Investment Analyst

4 months ago


Montréal QC, Canada WTW Full time

The Role

As an Investment Analyst, you will work with consultants to provide first class advice to clients on a range of investment-related services which can include: strategic setting of investment objectives, strategic asset allocation, investment management structures, manager selection, performance measurement and evaluation, investment manager monitoring, custodian selection, statements of investment policy and global research services.

Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

Tasks
- Produce quarterly reports for delivery to clients by pre-determined deadlines
- Support team members in the construction and delivery of presentations to clients
- Build strong relationships internally and collaborate effectively on cross-functional teams
- Demonstrate natural ease and effectiveness when dealing with clients/colleagues at all levels
- Work together as part of dedicated client teams providing a variety of services to clients
- Deliver on projects to meet or exceed client expectations

This role is hybrid with regular attendance to the office (expected 3 days per week)

**The Requirements**
- Bachelor’s or master's degree required in one of the following disciplines: finance, economics, administration, actuarial sciences, or related field with heavy quantitative emphasis
- Progress towards relevant professional qualifications such as CFA, FSA are considered an asset
- 0-2 years of experience
- Interest in financial markets
- Strong oral and written communication skills
- Comfortable in a team environment
- Attention to detail
- Working knowledge of with Office, more importantly Excel
- Ability to work independently and manage time and projects individually
- Excellent oral and written communication skills in French and English

**Equal opportunity employer


  • Business Analyst

    2 months ago


    Montréal, QC, Canada C.G.I. Full time

    We're seeking a seasoned Business Analyst to join our dynamic team and play a pivotal role in driving our investment banking operations. As a key point of contact for our AMER business lines, you'll be responsible for overseeing strategic projects, ensuring smooth project execution, and fostering seamless collaboration across various departments. **Key...

  • Investment Analyst

    4 months ago


    Montréal, QC, Canada Letko, Brosseau & Associates Full time

    **Letko, Brosseau & Associates **is one of Canada’s leading independent global investment managers. Founded in 1987, the firm offers a diverse set of investment solutions to a domestic and international customer base. We believe our business-minded, fundamental research approach, strong ethical culture and client-first fiduciary commitment have been key to...

  • Investment Analyst

    6 months ago


    Montréal, Canada National Bank of Canada Full time

    National Bank Financial - Wealth Management is the fifth largest investment dealer in Canada. We have almost 1,000 Investment Advisors in over 100 branches, helping more than 400,000 clients manage their assets. If you are analytical and passionate about finance, come and work with us as an Investment Analyst. **Your job** - Analyze and monitor individual...

  • Financial Analyst

    6 months ago


    Montréal, Canada Laurier Capital Investment Full time

    Laurier Capital Investment stands as a premier real estate firm, specializing in residential rental properties in Montreal. We are currently in search of a proficient and motivated Financial Analyst to join our dynamic team. As a Financial Analyst, your role will be pivotal in aiding our decision-making processes by delivering precise financial analysis,...


  • Montréal, Canada WTW Full time

    **The Role** As an Investment Analyst, you will work with consultants to provide first class advice to clients on a range of investment-related services which can include: strategic setting of investment objectives, strategic asset allocation, investment management structures, manager selection, performance measurement and evaluation, investment manager...


  • Montréal, QC, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Investment Analyst

    6 months ago


    Montréal, Canada Mercer Full time

    At Mercer, we’re creating a culture where you can bring your authentic self to work. When you join us, you bring your inclusive energy and enthusiasm to a team that values you personally and professionally - regardless of who you are, what you look like, where you were raised or born, who you love or what your religious beliefs are. You are welcome...


  • Montréal, QC, Canada PSP Investments Full time

    ABOUT US We’re one of Canada’s largest pension investment managers, with CAD$264.9 billion of net assets as of March 31, 2024. We invest funds for the pension plans of the federal public service, the Canadian Forces, the Royal Canadian Mounted Police and the Reserve Force. Headquartered in Ottawa, PSP Investments has its principal business office in...


  • Montréal, QC, Canada QUANTEAM - North America (RAINBOW PARTNERS Group) Full time

    As the founding entity of RAINBOW PARTNERS, Quanteam is a consulting firm specializing in Banking, Finance, and Financial Services. Guided by our core values of closeness, teamwork, diversity, and excellence, our team of 1,000 expert consultants, representing 35 different nationalities, collaborates across 10 international offices: We are looking for a...


  • Montréal, QC, Canada Canoe Financial Full time

    **Equity Income (Option/Preferred Share/Bank Capital) Research Analyst (Montreal)** Canoe Financial is one of Canada’s fastest growing independent mutual fund companies managing $18 billion in assets across a diversified range of award-winning investment solutions. Founded in 2008, Canoe Financial is an employee-owned investment management firm focused on...


  • Montréal, QC, Canada Equisoft Full time

    **Functional Analyst/Business Analyst** **What is Equisoft? **Equisoft is a global provider of digital solutions for insurance and investment, recognized by more than 250 of the world's largest financial institutions. We offer a comprehensive ecosystem of modular solutions that help our clients tackle all the challenges brought by this era of digital...

  • Investment Analyst

    4 weeks ago


    Lévis, QC, Canada Desjardins Full time

    Interested in sharing your investment experience with one of Canada's few international impact investment funds? As an investment advisor, you'll have a unique opportunity to work on private debt and equity investments with international financial services institutions in Latin America, Africa and Asia. In this key role, you’ll have the opportunity to...

  • Analyst, Medium

    3 weeks ago


    Montréal, QC, Canada EDC Full time

    **Join the EDC Team!** At EDC, we support Canadian businesses to succeed globally. We provide the financial tools and expertise they need to explore new markets, reduce risks, all towards the goal of Making Canada and the world better through trade. **Why EDC?** - Comprehensive Benefits: EDC offers a competitive compensation & benefits package, work-life...

  • Business Analyst

    2 months ago


    Montréal, QC, Canada C.G.I. Full time

    **Key Responsibilities**: - ** Business Analysis**: Conduct in-depth analysis of fixed income and equities securities processing domains, identifying and articulating complex business requirements, functions, and processes. - ** Solution Design**: Drive the development of innovative, cost-effective technical and non-technical solutions, considering...


  • Montréal, Canada Pomerleau Full time

    _Ready to build your career? We want to hear from you._ Pomerleau Capital is the investment branch of Pomerleau Inc. and its subsidiaries Borea Construction and ITC. Pomerleau Capital launched its flagship fund, the PCap Real Assets Fund, in 2021 and now has over $200 million to invest. As investors, we aim to deploy equity in the sectors of civil and social...


  • Montréal, QC, Canada QUANTEAM - North America (RAINBOW PARTNERS Group) Full time

    As the founding entity of RAINBOW PARTNERS, Quanteam is a consulting firm specializing in Banking, Finance, and Financial Services. Guided by our core values of closeness, teamwork, diversity, and excellence, our team of 1,000 expert consultants, representing 35 different nationalities, collaborates across 10 international offices: We are looking for a...


  • Montréal, QC H3B 5E7, Canada Business Development Bank of Canada Full time

    We are banking at another level. Choosing BDC as your employer means working in a healthy, inclusive, and skilled workplace that puts forward the best conditions to bring together unique teams where employees are empowered to act. It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to...

  • Investment Consultant

    4 months ago


    Montréal, QC, Canada Mercer Full time

    At Mercer, we make a difference in the lives of more than 110 million people every day by advancing their health, wealth, and careers. We’re in the business of creating more secure and rewarding futures for our clients and their employees — whether we’re designing affordable health plans, assuring income for retirement or aligning workers with...


  • Montréal, QC, Canada National Bank of Canada Full time

    Joining National Bank Investments (NBI) means growing in a dynamic environment and having the opportunity to learn and progress within a team that values collaboration, innovation, risk-taking, the right to make mistakes, and client satisfaction. The words "impossible" and "status quo" are not part of our vocabulary. NBI is an investment fund management...


  • Montréal, QC, Canada PSP Investments Full time

    ABOUT US We’re one of Canada’s largest pension investment managers, with CAD$264.9 billion of net assets as at March 31, 2024. We invest funds for the pension plans of the federal public service, the Canadian Forces, the Royal Canadian Mounted Police and the Reserve Force. Headquartered in Ottawa, PSP Investments has its principal business office in...