Investment Banking Analyst, Financial Institutions

3 weeks ago


Toronto ON, Canada Prime Quadrant Full time

Prime Quadrant is currently seeking an exceptional individual to join our team as an Investment Analyst. You will be working on the Investment Team. In this role, you will be responsible for the initial and ongoing due diligence of external investments across asset classes including Public Equity, Private Equity, Credit, Real Assets, Hedge Funds, and Fixed Income. The ideal candidate will have two to four years of experience conducting due diligence across both public and private markets.

Source, screen, and conduct due diligence on a wide spectrum of fund investment opportunities across asset classes, including Public Equity, Private Equity, Credit, Real Assets, Hedge Funds, and Fixed Income.
Prepare detailed investment research reports for presentation to the firm’s Investment Committee.
Participate in and support discussions in the firm’s Investment Committee meetings.
Support the ongoing due diligence and monitoring of existing fund investments.
Maintain and enhance proprietary databases comprised of both qualitative and quantitative information, with special attention to the maintenance of required information for new investments and redemptions.
Contribute to the research and formulation of views on various investment strategies under differing macroeconomic environments.
Provide input to the asset allocation and portfolio construction process.
Assist in the management of the firm’s proprietary investment vehicles.
Contribute to the enhancement of the firm’s sourcing, due diligence, and monitoring processes.
Assist in the analysis of ad hoc investment opportunities on behalf of Senior Consultants and their clients.
Assist in the preparation of monthly and quarterly performance reports, and troubleshoot performance analytics.
Review and address inquiries from Consulting team members regarding existing investments.
Continually look for ways to automate processes and help make the firm more efficient.
Undergraduate or advanced business degree (e.g., Comm, BBA, MBA, etc.)
CFA, CAIA, Master of Finance, or other relevant investment-related designations would be considered an asset.
Two to four years of investment research experience, ideally in the alternative investments arena. Experience across both liquid (Hedge Funds) and illiquid (Private Equity, Credit, Real Assets) strategies would be viewed favourably, as would familiarity with fund investments. Good understanding of a wide range of financial instruments as well as a solid understanding of common hedge fund and private market strategies.
Experience doing due diligence on direct deals and co-investments would be considered an asset.
Experience working as part of a portfolio management team would be considered an asset.
Experience working with Salesforce Financial Cloud would be considered an asset.
Industry competitive base salary with a performance-based bonus structure.
~ Health benefits via participation in the firm’s health spending account.
~ Career advancement with demonstrated performance.
~Prime Quadrant Corp is committed to fair and accessible employment practices, and we are committed to providing accommodations for persons with disabilities. If you are contacted by Prime Quadrant Corp regarding a job opportunity or testing and require accommodation at any stage of the recruitment process, please use the above contact information.



  • Toronto, Canada WELLS FARGO BANK Full time

    **About this role**: Wells Fargo is seeking an Investment Banking Analyst within Wells Fargo Securities in our Toronto office. Wells Fargo Securities ("WFS") consists of nearly 5,000 team members in 50+ offices across North America, Europe, and Asia, focused on middle-market and large corporations and global institutional investors. WFS delivers a...


  • Toronto, Canada Royal Bank of Canada Full time

    **Job Summary** RBC Capital Markets is a part of the Royal Bank of Canada, one of the largest providers of financial services in the world. RBC ranks among the top five banks in North America by market capitalization and has one of the highest credit ratings of any financial institution globally. Our Global Investment Banking division provides underwriting...


  • Toronto, Canada Canaccord Genuity Corp. Full time

    Who we are: Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to building lasting client relationships - we achieve this by generating value for our individual,...

  • Senior Analyst

    2 weeks ago


    Toronto, ON, Canada CGC Canaccord Genuity Corp. Full time

    Senior Reorg Analyst, Corporate Actions page is loaded Senior Reorg Analyst, Corporate Actions Apply locations Toronto, ON time type Full time posted on Posted 30+ Days Ago job requisition id JR100201 Who we are: Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the...


  • Toronto, Canada Raymond James Financial Full time

    **Investment Banking Analyst, Co-op Winter 2024** - 2301372 - At Raymond James, _**_we _**_develop, _**_we _**_collaborate, _**_we _**_decide, _**_we _**_deliver, and _**_we _**_improve together_. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized...


  • Toronto, Canada Raymond James Financial, Inc. Full time

    **Investment Banking Analyst, Winter 2025 Co-op** - 2400954 - At Raymond James, _**_we _**_develop, _**_we _**_collaborate, _**_we _**_decide, _**_we _**_deliver, and _**_we _**_improve together_. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized...


  • Toronto, Canada Broderick Capital Full time

    **Investment Banking Analyst** **Key Responsibilities** - Develop and maintain various types of operating and financial models related to valuations, mergers & acquisitions, and capital raising transactions. - Perform in-depth market, industry, and company research, and comprehensively present the research findings. - Perform company valuations using...


  • Toronto, Canada BMO Financial Group Full time

    100 King Street West Toronto Ontario,M5X 1A1 BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarkets The Analyst will work for the Global Financial Institutions Group - Insurance Team,...


  • Toronto, Canada TD Bank Full time

    406710BR Securities / Wholesale Banking Toronto, ON April 19, 2023 Company Overview Department Overview TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities...


  • Toronto, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out...

  • Investment Counselor

    19 hours ago


    Toronto, Canada BlueSky Investment Counsel Full time

    Company DescriptionBlueSky Investment Counsel Inc. is an independent, discretionary portfolio management firm based in Toronto, ON. Our firm caters to the needs of individual households, not-for-profit institutions, and companies. We provide personalized investment solutions and strive to deliver exceptional service to our clients.Role DescriptionThis is a...

  • Investment Counselor

    3 weeks ago


    Toronto, Canada BlueSky Investment Counsel Full time

    Company Description BlueSky Investment Counsel Inc. is an independent, discretionary portfolio management firm based in Toronto, ON. Our firm caters to the needs of individual households, not-for-profit institutions, and companies. We provide personalized investment solutions and strive to deliver exceptional service to our clients. Role Description This...

  • Investment Counselor

    3 weeks ago


    Toronto, Canada BlueSky Investment Counsel Full time

    Company DescriptionBlueSky Investment Counsel Inc. is an independent, discretionary portfolio management firm based in Toronto, ON. Our firm caters to the needs of individual households, not-for-profit institutions, and companies. We provide personalized investment solutions and strive to deliver exceptional service to our clients.Role DescriptionThis is a...


  • Toronto, Canada BlueSky Investment Counsel Full time

    Company DescriptionBlueSky Investment Counsel Inc. is an independent, discretionary portfolio management firm based in Toronto, ON. Our firm caters to the needs of individual households, not-for-profit institutions, and companies. We provide personalized investment solutions and strive to deliver exceptional service to our clients.Role DescriptionThis is a...

  • Investment Counselor

    11 hours ago


    Toronto, Canada BlueSky Investment Counsel Full time

    Company Description BlueSky Investment Counsel Inc. is an independent, discretionary portfolio management firm based in Toronto, ON. Our firm caters to the needs of individual households, not-for-profit institutions, and companies. We provide personalized investment solutions and strive to deliver exceptional service to our clients. Role Description This...

  • Investment Counselor

    3 weeks ago


    Toronto, Canada BlueSky Investment Counsel Full time

    Company DescriptionBlueSky Investment Counsel Inc. is an independent, discretionary portfolio management firm based in Toronto, ON. Our firm caters to the needs of individual households, not-for-profit institutions, and companies. We provide personalized investment solutions and strive to deliver exceptional service to our clients.Role DescriptionThis is a...


  • Toronto, ON, Canada RBC Full time

    Job SummaryJob DescriptionGrow your business, your way with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe youve dreamed of starting your own business, but havent had the training, support, and resources from a company like RBC. You have excellent people and...

  • Investment Counselor

    3 weeks ago


    Toronto, Ontario, Ontario, Canada BlueSky Investment Counsel Full time

    Company DescriptionBlueSky Investment Counsel Inc. is an independent, discretionary portfolio management firm based in Toronto, ON. Our firm caters to the needs of individual households, not-for-profit institutions, and companies. We provide personalized investment solutions and strive to deliver exceptional service to our clients.Role DescriptionThis is a...

  • Investment Counselor

    15 hours ago


    Toronto, Ontario, Ontario, Canada BlueSky Investment Counsel Full time

    Company DescriptionBlueSky Investment Counsel Inc. is an independent, discretionary portfolio management firm based in Toronto, ON. Our firm caters to the needs of individual households, not-for-profit institutions, and companies. We provide personalized investment solutions and strive to deliver exceptional service to our clients.Role DescriptionThis is a...

  • Sr. Vice President

    3 weeks ago


    Toronto, ON, Canada JPMorgan Chase Full time

    Job Description: Job Summary As a seasoned senior banker, you will demonstrate good business acumen and proven track record in developing clients and marketing total business solutions. You will be responsible for supporting an outstanding network of relationships with corporate and institutional clients that lie at the heart of our Investment Banking...