Analyst

Position Overview

We are seeking a motivated, detail-oriented Analyst to join our investment team. The ideal candidate is currently enrolled in, or holds, a bachelor's degree in Finance, Statistics, Data Science, Mathematics, or a related field. The analyst will support data collection and analysis, build and maintain spreadsheets and dashboards, and help prepare comprehensive reports for senior management to inform key investment and business decisions. The role also involves researching market trends, industry movements, and competitive dynamics to generate actionable insights.

Key Responsibilities

Data Collection & Integrity

• Use the Bloomberg terminal (and tools such as Yahoo Finance and Benzinga) to gather financial ratios, comparable metrics (comps), and other data for portfolio and investment analysis.
• Maintain, update, and verify financial datasets to uphold accuracy, completeness, and data-integrity standards.

Reporting & Visualization

• Build interactive dashboards in Excel to report monthly and quarterly financial performance.
• Ensure dashboards and reports deliver clear, concise, and actionable insights for finance and investment stakeholders.
• Assist in preparing presentations and summary materials for senior management.

Analysis & Research

• Compile and analyze historical market trends and current economic conditions to support portfolio analysis.
• Monitor industry movements and the competitive landscape to provide strategic insights into the securities investment environment.
• Review and analyze financial statements (balance sheets, income statements, and cash flow statements) to identify areas of strength and opportunities for improvement.
• Evaluate financial metrics to support strategic planning and portfolio optimization.

Modeling & Risk

• Develop financial models to forecast future performance based on historical data and market trends.
• Support risk analysis by identifying potential business and portfolio risks and assessing their impact.
• Track portfolio performance against relevant benchmarks and flag notable variances.

Qualifications

• Bachelor's degree (in progress or completed) in Finance, Statistics, Data Science, Mathematics, Business Intelligence, or a related field.
• Proficiency in Microsoft Excel and familiarity with data analysis and AI tools (e.g., ChatGPT, Claude).
• Familiarity with Bloomberg terminal, Yahoo Finance, Benzinga, or similar financial tools (an asset).
• Knowledge of financial and capital markets, and exposure to investments (an asset).
• Understanding of data mining, statistical analysis, and predictive modeling.
• Strong written and verbal communication skills.
• Strong organizational and time-management skills.

Who we are :

Valnet is a company unlike any other. Here, you’ll work alongside passionate, dedicated individuals who bring their best every day, creating an environment that is as inspiring as it is challenging. We are innovative leaders, not passive followers, always pushing the boundaries of what’s possible in our industry. We encourage autonomy and value creative contributions, empowering you to shape meaningful change from day one. Moreover, we don’t just talk about culture – we make it our first priority, fostering a collaborative, fast-paced environment where talent is recognized and rewarded. In our true meritocratic structure, your career can develop quickly, giving you the opportunity to grow professionally and be generously rewarded for your achievements. But don’t take our word for it, visit our corporate website to see for yourself

Lieu : Montréal, en présentiel

Aperçu du poste

Nous recherchons un analyste motivé et soucieux du détail pour rejoindre notre équipe d'investissement. Le candidat idéal est actuellement inscrit à un programme de premier cycle (ou est diplômé) en finance, statistiques, science des données, mathématiques ou dans un domaine connexe. L'analyste participera à la collecte et à l'analyse de données, élaborera et tiendra à jour des feuilles de calcul et des tableaux de bord, et aidera à préparer des rapports détaillés destinés à la haute direction afin d'éclairer les décisions clés en matière d'investissement et d'affaires. Le poste implique également d'étudier les tendances du marché, les évolutions du secteur et la dynamique concurrentielle pour générer des informations exploitables.

Principales responsabilités

Collecte et intégrité des données

• Utiliser le terminal Bloomberg (ainsi que des outils tels que Yahoo Finance et Benzinga) pour recueillir des ratios financiers, des mesures comparatives (comps) et d'autres données nécessaires à l'analyse du portefeuille et des investissements.
• Tenir à jour, actualiser et vérif