Investment Solutions Analyst

Walter Capital Management Inc.; Montreal; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a motivated Investment Solutions Analyst to enhance their growth strategy. This exciting role involves client servicing, investment solutions implementation, and operational improvements. You will collaborate with skilled professionals, monitor market trends, and ensure compliance with regulations. The company offers a supportive environment with a focus on employee development, competitive compensation, and modern office amenities. If you are passionate about finance and innovation, this opportunity is perfect for you.

Benefits

Private gym with amenities

Easy public transport access

Snacks and fresh fruit

Barista-style coffee

Employee development programs

Competitive compensation

Qualifications

• 2-5 years of relevant experience in investment solutions.
• Strong understanding of financial markets and investment strategies.

Responsibilities

• Collaborate with EVP to optimize workflows and enhance operational processes.
• Prepare detailed reports, presentations, and client proposals.

Skills

Analytical Skills

Problem-Solving Skills

Communication Skills (French and English)

Financial Market Understanding

AI Tools Utilization

Education

Undergraduate Diploma in Finance

Progress towards CFA designation

Tools

Microsoft Office Suite

Job description

POSITION: Investment Solutions Analyst
STATUS: Permanent – Full-time
LOCATION:Westmount, Montreal
REPORTS TO:EVP, Walter Capital Management

COMPANY OVERVIEW:

Walter offers a very professional and fulfilling working environment where people take pleasure in all they do. At Walter Capital Management, you will have the opportunity to thrive in the asset management industry and collaborate with other passionate and highly skilled professionals, where your knowledge and skills can be demonstrated and allow you to shine. We offer innovative investment strategies through our public markets and private equity teams, complemented by the alternative strategies offered by our affiliates.

POSITION OVERVIEW:

We are seeking a highly motivated and skilled Investment Solutions Analyst to join our growing team. This role is pivotal in driving our growth strategy and will focus on client servicing, investment solutions implementation and automation, financial market intelligence, and operations. The ideal candidate should be a self-starter with strong interpersonal and analytical skills, a good understanding of financial markets and experience or capabilities in utilizing AI tools to drive operational improvements and innovation.

KEY RESPONSABILITIES:

Collaborate with the EVP to optimize workflows, to enhance operational processes, and to ensure seamless implementation of investment solutions & clients onboarding.

• Prepare detailed reports, presentations, marketing materials and client proposals.
• Monitor market trends and provide insights about the competitive investment landscape.
• Support operational activities related to portfolio management.
• Ensure compliance with regulatory requirements and internal policies.

QUALIFICATIONS:

You should have between 2 and 5 years of relevant experience, but exceptional candidates will also be considered.

• Undergraduate university diploma in Finance, Economics, Business, or a related field.
• Progress towards CFA designation is highly desirable.
• Strong understanding of financial markets and investment strategies.
• Excellent analytical and problem-solving skills.
• Exceptional communication and interpersonal skills in French and English.
• Proficiency in Microsoft Office Suite
• Understanding of AI tools related to the investment landscape

WHY JOIN THE TEAM?

• Renowned growing SME that promotes employee development
• Competitive compensation
• Modern offices including a private gym with amenities (showers and lockers)
• Easy public transport access (next to Atwater station)
• Snacks, fresh fruit, barista-style coffee
• And much more!

Our Walter business units bring passion to everything they do, and foster relationships based on trust, integrity, respect, and fairness.

We thank all candidates for their interest towards Walter Capital Management. Only selected candidates for an interview will be contacted.