Senior Associate, Investment Portfolio Monitoring

Innocap; Montreal; On-site; CAD 70,000 - 110,000; Full time

Job summary

Innocap, a leading firm in managed account platform services, seeks a Senior Associate for Investment Portfolio Monitoring. This role involves monitoring portfolios, conducting data analysis, and preparing presentations while collaborating with client teams. Candidates should hold relevant higher education, possess mid-level financial services experience, and excel in analytical skills, especially in both French and English.

Qualifications

• Mid-level experience in investment management, pension funds, or financial services.
• Experience in reporting and management reporting.
• Knowledge of absolute return strategies, performance measurement, and risk metrics.

Responsibilities

• Monitor and provide insightful analysis of client’s absolute return portfolio.
• Develop insights on portfolio’s risk and return profiles.
• Prepare quarterly portfolio reviews for committee presentations.

Skills

Analytical

Detail-oriented

Resourceful

Excellent communication skills

Education

Higher education in a relevant field

CFA designation

Job description

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About Innocap

Innocap is the world’s leading firm of managed account platform services. With over US$85 billion in assets under management, over 450 employees and offices in five countries, we are shaping the future of alternative investments for institutional owners and allocators. Our mission is to revolutionize the asset management industry and to provide customized expert services and an exceptional client experience.

About The Role

Innocap's Investment Team is looking for a Portfolio Monitoring Specialist who is enthusiastic about using data to tell stories and solve problems. The Specialist will be responsible for monitoring and providing insightful analysis of key aspects of the client’s absolute return portfolio. The primary responsibilities include :

• Develop a deep understanding of managers’ investment strategies by assisting in investment due diligence on new funds and co-investment opportunities.
• Develop insights on portfolio’s risk and return profiles, understand hedge fund manager investment rationales, and deliver actionable analysis to clients.
• Partner with the Portfolio Analytics Team to drive analytical solutions and market research.

Develop Strong Client Engagement

• Use data to tell compelling stories and create impactful visual displays of information.
• Collaborate with client coverage teams to identify new investment opportunities.

Build Robust Monitoring Processes

• Monitor the portfolio daily to ensure alignment with investment strategy.
• Prepare quarterly portfolio reviews for committee presentations.
• Deliver presentations to stakeholders.

Qualifications & Skills

• Higher education in a relevant field or equivalent experience.
• CFA designation is a plus.
• Mid-level experience in investment management, pension funds, or financial services.
• Experience in reporting and management reporting.
• Knowledge of absolute return strategies, performance measurement, and risk metrics.
• Experience in hedge fund selection and monitoring is preferred.
• Analytical, detail-oriented, curious, resourceful, and able to answer challenging questions.
• Excellent communication skills in French and English.

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Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance and Sales

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