Senior Associate, Investment Portfolio Monitoring

Innocap Inc.; Montreal; Hybrid; CAD 70,000 - 100,000; Full time

Job summary

A leading firm in managed account platform services seeks a Portfolio Monitoring Specialist in Montreal. The role focuses on analyzing client investment portfolios, developing insights, and building robust monitoring processes. Candidates should possess relevant educational background, preferably with a CFA designation, and have strong analytical and communication skills.

Benefits

Flexible hybrid work

Collaborative and innovative culture

Focus on service excellence

Qualifications

• Work experience in reporting roles within investment management, pension funds, or financial services.
• Knowledge of absolute return strategies and performance measurement metrics.
• Exceptional verbal and written communication skills in French and English.

Responsibilities

• Monitor the absolute return portfolio daily and ensure alignment with investment strategy.
• Prepare quarterly reviews and deliver presentations to stakeholders.
• Collaborate with the Portfolio Analytics Team on market research.

Skills

Analytical

Attention to detail

Communication

Education

Higher education in relevant field

CFA designation

Job description

Senior Associate, Investment Portfolio Monitoring page is loaded

Apply locations Montreal time type Full time posted on Posted 6 Days Ago job requisition id JR100036

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.

We are seeking forward-thinking individuals to join us on our exciting journey. Innocap’s success is built on the diversity of our people and the strength of their ambitions. We empower our teams and foster a culture of inclusivity, collaboration, innovation, and growth. At Innocap, you'll have the opportunity to enhance your career, work on exciting projects, and make a real impact.

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. Within the Investment department, the Portfolio Monitoring Team delivers actionable insights and advanced portfolio analytics to support client investment decision-making and portfolio oversight. The Specialist will be responsible for monitoring and providing insightful analysis of key aspects of the client’s absolute return portfolio. The Senior Associate’s primary responsibilities include to :

Enhance the client selection, allocation, and monitoring process :

Develop a deep understanding of manager’s investment strategies by assisting in the investment due diligence on new funds and co-investment opportunities.

Develop true insights on portfolio’s risk and return profiles, understand hedge fund manager investment rationales, and deliver actionable analysis to external clients.

Partner effectively with the Portfolio Analytics Team to drive analytical solutions and market research forward.

Use data to tell a compelling story and create impactful visual displays of quantitative and qualitative information.

Collaborate closely with lead client coverage to identify new absolute return investment opportunities.

Build robust monitoring processes :

Monitor the absolute return portfolio daily to ensure alignment between the investment strategy and expectations.

Prepare quarterly portfolio reviews for committee presentations.

Deliver presentations to stakeholders.

PRIMARY QUALIFICATIONS & SKILLS

Higher education in a relevant field or the equivalent combination of education and experience.

CFA designation is considered an asset.

Desired seniority : mid-level.

Work experience in reporting roles within investment management, pension funds, or financial services industries.

Experience in managing and reviewing periodic deliverables for management reporting.

Knowledge of absolute return strategies and the investment industry, such as performance measurement and key risk metrics.

Preference for candidates with experience in hedge fund selection, monitoring, or direct risk-taking across asset classes and strategies.

Analytical, detail- and accuracy-oriented, curious, and resourceful with a proven ability to answer challenging questions and work in a timely manner.

Exceptional verbal and written communication skills (French and English), with the ability to conceptualize and articulate ideas and information to internal and external stakeholders.

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At Innocap, we strive to create a workplace where everyone can thrive, innovate, and make a real impact.

Our culture is rooted in collaboration, entrepreneurial spirit, and a shared ambition to push boundaries.

A culture that values creativity, proactivity, and continuous growth

Flexible hybrid work for better balance

A strong focus on service excellence and meaningful partnerships

Joining Innocap means being part of a passionate team where innovation is encouraged, and every voice matters.

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