Summer Investment Analyst: Credit & Research

CFA Institute; Calgary; On-site; CAD 25,000 - 39,000; Full time

Job summary

CFA Institute in Calgary is seeking a Summer Intern Analyst to join the Investment team. The role focuses on credit analysis, financial modeling, and industry research to support investment decisions.

You will help prepare materials for the investment committee, maintain benchmarking databases, and monitor portfolio performance, risks, and covenant compliance while engaging with SAF counterparties and stakeholders. A proactive, diligent self-starter will thrive in our open office setting.

Qualifications

• Enrolled in a university degree with a finance or quantitative focus.
• Demonstrated academic excellence and involvement.
• Strong analytical and critical-thinking abilities.

Responsibilities

• Support the Investment team with in-depth credit analysis and due diligence.
• Assist in financial modeling, valuation, and industry research.
• Prepare investment committee materials and benchmarks.
• Monitor portfolio performance, covenant compliance, and risk.
• Lead ad hoc research projects and communicate with stakeholders.

Skills

Financial analysis

Credit analysis

Excel proficiency

Communication skills

Team player

Time management

Analytical thinking

Presentation skills

Problem-solving

Education

Enrolled in university degree program in finance

Accounting, economics or quantitative field

Tools

Excel

PowerPoint

Word

Job description

CFA Institute in Calgary is seeking a Summer Intern Analyst to join the Investment team. The role focuses on credit analysis, financial modeling, and industry research to support investment decisions.

You will help prepare materials for the investment committee, maintain benchmarking databases, and monitor portfolio performance, risks, and covenant compliance while engaging with SAF counterparties and stakeholders. A proactive, diligent self-starter will thrive in our open office setting.