Investment Analyst

7 months ago

Calgary, Canada Franklin Templeton Investments Full time

For more than 70 years our success has been a direct result of the talent, skills and persistence of our people, and we are looking for a Research Analyst, Associate to join our Franklin Global Real Assets Team (FGRAF) team in Calgary.

What are the ongoing responsibilities of a Research Analyst (Investment Analyst) - Private Markets
- Manager Research and due diligence:_- Executes due diligence process from cradle to grave of both direct and fund investments. May take a lead relationship management role of assigned investment strategies, while also serving as the secondary relationship manager on others. Recommends multi asset-class portfolio construction, strategy and implementation. Investment identification and due diligence across a broad cross section of real asset equity and debt investments.- Primary accountability of generating high quality manager research deliverables on specific opportunities within Private Infrastructure and Natural Resources, with mínimal oversight from more senior members of the team.- Perform ongoing monitoring of strategy performance and contribute thought leadership of relevant asset classes as requested, including contributions to dynamic and strategic asset allocation.- Contribute to broader FT Alternatives Research agenda through attending other due diligence meetings, sharing insights from past research relationships, performing peer reviews.
- Collaboration_- Delivers technical support and advice to client-facing sales and relationship colleagues on real asset topics.- Supports the development of intellectual capital to promote awareness internally and externally of the firm's capabilities in Alternatives.- Reporting of portfolio performance reviews; drafts client reports for clients as required. Supports new business activities across the firm; represents FT Alternatives and/or its clients at investor meetings and industry conferences/organizations and communicates relevant findings to the broader group and its clients as necessary.-
- Partner with Portfolio Managers to share investment outlook of underlying managers and ensure alignment of fund implementation options to asset allocation framework
- Evolution of Research Process_- Actively considers potential improvements to overall team efficiency and process- Executes research projects aimed at improvement of due diligence decisions and outcomes- Critiques methods and applies best practices learned through conferences, academic and industry publications, and other sources
- What _
- qualifications, skills and experience would help someone to be successful?_- 5+ years of relevant experience- Bachelor's degree with CFA Level II or CAIA completed, or equivalent relevant advanced degree- Experience working with an investment consulting firm, or a large asset allocator (pension plan, foundation, or fund-of-fund) required.- Demonstrated understanding of mandate due diligence and investment underwriting in Private Markets required- Experienced in ESG investing principles.- Great work ethic with a strong desire to learn.- Strong interpersonal skills, ability to work in both a team and independent environment.

LI

What makes Franklin Templeton unique?

In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of

Total Rewards

—the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.
- Highlights of our benefits include:_
- Flexible medical, dental and vision insurance
- Corporate Pension Plan
- Employee Stock Investment Program
- Purchase company funds with no sales charge
- Competitive vacation package that includes three annual personal days
- Company paid short-term and long-term Disability Insurance
- Education assistance

Franklin Templeton Investments Corp. is committed to providing accommodations for persons with disabilities. If you require accommodation, we will work with you to meet your needs.
- We believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and
- supporting our communities
- An emphasis on corporate citizenship is embedded in our culture and values, and is an important element of how we achieve success.
- We are also committed to your learning and development with resources focused around Experience, Exposure, and Education, to help you achieve your professional development goals.
- Franklin Templeton is committed to fostering a
- diverse and inclusive

  • Investment Analyst

    9 hours ago

    Calgary, Canada Invico Capital Corporation Full time

     Invico Capital Corporation is an award-winning investment fund management firm based in Calgary, Alberta, that provides alternative, private equity, and private debt capital solutions to assist high-quality companies in making strategic acquisitions, finance capital expenditures and growth programs, and support working capital requirements.   Invico is...

  • Investment Analyst

    3 days ago

    Calgary, Canada Invico Capital Corporation Full time

     Invico Capital Corporation is an award-winning investment fund management firm based in Calgary, Alberta, that provides alternative, private equity, and private debt capital solutions to assist high-quality companies in making strategic acquisitions, finance capital expenditures and growth programs, and support working capital requirements.   Invico is...

  • Investment Analyst

    2 days ago

    Calgary, Canada Invico Capital Corporation Full time

      Invico Capital Corporation is an award-winning investment fund management firm based in Calgary, Alberta, that provides alternative, private equity, and private debt capital solutions to assist high-quality companies in making strategic acquisitions, finance capital expenditures and growth programs, and support working capital requirements.     Invico...

  • Investment Analyst

    2 days ago

    Calgary, Canada Invico Capital Corporation Full time

     Invico Capital Corporation is an award-winning investment fund management firm based in Calgary, Alberta, that provides alternative, private equity, and private debt capital solutions to assist high-quality companies in making strategic acquisitions, finance capital expenditures and growth programs, and support working capital requirements.   Invico is...

  • Investment Analyst

    3 days ago

    Calgary, AB, Canada Invico Capital Corporation Full time

    Invico Capital Corporation is an award-winning investment fund management firm based in Calgary, Alberta, that provides alternative, private equity, and private debt capital solutions to assist high-quality companies in making strategic acquisitions, finance capital expenditures and growth programs, and support working capital requirements. Invico is...

  • Investment Analyst

    3 days ago

    Calgary, AB, Canada Invico Capital Corporation Full time

    Invico Capital Corporation is an award-winning investment fund management firm based in Calgary, Alberta, that provides alternative, private equity, and private debt capital solutions to assist high-quality companies in making strategic acquisitions, finance capital expenditures and growth programs, and support working capital requirements. Invico is...

  • Energy Sector Investment Analyst

    3 days ago

    Calgary, Alberta, Canada NGIF Capital Full time

    Company OverviewNGIF Capital is a venture capital firm that operates current and future investment funds. The company has a dedicated team of professionals with strong connections to the energy industry value chain.Job SummaryWe are seeking an experienced Venture Capital Analyst to join our team in Montreal or Calgary. As a Venture Capital Analyst, you will...

  • Asset & Investment Analyst

    3 weeks ago

    Calgary, Canada Transalta Full time

    TransAlta Corporation is seeking a results-driven Investment Analyst for its Corporate Development team in Calgary, AB. This role involves conducting financial analysis and research to support strategic growth initiatives, including acquisitions and new-generation projects. Candidates should have at least 2 years of experience in corporate strategy or...

  • Investment Analyst

    3 days ago

    Calgary, Alberta, D3J, CA Invico Capital Corporation Full time

    Invico Capital Corporation is an award-winning investment fund management firm based in Calgary, Alberta, that provides alternative, private equity, and private debt capital solutions to assist high-quality companies in making strategic acquisitions, finance capital expenditures and growth programs, and support working capital requirements. Invico is...

  • Investment Analyst

    4 months ago

    Calgary, Canada TransAlta Corporation Full time

    **WHO WE ARE** “Energizing the Future.” TransAlta owns, operates, and develops a diverse fleet of electrical generation assets in Canada, the United States, and Australia, providing municipalities, industries, and businesses with safe, low-cost, and reliable clean electricity. For over 111 years, TransAlta has been a responsible operator and proud...

  • Investment Analyst

    4 months ago

    Calgary, Canada TransAlta Corporation Full time

    **WHO WE ARE** “Energizing the Future.” TransAlta owns, operates, and develops a diverse fleet of electrical generation assets in Canada, the United States, and Australia, providing municipalities, industries, and businesses with safe, low-cost, and reliable clean electricity. For over 111 years, TransAlta has been a responsible operator and proud...

  • Business Analyst

    7 months ago

    Calgary, Canada Mawer Investment Management Ltd. Full time

    **Full Time, Contract (1 Year)** **Location: Calgary, AB or Toronto, ON** **Be Boring. Make Money.** **is our investment approach, but we are anything but dull. We are a diverse, passionate team united by our commitment to provide our clients with financial peace of mind and our desire to create one of the best companies in the world. A career with us will...

  • Analyst Pension Investments

    4 weeks ago

    Calgary, Canada Enbridge Full time

    **Posting End Date**: December 13, 2024 **Employee Type**: Temporary (Fixed Term)-Full time **Union/Non**: This is a non-union position We are looking to add an Entry level Analyst to join our Pension Investments team! The Pension Investments team manages Enbridge’s Defined Benefit and Defined Contribution pension plan assets. This role will be...

  • Contract Social Investment Analyst

    3 months ago

    Calgary, Canada Cenovus Energy Full time

    We’re a Canadian-based integrated energy company headquartered in Calgary. We’re committed to maximizing value by developing our assets in a safe, responsible and cost-efficient manner. We operate in Canada, the United States and the Asia Pacific region. Our operations include oil sands projects in northern Alberta, thermal and conventional crude oil...

  • Investment Analyst

    2 weeks ago

    Calgary, Canada Refraction Asset Management Full time

    Work Term: Temporary - Work Language: English - Hours: 44 hours per week - Education: Bachelor's degree - Experience: 5 years or more - Business administration and management, general - Accounting - Finance, general - or equivalent experience - ** Asset languages**: - Russian - ** Work setting**: - Bank or caisse populaire - Financial management/services -...

  • Investment Banking Analyst

    7 months ago

    Calgary, Canada National Bank of Canada Full time

    As an Investment Banking Analyst on the Energy Investment Banking team at National Bank Financial Inc. ("NBF"), you will participate in a wide variety of transactions headed by senior members of the investment banking team. You will gain exposure to the firm’s business and deepen your knowledge of the investment banking industry. **Your Job** - Preparing...

  • Investment Banking Summer Analyst

    3 weeks ago

    Calgary, Canada Citi Full time

    The Analyst Trainee NE is training position responsible for preparing future investment banking analysts in assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The overall...

  • Financial Analyst

    15 hours ago

    Calgary, Alberta, Canada Refraction Asset Management Ltd Full time

    Company OverviewRefraction Asset Management Ltd is a medium-sized business specializing in finance and insurance, striving to contribute positively to Canada's environmental goals.Salary$83,000 - $110,000 per year, based on industry standards and location.Job DescriptionWe are seeking an experienced Financial Analyst - Investment and Asset Expert to join our...

  • Investment Analyst

    4 weeks ago

    Calgary, Canada TransAlta Corporation Full time

    WHO WE ARE “Energizing the Future.” TransAlta owns, operates, and develops a diverse fleet of electrical generation assets in Canada, the United States, and Australia, providing municipalities, industries, and businesses with safe, low-cost, and reliable clean electricity. For over 111 years, TransAlta has been a responsible operator and proud...

  • Taza - Analyst, Investments & Development

    7 months ago

    Calgary, Canada Canderel Full time

    JOIN THE TEAM AT TAZA **Who we are**: Taza Development Corp. (TDC) is a joint venture between the Tsuut’ina Nation and Canderel, a leading Canadian real estate company. The Nation is home to 2400 community members and adjacent to the southwest quadrant of the City of Calgary, Alberta. Governed by a Board of Directors, the TDC team will oversee the...