Portfolio Analytics & Asset Management Analyst

Starlight Investments; Canada; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading investment firm in Canada is seeking an Analyst to manage portfolio-wide operational and financial reporting. You will consolidate and analyze financial data, assist in budget preparations, and provide quarterly reports. The ideal candidate holds a Bachelor’s degree in Commerce or Business Administration and has strong skills in MS Excel and presentation. Experience in real estate is a plus. This role demands multitasking and tight deadline management within a client-focused environment.

Qualifications

• Bachelor’s degree in Commerce, Business Administration or similar education.
• Experience in real estate or related field is an asset.
• Excellent computer skills with MS Excel, Word, PowerPoint.

Responsibilities

• Consolidate and analyze financial data for reporting and operational metrics tracking.
• Assist in the preparation of quarterly reports and annual budget presentations.
• Work closely with Asset Managers to facilitate decision making.

Skills

Financial data analysis

MS Excel

Presentation skills

Interpersonal skills

Multi-tasking

Education

Bachelor’s degree in Commerce or Business Administration

Tools

Anaplan

Yardi

VBA

Job description

A leading investment firm in Canada is seeking an Analyst to manage portfolio-wide operational and financial reporting. You will consolidate and analyze financial data, assist in budget preparations, and provide quarterly reports. The ideal candidate holds a Bachelor’s degree in Commerce or Business Administration and has strong skills in MS Excel and presentation. Experience in real estate is a plus. This role demands multitasking and tight deadline management within a client-focused environment.