Specialist, Investment Portfolio Monitoring

Innocap; Montreal; On-site; CAD 70,000 - 100,000; Full time

Job summary

A leading firm in managed account platform services is seeking a Portfolio Monitoring Specialist to join their Investment Team. The role involves analyzing investment strategies, providing insights on portfolio performance, and engaging with clients to identify new opportunities. Ideal candidates will have relevant education, CFA designation, and strong analytical skills in both English and French.

Qualifications

• Mid-senior level experience in investment management or financial services.
• Experience with management reporting and market trends.
• Preferred experience in hedge fund selection and monitoring.

Responsibilities

• Monitor and analyze key aspects of clients’ absolute return investments.
• Provide insights on portfolio risk and return profiles.
• Collaborate with the Portfolio Analytics Team to develop analytical solutions.

Skills

Analytical skills

Communication skills

Language skills in English and French

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 monitor and analyze key aspects of clients’ absolute return investments, supporting investment decision-making and portfolio oversight. Responsibilities include :

• Developing understanding of investment strategies through due diligence on new funds and co-investments.
• Providing insights on portfolio risk and return profiles and understanding hedge fund manager rationales.
• Collaborating with the Portfolio Analytics Team to develop analytical solutions.
• Engaging with clients to identify new investment opportunities and create visual, impactful reports.

Qualifications & Skills

• Higher education in a relevant field or equivalent experience.
• CFA designation is an asset.
• Mid-senior level experience in investment management, pension funds, or financial services.
• Experience with management reporting and understanding of market trends and absolute return strategies.
• Experience in hedge fund selection and monitoring is preferred.
• Strong analytical, communication, and language skills in English and French.

Additional Information

• Seniority level : Mid-Senior level
• Employment type : Full-time
• Job function : Finance and Sales

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