Senior Analyst – Asset Management

Lock Search Group; Toronto; On-site; CAD 80,000 - 120,000; Full time

Job summary

A reputable investment management firm located in Toronto is seeking a Senior Analyst to enhance their research and portfolio strategy team. The candidate will conduct deep fundamental research, build financial models, and provide investment recommendations to senior managers. Ideal applicants should have over 5 years of experience in asset management or related fields, demonstrating strong quantitative skills and excellent communication abilities.

Qualifications

• 5+ years of relevant experience in asset management, investment banking, or equity research.
• Strong quantitative background with a degree in Finance, Economics, Mathematics, Physics, or related field (CFA designation highly valued).
• Proven track record of delivering insightful, actionable investment analysis.
• Excellent communication skills and ability to present complex information in a clear, compelling way.
• Entrepreneurial mindset and a desire to grow in a high-performance culture.

Responsibilities

• Conduct deep fundamental research on companies, sectors, and industries to identify investment opportunities.
• Build and maintain advanced financial models, including cash flow analysis, valuations, and scenario testing.
• Monitor macroeconomic indicators, regulatory changes, and industry trends to inform investment theses.
• Prepare and deliver clear, well-supported investment recommendations to senior portfolio managers.
• Leverage tools such as Bloomberg, FactSet, Excel, VBA, or Python to enhance research and analysis.

Job description

Senior Analyst – Asset Management
(Toronto, ON)

Our client, a highly regarded investment management firm, is looking for a Senior Analyst to strengthen its research and portfolio strategy team. This role will suit someone who thrives in a data-driven, intellectually rigorous, and collaborative environment.

What You’ll Do

• Conduct deep fundamental research on companies, sectors, and industries to identify investment opportunities.
• Build and maintain advanced financial models, including cash flow analysis, valuations, and scenario testing.
• Monitor macroeconomic indicators, regulatory changes, and industry trends to inform investment theses.
• Prepare and deliver clear, well-supported investment recommendations to senior portfolio managers.
• Leverage tools such as Bloomberg, FactSet, Excel, VBA, or Python to enhance research and analysis.

What We’re Looking For

• 5+ years of relevant experience in asset management, investment banking, or equity research.
• Strong quantitative background with a degree in Finance, Economics, Mathematics, Physics, or related field (CFA designation highly valued).
• Proven track record of delivering insightful, actionable investment analysis.
• Excellent communication skills and ability to present complex information in a clear, compelling way.
• Entrepreneurial mindset and a desire to grow in a high-performance culture.

This is an outstanding opportunity to join a firm where analysts have a real voice in investment decisions and exposure to senior leadership.

Thank you in advance for your interest. Only individuals deemed to have the skill set and experience to fit the role will be contacted. Applicants must be legally entitled to work in Canada without sponsorship.

We are equal opportunity and affirmative action employers that do not discriminate on the basis of race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or veteran status, or any other characteristic protected by law. Our policy applies to all terms and conditions of employment. Accommodation is available for applicants with disabilities upon request.