical and communication skills.

Qualifications

• 2-3 years of experience in investment finance or asset management.
• CPA or CFA designation preferred.
• Strong results-oriented mindset.

Responsibilities

• Supports month-end close process and financial reporting.
• Assists with cash management and forecasting.
• Provides analysis for senior management.

Skills

Analytical skills

Communication skills

Education

University degree

Accounting designation

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 investment accounting team to compile 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/hour

How to Apply

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

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

Equal Opportunity Employer

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

EEO Notice

Vaco by Highspring is committed to equal opportunity employment and provides reasonable accommodations for persons with disabilities. For accommodations, contact [emailprotected].

Applicants agree to truthful representation of their information and confidentiality regarding the process.

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Pay Transparency

The salary range depends on skills, experience, location, and organizational needs. Compensation may include discretionary bonuses.