Analyst jobs in United Kingdom

Montréal, Quebec, Canada; Toronto, Ontario, Canada

Sagard Wealth is seeking an Investment Analyst to join their investment team, focusing on building a premier investment management offering for successful families across Canada.

• Conduct in-depth analysis of investment opportunities across various asset classes, including equities, fixed income, and alternative investments.
• Participate in manager selection processes, including screening potential managers, conducting due diligence meetings, and analyzing historical performance data.
• Prepare investment memos and presentations for the investment committee, summarizing key findings and recommendations.
• Monitor existing investments and external managers, preparing regular performance attribution reports and identifying any areas of concern.
• Contribute to the firm's asset allocation strategy by researching macroeconomic trends and their potential impact on different asset classes.
• Assist in preparing client-facing materials to explain investment strategies and performance.
• Contribute to the prototyping and development of analytics and other tools to enhance the team’s ability to implement and scale the use of new and innovative strategies.

• Degree in Finance or a related discipline preferred; work experience and professional designations (such as CFA) may also be considered.
• 1-3 years of direct work experience in investment research and portfolio management at large institutional-quality asset management firms.
• Strong analytical skills with the ability to evaluate complex investment opportunities and strategies across various asset classes.
• Technologically savvy with advanced-level skills in data manipulation and processing, including advanced Excel skills.
• Exceptional communication skills, both verbal and written, with the ability to clearly articulate complex investment concepts to both technical and non-technical audiences.
• Proficiency in both English and French (written and verbal) is considered an asset.
• Strong attention to detail and ability to manage multiple projects simultaneously in a fast-paced environment。
• Demonstrated interest in financial markets and a passion for investment research.
• Self-starter who balances initiative with teamwork.
• Resourceful, agile, and able to adapt to changing circumstances.
• Positive, enthusiastic, self-motivated, and confident personality with strong problem-solving skills.
• Integrity and exceptional attention to detail, highly organized with the ability to maintain confidentiality.

Become part of a collaborative, entrepreneurial culture that values diversity, innovation, and excellence.