Investment Analyst, Sagard Wealth/Analyste en Investissement, Sagard Patrimoine

Sagard; Toronto; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A leading investment management firm in Canada is seeking an Investment Analyst to join their investment team. The role involves conducting investment analysis across various asset classes, preparing detailed investment memos, and monitoring existing investments. Ideal candidates will have 1-3 years of experience in investment research, strong analytical and communication skills, and a degree in finance. Knowledge of both English and French is a plus. Join an entrepreneurial culture that values innovation and diversity.

Qualifications

• 1-3 years of direct experience in investment research and portfolio management.
• Strong analytical skills to evaluate complex investment opportunities.
• Proficiency in English and French is an asset.

Responsibilities

• Conduct in-depth analysis of investment opportunities across asset classes.
• Prepare investment memos and presentations for the investment committee.
• Monitor existing investments and prepare performance reports.

Skills

Analytical skills

Communication skills

Detail-oriented

Teamwork

Technologically savvy

Education

Degree in Finance or related discipline

Tools

Excel

Job description

Investment Analyst, Sagard Wealth

Location:

Montréal, Quebec, Canada; Toronto, Ontario, Canada

Position Overview:

Sagard Wealth is seeking an Investment Analyst to join their investment team, focusing on building a premier investment management offering for successful families across Canada.

Key Responsibilities:

• Conduct in-depth analysis of investment opportunities across various asset classes, including equities, fixed income, and alternative investments.
• Participate in manager selection processes, including screening potential managers, conducting due diligence meetings, and analyzing historical performance data.
• Prepare investment memos and presentations for the investment committee, summarizing key findings and recommendations.
• Monitor existing investments and external managers, preparing regular performance attribution reports and identifying any areas of concern.
• Contribute to the firm's asset allocation strategy by researching macroeconomic trends and their potential impact on different asset classes.
• Assist in preparing client-facing materials to explain investment strategies and performance.
• Contribute to the prototyping and development of analytics and other tools to enhance the team’s ability to implement and scale the use of new and innovative strategies.

Experience & Qualifications:

• Degree in Finance or a related discipline preferred; work experience and professional designations (such as CFA) may also be considered.
• 1-3 years of direct work experience in investment research and portfolio management at large institutional-quality asset management firms.
• Strong analytical skills with the ability to evaluate complex investment opportunities and strategies across various asset classes.
• Technologically savvy with advanced-level skills in data manipulation and processing, including advanced Excel skills.
• Exceptional communication skills, both verbal and written, with the ability to clearly articulate complex investment concepts to both technical and non-technical audiences.
• Proficiency in both English and French (written and verbal) is considered an asset.
• Strong attention to detail and ability to manage multiple projects simultaneously in a fast-paced environment。
• Demonstrated interest in financial markets and a passion for investment research.
• Self-starter who balances initiative with teamwork.
• Resourceful, agile, and able to adapt to changing circumstances.
• Positive, enthusiastic, self-motivated, and confident personality with strong problem-solving skills.
• Integrity and exceptional attention to detail, highly organized with the ability to maintain confidentiality.

Join Sagard:

Become part of a collaborative, entrepreneurial culture that values diversity, innovation, and excellence.