Matco Financial Inc.

24 hours ago

Calgary, Canada Matco Financial Inc. Full time

**Matco Financial Inc. - Analyst**

Calgary, AB - Full-Time - Onsite (Monday - Friday)

Matco Financial Inc. is an established investment management firm focused on growth and culture while delivering best in class investment management services for our clients. We are an employee-owned firm located in Calgary, Alberta that offers its employees a wide breadth of opportunity to grow within and alongside the company.

**Role**

We are seeking a motivated investment professional for an analyst position. This role will provide the individual with a wide breadth of responsibility and the ability to add value to Matco’s Investment platform by supporting lead Portfolio Managers.

**Analyst Responsibilities**

The primary analyst aspect of the role will include assisting and contributing as a member of the investment management team through data compilation, research and analysis. The analyst will work alongside the investment team, becoming familiar with Matco’s investment management process while contributing to the long-term success of the investment platform.
- Equity market analysis
- Fixed income market analysis
- Economic analysis
- Bottom-up company research
- Amalgamating quarter end data for various outputs
- Calculating and maintaining performance data for investment funds and platform

**Trade Responsibilities**

A secondary aspect of this role will include trade desk coverage. The analyst will be responsible for learning Matco’s internal processes and systems to ensure they can provide trade execution coverage, when required. This includes pre-trade analysis, execution and settlements. Although trade execution will not be the primary responsibility, the ability to manage execution will provide the firm with greater business and workflow continuity. Best execution will be the primary responsibility when trading.
- Pre-trade analysis
- Mutual fund trade execution
- Equity trade execution
- Fixed income and bond trade execution
- Foreign exchange, currency conversion execution
- Model portfolio trade amalgamation and preparation
- Model portfolio maintenance
- Analytical mind-set
- Detail oriented
- Organized, with the ability to manage timelines and a demanding schedule
- Ability to collaborate well with other functional groups in a team environment
- Passion for capital markets and investment management
- Entrepreneurial mind-set, eager to work within a growing company

**Prerequisites**
- Undergraduate degree in Business/Finance
- 2-5 years of experience in the investment industry
- Designations and courses completed related to the finance/investment industry will be viewed as an asset
- Enrollment in the CFA program will be viewed as an asset

The role will offer a competitive compensation package, including a comprehensive benefits plan. This is an excellent opportunity for a motivated investment professional seeking a strong internal culture focused on team-based execution.

Work Location: In person

  • Associate Portfolio Manager

    13 minutes ago

    Calgary, Canada Matco Financial Inc. Full time

    **Associate Portfolio Manager** Matco Financial Inc. - Calgary, AB Matco Financial Inc. is an independent investment management firm committed to delivering tailored investment solutions for individuals, family offices, foundations, trusts, and not-for-profit organizations. Our client-first approach and disciplined investment philosophy set us apart in the...

  • Associate, Product Marketing

    24 hours ago

    Calgary, Canada Matco Financial Inc. Full time

    **Associate, Product Marketing** Calgary, AB - Full-Time - Onsite (Monday - Friday) **About the job** **Description** Matco Financial is an independent, employee-owned Canadian investment manager serving individuals, families, foundations, trusts and institutions for almost 20 years. We offer a disciplined lineup of investment solutions and a commitment...

  • Institutional Investor Relations

    4 days ago

    Calgary, Canada Matco Financial Inc. Full time

    **Position: Institutional Investor Relations** **Location: Calgary, AB** **Type: Full-time** **About Us** Matco Financial Inc. is an independent Canadian investment management firm based in Calgary. We specialize in providing customized investment solutions to high-net-worth individuals, families, foundations, and institutions. With a commitment to...

  • Financial Reporting Manager

    2 days ago

    Calgary, Canada Exro Technologies, Inc. Full time

    **Position Summary**: Exro is seeking a Financial Reporting Manager to support the delivery of Exro’s financial reporting. In this role, you will own full cycle reporting and preparation with variance analysis. You will develop accounting policies, internal control, and monthly reporting. You will also conduct research and implement accounting standards...

  • Adjudicator, Credit

    6 days ago

    Calgary, Canada Fairstone Financial Inc. Full time

    Adjudicator, Credit page is loaded## Adjudicator, Creditlocations: Calgary, Alberta: Calgary Savanna, Alberta: Airdrie, Alberta: Lloydminster, Alberta: St. Albert, Albertatime type: Full timeposted on: Posted Todayjob requisition id: R23778**WHO WE ARE:**Eden Park Inc. (“EdenPark”) is a dynamic automobile finance brand committed to...

  • Financial Advisor Assistant

    4 days ago

    Calgary, Canada Raymond James Financial, Inc. Full time

    2500515 Raymond James Independent Financial Services is seeking a full-time Financial Advisor Assistant to work in our Calgary Office (Filo Financial Solutions). Raymond James Ltd. is one of Canada’s leading independent investment dealers, offering high quality investment services to Canadians seeking customized solutions to their wealth management...

  • Financial Analyst, Bamboo Premium Financing

    2 days ago

    Calgary, Canada Optiom Inc Full time

    **Work with Us!** Bamboo Premium Financing Inc. provides a premium financing service to its clients for insurance needs. We are committed to offering the highest standard of customer service and we believe that our customer satisfaction will be the primary measure of success. We strongly believe in the quality of our people, our products and service. **Job...

  • Supervisor Financial Reporting

    13 minutes ago

    Calgary, Canada FortisAlberta Inc Full time

    **ABOUT US** At FortisAlberta we invest in our greatest resource - our people. As Alberta’s largest electricity distribution provider, we are positioned for growth. Each day, FortisAlberta employees strive to exceed customer expectations while maintaining a focus on our commitment to safety. **APPLICATION DEADLINE: July 2, 2025** **TITLE**: Supervisor...

  • Head of Advisor Engagement, Western Region

    4 weeks ago

    Calgary, Canada Wellington-Altus Financial Inc. Full time

    Head of Advisor Engagement, Western Region Job Category: Investment Solutions Requisition Number: HEADO001731 - Posted : October 31, 2025 - Full-Time Locations Showing 1 location Description Head of Advisor Engagement, Western Region Location: This position will be based out of our Calgary office. Our organization: Founded in 2024, Independent...

  • Financial Analyst, Corporate Accounting

    4 days ago

    Calgary, Canada Avanti Software Inc. Full time

    Tidewater Midstream and Infrastructure Ltd. is a publicly listed, diversified energy infrastructure company with an integrated value chain across the North American natural gas, natural gas liquids and crude oil, refined product, and renewable space. Its strategy is to profitably grow and create shareholder value through the acquisition and development of...