Investment Analyst
Found in: Talent CA 2A C2 - 2 weeks ago
BML Group Inc. is a single family office based in Toronto. We are seeking an Investment Analyst to join our team. This role will focus on the investment portfolio which is comprised of a diversified portfolio of public and private assets and funds.
Key Accountabilities
- Develop a strong understanding of the company’s investment portfolio and can communicate key issues with management.
- Monitor and report on existing investments, including presentations to management and ownership, and update internal documentation.
- Assist Portfolio Manager with analysis of new investment opportunities across various asset classes.
- Lead the maintenance and continued development of the investment portfolio cash flow model.
- Act as key liaison between the company and our external advisor and the custodian.
- Assist in the monthly reconciliation of the investment portfolio NAVs and cash flows.
- Oversee the investment portfolio cash flows including ensuring payment of capital calls and receipt of distributions.
- Gain an understanding and facility with the software used for reporting on all investment assets.
- Review and complete paperwork such as LP and Subscription agreements.
Required Qualifications & Skills
- Minimum of 4+ years of related work experience in an investment or financial analyst capacity.
- Strong investment fluency with solid financial analysis skills in Excel.
- CPA or CFA preferred
- Fluent in English
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Found in: beBee jobs CA - 2 weeks ago
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Found in: Appcast CA A2 P - 7 days ago
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Found in: Whatjobs CA C2 - 7 days ago
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Found in: Talent CA C2 - 1 week ago
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Found in: beBee S CA - 1 week ago
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Found in: Talent CA C2 - 1 week ago
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Found in: beBee S CA - 2 weeks ago
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