Investment Analyst, Alternative Assets

Westerkirk Capital; Victoria; On-site; CAD 80,000 - 100,000; Full time

Benefits offered by this job

Extended health & dental

Virtual healthcare

RRSP matching

Workperks membership

Job summary

Westerkirk Capital Inc. in Victoria, BC is seeking an Investment Analyst, Alternative Assets to support the development and execution of the firm's private markets program. This role involves business analysis, due diligence, investment selection, and reporting.

You will work with the Senior Portfolio Manager and cross-functional teams to source opportunities, model investments, and prepare memos, while helping build investment infrastructure for growing portfolios.

Qualifications

• Bachelor's Degree with finance/investing/consulting experience.
• Progress toward CIM, CFA, CPA, CBV, or CAIA is asset.
• Strong quantitative, analytical and financial modelling skills.
• Rigorous attention to detail and organizational ability.

Responsibilities

• Support ongoing development, implementation and execution of the alternative assets strategy.
• Oversee investments across private equity, venture, infra, with external consultants.
• Develop and refine investment selection frameworks and processes.
• Source, research and support investment opportunities in private markets.
• Assist in underwriting: financial modelling, due diligence, memos, research collaboration.
• Monitor existing fund commitments and co-investments for alignment with goals.
• Prepare analysis and reporting on performance of investments.
• Collaborate on proposals to improve risk-adjusted returns and manage costs.
• Coordinate with Finance, Legal, Investment Ops and external professionals on accounting and reporting.

Skills

Quantitative analytics

Financial modelling

Analytical thinking

Attention to detail

Communication skills

Education

Bachelor's degree in finance/investment/consulting

Progress toward CIM/CFA/CPA/CBV/CAIA

Job description

Full-Time 40 Hours a Week

Salary Range: $80,000-$100,000

The posted salary range reflects varying levels of experience, from emerging professionals to those with several years of relevant experience. While the full range represents the potential earnings for the role, it is not typical for new hires to start at the top of the range. Placement within the range is based on qualifications, experience, and alignment with internal equity.

Westerkirk Capital Inc. (‘WCI’), a private investment company based in Victoria, BC is seeking an Investment Analyst, Alternative Assets. The organization is a single-family office managing assets via internal direct and third-party/external managers across a variety of portfolios and asset classes including fixed income, public equity, private equity, hedge funds, infrastructure, and real estate.

The Investment Analyst, Alternative Assets will be involved in business analysis, due diligence, investment selection, and investment reporting. In addition, the successful incumbent will play a key role in assisting with the development of a growing investment team and supporting the build-out of key investment infrastructure elements for our portfolios and platforms.

KEY ACCOUNTABILITIES

Supporting the Senior Portfolio Manager, Alternative Investments, and the broader Alternative Investments team in the following key areas:

• Supporting the ongoing development, implementation, and execution of the alternative assets strategy.
• Assisting in the oversight of investments across alternative asset classes (private equity, venture, infrastructure), including the engagement and coordination of external consultants and the onboarding of approved managers.
• Challenging and assisting in the development of investment selection frameworks and processes.
• Sourcing, researching, and supporting the recommendation of investment opportunities in private markets, including primary fund commitments and co-investments.
• Supporting the underwriting process for new opportunities, including (i) financial and business modelling; (ii) due diligence of investment opportunities; (iii) preparing investment memos; and (iv) collaborating with other team members on investment research.
• Supporting the monitoring of existing fund commitments and co-investments to ensure ongoing alignment with strategy and stated goals.
• Preparing analysis and reporting on the performance of existing investments.
• Collaborating on proposals to enhance the risk‑adjusted performance of the overall alternative assets portfolio, with attention to costs, risks, and after‑tax returns.
• Collaborating with Finance, Legal, Investment Operations, and external professionals on issues related to financial accounting, onboarding, and reporting of Westerkirk’s investments.
• Preparing and presenting ad hoc analysis and research.

QUALIFICATIONS, SKILLS & ABILITIES:

• Bachelor's Degree with a minimum two years of finance, investing, and/or consulting experience.
• Progress towards CIM, CFA, CPA, CBV, or CAIA designations is an asset.
• Excellent quantitative, analytical, financial modelling, problem solving and organizational skills.
• Rigorous attention to detail.
• Knowledge of portfolio management and risk management principles and practices.
• Service-oriented, proactive self-starter, comfortable managing multiple priorities.
• Ability to maintain privacy and confidentiality at all times, exercise diplomacy, discretion and respect boundaries.
• Excellent communication (both written and verbal) and solid interpersonal skills that allow one to work effectively in a diverse working environment.
• Ability to liaise and communicate effectively with all levels of executive, staff, and external stakeholders.
• Ability to work under pressure and adapt to changing business needs.
• Ability to cultivate partnerships and work collaboratively in a team environment with both internal and external partners.
• Honesty and a commitment to upholding the highest ethical standards.

Benefits and Compensation

• comprehensive extended health and dental benefits
• virtual healthcare
• an RRSP matching program
• a Workperks membership

Westerkirk Capital Inc. is an equal opportunity employer and encourages women, Aboriginal people, persons with disabilities, and members of visible minorities to apply. Westerkirk Capital Inc. will accommodate the needs of applicants with disabilities throughout all stages of the selection process. If you need accommodation during the recruitment process, please advise your Human Resources representative. Information relating to the need for accommodation and accommodation measures will be addressed confidentially.