Investment Analyst
4 weeks ago
POSITION PROFILE – INVESTMENT ANALYST, ALTERNATIVE ASSETS
Westerkirk Capital Inc. (‘WCI’), a private investment company based in Victoria, BC is seeking an Investment Analyst, Alternative Assets. The organization is a single-family office managing assets via internal direct and third-party/external managers across a variety of portfolios and asset classes including fixed income, public equity, private equity, hedge funds, infrastructure, and real estate.
The Investment Analyst, Alternative Assets will be involved in business analysis, due diligence, investment selection, and investment reporting. In addition, the successful incumbent will play a key role in assisting with the development of a growing investment team and supporting the build-out of key investment infrastructure elements for our portfolios and platforms. The salary range for this role is $70k - $85k, however actual salary may fall outside of this range depending on various factors, including but not limited to, experience and expertise.
KEY ACCOUNTABILITIES:
- Supporting the Portfolio Manager, Alternative Investments, and the broader Alternative Investments team in the following key areas:
- Supporting the on-going development, implementation, and execution of the alternative assets’ strategy.
- Assisting in the oversight of investments in alternative asset classes (private equity, venture, real estate, infrastructure, hedge funds) including the engagement & coordination of external consultants; and implementation of approved managers.
- Challenging and assisting in the development of investment selection frameworks and processes.
- Researching, recommending, and managing investment opportunities in private markets, including co-investment opportunities and direct investments.
- Supporting the underwriting process for new opportunities, including (i) financial and business modelling; (ii) due diligence of investment opportunities; (iii) preparing investment memos; and (iii) collaborating with other team members on investment research.
- Support in the monitoring of existing investments to ensure ongoing alignment with strategy and stated goals.
- Preparing analysis and reporting on the performance of existing investments, including directly owned businesses.
- Participating in the ongoing management and monitoring of both financial and operational aspects of existing and new investments.
- Working and collaborating on proposals to enhance risk-adjusted performance of the overall portfolio of alternative assets considering all aspects of portfolio management to ensure effective management of costs, risks, and after-tax returns.
- Collaborating with Finance, Legal, Investment Operations, and other external professionals, on issues related to financial accounting, onboarding, and reporting of Westerkirk’s investments.
- Prepare and present ad hoc analysis and research.
QUALIFICATIONS, SKILLS & ABILITIES:
- Bachelor's Degree with a minimum two years of finance, investing, and/or consulting experience.
- Progress towards CIM, CFA, CPA, CBV, or CAIA designations is an asset.
- Excellent quantitative, analytical, financial modelling, problem solving and organizational skills.
- Rigorous attention to detail.
- Knowledge of portfolio management and risk management principles and practices.
- Experience with Bloomberg and ERP software is considered an asset.
- Service-oriented, pro-active, self-starter with an excellentattention to detail.
- Ability tomaintain privacy and confidentiality at all times, exercisediplomacy, discretion and respect boundaries.
- Excellent communication (both written and verbal) and solid interpersonal skills that allow one to work effectively in a diverse working environment.
- Ability to liaiseand communicate effectively with all levelsof executive, staff,and external stakeholders.
- Ability to work under pressureand adapt to changing Executiveand business needs.
- Ability to cultivate partnerships and work collaboratively in a team environment with both internal and external partners.
- Honesty and a commitment to upholding the highest ethical standards.
We'd like to thank all applicants, however only shortlisted candidates will be contacted.
Westerkirk Capital Inc. is an equal opportunity employer and encourages women, Aboriginal people, persons with disabilities, and members of visible minorities to apply. Westerkirk Capital Inc will accommodate the needs of applicants with disabilities throughout all stages of the selection process. If you need accommodation during the recruitment process, please advise your Human Resources representative. Information relating to the need for accommodation and accommodation measures will be addressed confidentially.
Seniority level- Seniority level Associate
- Employment type Full-time
- Job function Finance, Analyst, and Business Development
- Industries Financial Services and Venture Capital and Private Equity Principals
Referrals increase your chances of interviewing at Westerkirk Capital by 2x
Get notified about new Investment Analyst jobs in Victoria, British Columbia, Canada.
Victoria, British Columbia, Canada 4 weeks ago
Victoria, British Columbia, Canada 1 week ago
Victoria, British Columbia, Canada 3 weeks ago
Victoria, British Columbia, Canada CA$60,000 - CA$90,000 3 days ago
Analyst, Direct Private Equity (Victoria, BC)Victoria, British Columbia, Canada 3 weeks ago
Victoria, British Columbia, Canada 1 month ago
Physical Security Intelligence Analyst IIVictoria, British Columbia, Canada 2 weeks ago
Victoria, British Columbia, Canada 2 weeks ago
Victoria, British Columbia, Canada CA$60 - CA$70 2 days ago
Victoria, British Columbia, Canada CA$8,281 - CA$9,935 1 week ago
Victoria, British Columbia, Canada 2 days ago
Victoria, British Columbia, Canada 6 days ago
Postal Clerk - No Experience Required - Great Pay and BenefitsVictoria, British Columbia, Canada 5 months ago
Victoria, British Columbia, Canada CA$65,000 - CA$70,000 1 week ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr-
Senior Treasury Analyst
1 month ago
Victoria, Capital Regional District, CA BC Ferries Full timeJob Description SENIOR TREASURY ANALYST Victoria The Opportunity We are searching for a Senior Treasury Analyst to join our team. As a vital part of BC Ferries’ Finance Division, you are responsible for implementing treasury strategies and providing advice on financial risk management, long term financial forecasting and treasury operations. The...
-
Investment Analyst
1 month ago
Vancouver, Metro Vancouver Regional District, CA Concert Properties Ltd. Full timePosted Tuesday, April 30, 2024 at 10:00 AM | Expired Friday, July 5, 2024 at 9:59 AM About Concert Properties Putting people first is at the heart of the Concert Properties story. We are deeply invested in improving the lives of the people who live and work in our communities, acknowledging that communities are more than just buildings. We focus on...
-
Senior Analyst, Corporate Accounting
4 weeks ago
Victoria, Capital Regional District, CA Tundra Technical Solutions Full timeTundra Technical Solutions has built a safe and open community of talented women to help advocate for those looking to get ahead in their science, technology, engineering, math, and data careers. As a LinkedIn Diversity Champion, Tundra is a staffing firm that provides equal opportunities, career advice, and mentorship in the workplace for those who apply...
-
senior financial analyst
4 weeks ago
Victoria, Capital Regional District, CA Raccoon Entertainment LTD. Full timeEducationBachelor's degreeWork SettingFinancial technology (FinTech)TasksCollect financial and investment information about companies, stocks, bonds and other investmentsPrepare company, industry and economic outlooks, analytical reports, briefings notes and correspondenceAdvise on and participate in the financial aspects of contracts and calls for...
-
Forest Carbon Analyst
1 month ago
Vancouver, Metro Vancouver Regional District, CA Manulife Investment Management Full timeWe are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and...
-
Financial Analyst
4 weeks ago
Victoria, Capital Regional District, CA Compunnel Inc. Full timeCandidate Minimum Qualifications Must have:Strong financial and business acumenKnowledge of capital marketsAttention to detail and strong work ethic.Excellent written and verbal communication skills - ability to articulate findings/views in a clear and concise manner to colleagues, management, and portfolio management groups.Excellent organizational skills...
-
Investment Advisor
4 weeks ago
Kelowna, Regional District of Central Okanagan, CA Royal Bank of Canada Full timeJob Summary Job Description Grow your business, your way – with RBC As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what...
-
Business/Financial Analyst
1 month ago
Vancouver, Metro Vancouver Regional District, CA Jobscan Full timeAs a Business & Financial Analyst at Jobscan, you will work closely with the CEO, CFO, Head of Marketing, Head of Product, and data teams to gather, analyze, and interpret data that will drive key business decisions. You will have the opportunity to apply your financial expertise and analytical skills to key projects within the organization that make a...
-
Financial Analyst
1 month ago
Vancouver, Metro Vancouver Regional District, CA HighView Partners Inc. Full timeJoin an entrepreneurial and highly regarded real estate investment and development firm based in Vancouver.Your New EmployerHeadquartered in Vancouver, Lotus Capital is a real estate investment and asset management firm with a reputation for tenaciously pursuing optimal risk-adjusted returns for investors.Our investment approach is capital-focused and...
-
Research Analyst
1 month ago
Vancouver, Metro Vancouver Regional District, CA Haywood Securities Inc. Full timeAbout Haywood Haywood Securities Inc. is a 100-percent employee-owned investment dealer with approximately 330 employees and has offices in Vancouver, Calgary, and Toronto. Since its inception in 1981, Haywood Securities has valued its independence and its entrepreneurial spirit. We look for these two important character traits to be mirrored in the...
-
Vancouver, Metro Vancouver Regional District, CA Connor, Clark & Lunn Financial Group Full timePortfolio Management Analyst, Quantitative Equity Connor, Clark & Lunn Investment Management Ltd. Vancouver, BC Our Quantitative Equity Team is expanding, and we are looking for talented individuals whose skills and interests are aligned with the team’s mission to deliver superior investment performance to our clients through a disciplined, systematic...
-
Senior Acquisition Analyst
4 weeks ago
Vancouver, Metro Vancouver Regional District, CA Kassen Full timeWe are seeking a strategic and analytical individual to join our client's growth-oriented team as a Senior Acquisition Analyst. This role is instrumental in identifying, evaluating, and acquiring real estate assets that align with our company’s objectives. The ideal candidate possesses strong financial acumen, a deep understanding of the real estate...
-
Senior Analyst, Equity Capital
1 month ago
Vancouver, Metro Vancouver Regional District, CA Cameron Stephens Mortgage Capital Ltd. Full timePlease send CV and Cover Letter with your email.Position Date:2024-05-09Title: Senior Analyst, Equity Capital Status: Full-Time Commensurate with experienceReports to:Executive Vice President & Managing Director Equity CapitalPosition SummaryCameron Stephens Mortgage Capital Ltd. (“CSMC”) is a leading non-bank lender with offices in Toronto, Vancouver,...
-
Financial Analyst
1 month ago
Vancouver, Metro Vancouver Regional District, CA Marcus And Millichap Full timeWe are seeking a highly motivated Financial Analyst to join our Net Leased Investment Team. In this role, you will be responsible for financial modeling support to our brokerage team. You will work closely with brokers to prepare financial packages, conduct market research, and analyze lease and sale comparables. The ideal candidate is a self-starter who is...
-
Analyst, Venture Creation
1 month ago
Vancouver, Metro Vancouver Regional District, CA AI Square Corp Full timeDiagram is seeking an Analyst to join the Crypto/AI team and contribute to launching new ventures. This role involves working directly with Diagram Partners, potential founders, and expert advisors to lead the ideation, evaluation, and de-risking of new ideas in Crypto & AI. The analyst will play a key role in turning ideas into companies and shaping...
-
Financial Planning Analyst
1 month ago
Vancouver, Metro Vancouver Regional District, CA T-Net British Columbia Full timeOur client is looking for an intermediate Finance Professional to maintain a capital portfolio of initiatives for the company's Technology group and integrate this function into their Integrated Planning framework.The Financial Planning Analyst assists in maintaining a capital portfolio of initiatives for the company's Technology group and...
-
Business Analyst
1 month ago
Vancouver, Metro Vancouver Regional District, CA Electronic Arts Full timeBusiness Analyst - Infrastructure Cost ManagementRequisition Number: 184146Position Title: Staff AnalystExternal Description:EA SPORTS is one of the most iconic brands in entertainment - connecting hundreds of millions around the world to the sports they love through a portfolio of industry-leading video games.The DevOps team is looking for a Business...
-
Research Analyst
1 month ago
Vancouver, Metro Vancouver Regional District, CA JLL Full timeJLL supports the Whole You, personally and professionally. Our people at JLL are shaping the future of real estate for a better world by combining world-class services, advisory, and technology to our clients. We are committed to hiring the best, most talented people in our industry; and we support them through professional growth, flexibility, and...
-
Senior Actuarial Analyst, Pricing and Analytics
1 month ago
Vancouver, Metro Vancouver Regional District, CA iA Financial Group Full timeSenior Actuarial Analyst, Pricing and AnalyticsOffice: 988 Broadway WestOther Possible Location(s): Toronto, Ontario Sector: Dealer Services Actuarial; Working Environment: Working Remotely with attendance in office for key moments; Location: Vancouver preferred but can be based anywhere in Canada; Status: Permanent; Start Date: As soon as possible; Are you...
-
Senior Analyst, Internal Audit
4 weeks ago
Vancouver, Metro Vancouver Regional District, CA QuadReal Full timeAbout QuadReal Property Group QuadReal Property Group is a global real estate investment, operating and development company headquartered in Vancouver, British Columbia. Its assets under management total $73.8 billion. From its foundation in Canada as a full-service real estate operating company, QuadReal has expanded its capabilities to invest in equity and...