Investment Analyst

4 days ago

Toronto, Ontario, Canada Fengate Asset Management Full time
Job Title: Investment Analyst

Fengate Asset Management is seeking a highly skilled Investment Analyst to support its client service and capital formation objectives across the Fengate platform.

Key Responsibilities:
  • Collaborate with the Investor Relations Group to deliver high-quality client service activities
  • Coordinate with cross-functional teams to prepare timely and accurate responses to investor inquiries
  • Manage the investor relations email inbox and provide support on investor RFPs and diligence requests
  • Prepare and update presentations for capital raising activities, investor updates, and conferences
  • Develop and disseminate external communication materials
  • Maintain the client relationship management database
  • Assist with client onboarding and special projects as needed
Requirements:
  • Undergraduate degree in Business/Finance with an excellent academic background
  • Progress towards a professional designation in accounting or finance (such as CPA or CFA) would be an asset
  • Self-starter with a positive, can-do attitude and strong written and verbal communication skills
  • Detail-oriented and resourceful with excellent organizational skills
  • Demonstrated competence with Microsoft Office and experience with Salesforce or similar CRM software
Core Competencies:
  • Being Authentic - Inspiring trust and being courageous
  • Focusing on Performance - Being accountable and driving results
  • Understanding Stakeholders - Knowing the needs of those who rely on you
  • Building Effective Relationships - Collaboration and communication

Fengate Asset Management is an equal opportunity employer and is committed to promoting diversity, equity, inclusion, and belonging in the workplace. We strive to create an inclusive culture that respects and connects the diversity of our team, clients, partners, and communities. We are committed to providing accommodation for persons with disabilities and thank all applicants for their interest in this position; however, only candidates selected for an interview will be contacted.

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