Investment Strategy Consultant
1 week ago
Ocean Capital Holdings Limited is a family-owned company operating in Saint John, New Brunswick, with substantial interests in various sectors, including broadcasting, real estate, construction, and services. Our purpose revolves around empowering individuals and fostering a culture of excellence and teamwork. We strive to unlock the full potential of our businesses through creativity, passion, and a commitment to community growth.
Investment Analysis Role
This role is open for an Investment Analyst in either Halifax or Saint John, reporting directly to the Director-Investments. The successful candidate will collaborate with the Investment team to navigate the complete investment lifecycle, encompassing fixed income, public equities, alternatives, and private equity.
Key Responsibilities:
- Lead thorough analysis of externally managed portfolios.
- Deliver in-depth reports on investments, summarizing key findings as follows: 1) Regular portfolio assessments; 2) Monthly performance reports; 3) Quarterly investment summaries for the Board of Directors.
- Initiate research projects to uncover emerging investment themes and ideas.
- Participate in the development and refinement of investment procedures.
- Use advanced analytical tools provided by Bloomberg to evaluate portfolio performance.
- Annual review of Investment Policy Statements.
- Collaborate in the identification and implementation of new technologies to enhance investment processes.
- Maintain close working relationships with Ocean Capital's investment teams and external partners.
- Verify that investments comply with established policy frameworks.
- Expand knowledge of global economic trends and deepen understanding of financial markets.
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