Investment Associate
4 days ago
Description The Opportunity:We are currently recruiting for an entry level Investment Analyst to join our Toronto office. This is a hybrid role which requires being in the Toronto office 2 days a week. Join our dynamic team as an Investment Analyst and work in a collaborative, growth-focused environment. In this role, you'll work closely with our experienced Investment Consultants, delivering impactful investment services to a diverse client base. You’ll have the opportunity to develop your knowledge in employee benefits and investment strategies for union sponsored pension plans. Your focus will be on data analytic, but you can expect some routine client interactions under supervision, and the chance to growth to a more senior role while working with talented colleagues who are passionate about helping each other succeed.Key Responsibilities:·Produce monthly and quarterly reports on client accounts for senior Investment Consulting staff.·Analyze quarterly performance reports to review both individual fund manager results and total fund outcomes.·Prepare and update performance reports for client presentations on a quarterly basis.·Communicate with investment management firms and fund managers regarding client inquiries, portfolio statistical profiles, and reconciliations as required.·Coordinate with third-party performance analysts to verify performance returns.·Collect and compile data, create statistical spreadsheets, conduct data analysis, offer input to improve work productsDraft written communication and communicate verbally with relevant stakeholders. QualificationsThe candidates under consideration will require:·Undergraduate degree with academic training in a quantitative discipline (e.g., Finance, Mathematics, Statistics, etc.) with demonstrated analytical skill.· Knowledge of investment products and mutual funds is a plus.·Interested in enrolling in and intent to complete relevant professional accreditation (e.g.,Charter Financial Analyst (CFA), Canadian Securities Course CSC , etc. programs).·Advanced working proficiency of all levels of Microsoft Word, Excel, PowerPoint, and Outlook as well as other software and on-line tools and resources.·Proficiency in communication (oral/written) and organization skills.Proficiency interpersonal skills with ability to interact effectively with diverse audiences.
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Investment Associate
2 weeks ago
Toronto, Canada Provisions FZCO Full time**Company Overview**: Join our dynamic team at Pipeline Talent, a leading holding company with diverse business interests across various industries. We pride ourselves on innovation and creativity, aiming to make a meaningful impact across different sectors. **Position Overview**: The Investment Associate will be a generalist and will play a significant...
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Investment Associate
2 weeks ago
Toronto, Canada Fidelity Investments Full timeDescription Who We Are:At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation...
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Investment Associate
3 weeks ago
Toronto, Canada ImpactAlpha Inc. Full timeAbout SevenGen SevenGen is a climate-focused growth investor supporting European scale-ups in sectors like energy transition, decarbonising industries, and circular materials. Founded by the former leadership team of ABN AMRO Sustainable Impact Fund, SevenGen completed its first close in Q4-2025 with major investors including the European Investment Fund...
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Investment Associate
3 weeks ago
Toronto, Canada ImpactAlpha Inc. Full timeAbout SevenGen SevenGen is a climate-focused growth investor supporting European scale-ups in sectors like energy transition, decarbonising industries, and circular materials. Founded by the former leadership team of ABN AMRO Sustainable Impact Fund, SevenGen completed its first close in Q4-2025 with major investors including the European Investment Fund...
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Investment Associate
1 week ago
Toronto, Canada Wellington-Altus Private Wealth Inc. Full time**Licensed Investment Associate** **Location**:This position will be based out of our Toronto office, with ability to work-from-home on Fridays. **Our organization**: Founded in 2017, Wellington-Altus Financial (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc.,...
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Investment Associate
4 days ago
Toronto, Ontario, Canada HarbourVest Partners Full timeJob Description SummaryFor over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and innovative...
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Investment Associate
3 days ago
Toronto, Ontario, Canada HarbourVest Partners Full timeJob Description SummaryFor over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and innovative...
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Investment Associate
4 weeks ago
Toronto, Canada Fidelity International Full timeInvestment Associate page is loaded## Investment Associatelocations: Toronto Officetime type: Full timeposted on: Posted Todayjob requisition id: J62958# **Job Description***Current work authorization for Canada is required for all openings.**This is a regular, full-time role.**You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic...
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Investment Associate
4 weeks ago
Toronto, Canada Fidelity Canada Full timeGet AI-powered advice on this job and more exclusive features. Job Description Current work authorization for Canada is required for all openings. This is a regular, full-time role. You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement. Who We Are At Fidelity, we’ve been helping Canadian investors build...
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Associate, Investments
4 hours ago
Toronto, Canada Brookfield Asset Management Full timeLocation Brookfield Place - 181 Bay Street Business - Renewable Power & Transition Brookfield Renewable operates one of the world’s largest publicly traded platforms for renewable power and sustainable solutions. Our renewable power portfolio consists of hydroelectric, wind, utility-scale solar, distributed generation and storage facilities in North...
