Investor Coverage Support Analyst

ONEX; Toronto; On-site; CAD 50,000 - 70,000; Full time

Job summary

A global investment firm in Toronto is seeking an Analyst to support client coordination and relationship management. The ideal candidate will demonstrate strong organizational and collaborative skills, with proficiency in Microsoft Office and CRM systems. Applicants should have 1–3 years of experience in financial services and a commitment to professionalism. This role promotes teamwork and communication within the Investor Coverage team.

Qualifications

• 1–3 years of relevant experience in financial services, investor relations, or client service.
• Ability to manage competing deadlines and maintain confidentiality.
• Professional maturity and readiness to learn.

Responsibilities

• Assist with research and prepare briefing materials.
• Maintain CRM systems with client information.
• Coordinate schedules and meeting logistics.
• Support preparation of investor events and presentations.
• Monitor industry news for team updates.

Skills

Organizational skills

Attention to detail

Collaboration

Service orientation

Tools

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

CRM systems

Job description

A global investment firm in Toronto is seeking an Analyst to support client coordination and relationship management. The ideal candidate will demonstrate strong organizational and collaborative skills, with proficiency in Microsoft Office and CRM systems. Applicants should have 1–3 years of experience in financial services and a commitment to professionalism. This role promotes teamwork and communication within the Investor Coverage team.