20 Investment Analyst jobs in Canada

Job Description

Job Description

Description

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.

At CI GAM we believe robust, independent research is critical to generating alpha, at the portfolio level. The successful candidate will be expected to, participate in, the research, analysis and stock selection of global companies in your respective sector(s).

We are open to applications across different experience levels with different sector expertise but are particularly interested in those with expertise in the Utilities sector.

WHAT YOU WILL DO

• Be part of a highly engaged, collaborative team that focuses on what’s right, not who’s right.
• Openly hold yourself accountable to support collective learning and continuous improvement.
• Generate and manage research that supports strong alpha within the Utilities sector.
• Research, analyze, and recommend investments:
• Perform fundamental security and industry analysis to identify companies with superior risk-return profiles
• Perform quantitative modeling and analysis for security and industry selection
• Meet with company management, industry experts, and other specialists
• Document research ideas and investment rationales
• Maintain and update various analytical tools used to evaluate stocks for inclusion in funds
• Communicate high conviction recommendations to the rest of the group
• Present to internal and external clients about stock selection, investment ideas, and portfolio activity.
• Work closely with portfolio managers
• Participate in research and process improvement initiatives on an ongoing basis.

WHAT YOU WILL BRING

• A broad range of experience levels will be considered although applicants should ideally have a minimum of 5 years equity research experience (buy-side or sell-side) in the Utilities sector. Flexible compensation structure that will adjust for those applicants with more experience
• Bachelors degree, or higher.
• CFA designation, or commitment to obtain the CFA designation.
• Ability to work within a small team of investment professionals.
• High level of organizational skills.
• High work ethics and determination to succeed.
• A willingness to continue to learn and open to improvements in process and structure.
• Good communications skills.
• Interpersonal skills and ability to communicate complex ideas and concepts in a succinct way.
• Attention to detail and high degree of accuracy.
• Ability to work independently and meet deadlines consistently.
• Excellent verbal and written communications.
• Competent with Microsoft Office software and willingness to learn new platforms (e.g. trading platforms, content sharing (Bloomberg) and attribution software).

WHAT WE OFFER

• Modern HQ location within walking distance from Union Station
• Equipment Purchase Program
• Training Reimbursement
• Paid Professional Designations
• Employee Share Purchase Program (ESPP)
• Corporate Discount Program
• Enhanced group benefits
• Parental Leave Top–up program
• Fitness membership discounts
• Volunteer paid Days

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.

Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at , or call ext. 4747.

The Investment Risk and Construction Solutions (IRCS) team has a dual mandate. We provide risk transparency to the Global CIO by monitoring market, liquidity, leverage, and counterparty risks in public markets. Additionally, the team supports portfolio management teams with portfolio construction and quantitative analysis, developing tools and methodologies to generate stronger risk adjusted returns. We are expanding our team and looking for enthusiastic individuals with strong quantitative background and deep interest and understanding of financials markets. The individual will have the chance to work with different portfolios, different asset classes and hone their quant skill and understanding of financials markets. The candidate will be a part of a global risk management team and act as the primary analyst for group of portfolios. This is an important role within our team, ensuring that all portfolios are managed consistently with their investment process.
**Position Responsibilities:**
+ Assist with the ongoing development of risk management processes in partnership with the rest of the team
+ Understand and evaluate portfolio managers' investment process and ensure it is consistently applied
+ Support senior team members in coverage of their funds
+ Discuss and present results of portfolio analysis
+ Support the daily activities of the team including daily risk analysis and reporting
+ Help run certain scripts in R and Python
+ Manage the data platforms of the team
**Required Qualifications:**
+ Up to 3 years of experience in a quantitative field, preferably with an asset manager, bank or other financial institutions.
+ Strong coding skills in R and Python.
+ Bachelor's or master's degree in finance, Mathematical Finance, financial engineering or a related field
+ Enrolment in CFA program or other designation is a plus
+ Bilingual (French & English) is required - The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec
**Preferred Qualifications:**
+ Strong technical skills in finance
+ Possess excellent communication skills, both written and verbal
+ Strong problem-solving and analytical skills
+ Understanding of financials markets and instruments
+ Knowledge of different risk models and measures and their strengths and weaknesses
+ Knowledge of different asset types
+ Familiarity with complex derivatives is a plus
+ Familiarity with Liability Driven Investments is a plus
**When you join our team:**
+ We'll empower you to learn and grow the career you want.
+ We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
+ As part of our global team, we'll support you in shaping the future you want to see.
#LI-WAM
#LI-HYBRID
**Acerca de Manulife y John Hancock**
Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite .
**Manulife es un empleador que ofrece igualdad de oportunidades**
En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.
Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a .
**Referenced Salary Location**
Montreal, Quebec
**Modalidades de Trabajo**
Híbrido
**Salary range is expected to be between**
$75,000.00 CAD - $120,000.00 CAD
Si se está postulando para este puesto fuera de la ubicación principal, póngase en contacto con para conocer el rango salarial de su ubicación. El salario real variará según las condiciones locales del mercado, la geografía y los factores relacionados con el trabajo pertinentes, como conocimiento, habilidades, calificaciones, experiencia y educación/capacitación. Los empleados también tienen la oportunidad de participar en programas de incentivos y obtener una compensación de incentivos vinculada al desempeño comercial e individual.
Manulife ofrece a los empleados aptos una amplia variedad de beneficios personalizables, entre ellos, beneficios de salud, odontológicos, de salud mental, oftalmológicos, por discapacidad a corto y a largo plazo, cobertura de seguro de vida y por muerte accidental y desmembramiento, adopción/subrogación y bienestar, y planes de asistencia al empleado/familiar. También ofrecemos a los empleados admisibles varios planes de ahorro para la jubilación (incluidos planes de pensiones y un plan mundial de propiedad de acciones con contribuciones equivalentes del empleador) y recursos de asesoramiento y educación financiera. Nuestro generoso programa de tiempo libre remunerado en Canadá incluye feriados, vacaciones, días personales y días por enfermedad, y ofrecemos la gama completa de ausencia laboral reglamentaria. Si se está postulando para este puesto en los EE. UU., póngase en contacto con para obtener más información sobre las disposiciones relativas al tiempo libre remunerado específicas de EE. UU.

Job Description

Job Description

Agentis Capital Advisors is looking to hire an experienced Investment Banking Analyst for the office in Toronto, ON.

Overview

Agentis Capital Advisors is a leading global financial advisor with a reputation for delivering unparalleled value and advice to its clients. The firm has been the recipient of numerous industry rewards in recent years, including the 2024 P3 Awards Financial Advisor of the Year, multiple 2023 industry deal awards, Proximo Infra's 2022 North American Financial Advisor of the Year, and IJGlobal's 2022 Judge's Choice Award. Our guiding principles and ability to generate value for clients sets us apart.

Job Details

• Base Salary: $120,000 per annum

• NOC Group: 11101

• NOC Job Title: Financial Analyst

• Job Type: Full Time, Permanent

• Language: English

• Position Available: 1

• Job Location: 810-18 King Street East, Toronto, ON M5C 1C4

• Desire Start Date: Immediately

• Hours of Work: 40 hours/week, Monday through Friday, 9:00AM - 5:00PM

Job Description

As an integral member of the advisory team, you will be challenged to accept increasing levels of responsibility as you develop your skills and reputation. Your work will directly impact our clients and the firm.

Your role will include:

• Participating in the execution of equity and debt offerings, mergers and acquisitions, public-private partnerships, and principal investments

• Developing complex financial models for infrastructure transactions, including the use of macros and VBA programming

• Assisting in the management of due diligence processes, including managing third-party advisors

• Developing asset valuations using a variety of approaches

• Preparing client presentations and actively participating in discussions

• Evaluating investment opportunities and management of existing investments

• Researching potential investment banking opportunities; providing research on target companies, sectors, industries, and geographies

• Maintaining marketing materials for the firm, including creating pitch decks to be presented to potential clients

Job Requirements

• Completion of an undergraduate program with specialization in finance is required;

• Please highlight if you have post-graduation or equivalent formal education in finance;

• Prior investment banking experience is required;

• Prior experience in infrastructure advisory is required;

• Minimum one year of full-time work experience is required;

• Exceptional academic results (minimum cGPA of 80% or 3.7/4.0);

• Ability to concisely communicate complex concepts and ideas verbally and in writing;

• Ability to take initiative and work independently with minimal supervision;

• Desire to assume increasing levels of responsibility and seek solutions to complex problems;

• Committed to producing accurate and thorough work product under tight deadlines;

• Ability to learn quickly and adapt in a fast-paced work environment;

• Ability to work effectively in a team environment;

• Able to work under pressure and time constraints in a fast-paced environment.

Other Information

• Benefits include paid vacation, paid sabbatical, extended health benefits (including dental, vision, and drug), EAP, AD&D, basic life insurance, dependent life, and other minimum provincial benefits.

How to Apply

• Please apply via email.

• Applications must include your resume and a copy of your latest university transcripts.

• Only qualified candidates will be contacted.

• This position is open for newcomers to Canada, visible minorities, and Indigenous peoples.

Job Description

Job Description

Nous recrutons un(e) Analyste, Suivi transactionnel et Intelligence de marché pour diriger une nouvelle initiative stratégique et à fort impact pour assister le chef des investissement (CIO) et le Directeur Intelligence & Monitoring. Ce poste est essentiel pour fournir à la haute direction (C-Suite) des informations fiables, opportunes et exploitables sur notre "pipeline" d'acquisitions (M&A), la performance des démarches de prospection, ainsi que l'activité du marché au sens large. Le/la candidat(e) retenu(e) sera responsable du suivi, de l’analyse et du reporting des activités de transactions internes ainsi que des tendances externes du marché, afin de soutenir une meilleure allocation du capital.

Ce n’est pas un poste d’exécution en M&A, mais un rôle stratégique axé sur la visibilité transactionnel, la responsabilisation des groupes d’investissement, et l’intelligence concurrentielle. Vous collaborerez étroitement avec les équipes M&A, l’intelligence des données (Data/BI), ainsi que les membres de la direction pour assurer la transparence, la discipline opérationnelle et la production d’insights à l’échelle du portefeuille.

À PROPOS DE VALSOFT CORP. :

Fondée au Canada en 2015, Valsoft possède aujourd’hui un portefeuille mondial de plus de 118 entreprises. Elle acquiert et développe des sociétés de logiciels spécialisées dans des marchés verticaux, leur permettant d’offrir les meilleures solutions critiques à leurs clients dans leur secteur respectif. Un principe fondamental de la philosophie de Valsoft est d’investir dans des entreprises bien établies et de favoriser un environnement entrepreneurial, afin de les façonner en leaders dans leur domaine. Valsoft vise à acquérir, conserver et créer de la valeur grâce à des partenariats à long terme avec les équipes de direction en place.

A PROPOS DE L'ÉQUIPE :

Ce poste est basé au siège social de Valsoft, au sein de la fonction Intelligence d’investissement, et relève directement du Directeur de l’intelligence d’investissement et du suivi de portefeuille. Vous ferez partie d’une équipe interfonctionnelle et hautement visible qui relie les volets Données & BI, Stratégie d’investissement et Suivi de portefeuille.

La mission de notre équipe est de renforcer la prise de décision au niveau exécutif, en apportant de la clarté sur la performance du pipeline, le déploiement du capital et les dynamiques de portefeuille. Nous travaillons de manière transversale avec tous les groupes d’investissement et verticaux chez Valsoft afin de centraliser l’intelligence, assurer l’application des meilleures pratiques et rendre l’information exploitable.

Vous serez responsable d’un nouveau pilier stratégique axé sur la veille de marché et le suivi du pipeline M&A, en collaboration directe avec le CEO, le CIO et les leaders M&A de nos différents groupes, tout en étant soutenu par les équipes internes BI et Data pour la création de tableaux de bord et l’automatisation des processus.

Il s’agit d’un poste stratégique au siège de Valsoft, offrant une exposition directe à la haute direction et une influence réelle sur l’ensemble du paysage d’investissement mondial de l’entreprise

APPROCHE D’INVESTISSEMENT:

Contrairement aux firmes de capital-investissement et de capital-risque, nous sommes des entrepreneurs qui achètent, développent et font croître des entreprises logicielles. C’est exact : nous ne revendons pas les entreprises. Nous formons une alliance stratégique avec les équipes de direction en place. Nous reconnaissons le dévouement et la persévérance nécessaires pour créer une entreprise, et nous accordons la priorité au bien-être des clients et des employés plutôt qu’aux objectifs à court terme.  

CULTURE:

Valsoft est bien plus qu’un simple lieu de travail : nous sommes une équipe. Lorsque nous affirmons que les gens sont notre plus grand atout, nous le pensons sincèrement. Investir dans nos employés est notre priorité absolue. Nous créons un environnement où nos employés ressentent l’excitation du premier jour, jour après jour, favorisant une culture de performance et de collaboration. Nous célébrons nos réussites, et nous en sommes fiers. Nous rêvons grand, restons humbles et toujours motivés.  

RESPONSABILITÉS PRINCIPALES :

• Suivi des opportunités d'acquisitions et des processus de "sourcing"
• Être responsable de la visibilité complète du pipeline de transactions de Valsoft, tous groupes d'investissement confondus.
• Consolider, suivre et analyser les efforts de prospection, les opportunités entrantes, les étapes du pipeline et les transactions conclues à l’aide d’Outreach, SAP et d’outils internes.
• Concevoir et piloter la cadence de reporting pour le CEO, le CIO et les autres membres de la direction.
• Identifier les groupes sous-performants ou les blocages dans le pipeline et alerter proactivement.
• Recherche de Marché et Intelligence Concurrentielle
• Suivre le marché externe à l’aide de Bloomberg, PitchBook et autres outils afin de :
• Surveiller les activités M&A dans le secteur des logiciels verticaux (VMS)
• Analyser les acquisitions de concurrents (ex : fonds de capital-investissement, aggrégateurs stratégiques, entreprises et autres)
• Identifier les grandes tendances (privatisations, IPOs, multiples de valorisation, stratégies de monétisation)
• Rédiger des notes exécutives courtes et des mémos stratégiques trimestriels sur les tendances du marché, les risques et les opportunités.
• Discipline Opérationnelle et Gouvernance des Processus
• Assurer la qualité des données dans Outreach et SAP en appliquant une pression de suivi et des rappels auprès des équipes M&A.
• Travailler avec les équipes Data/BI pour garantir que les tableaux de bord automatisés soient précis, fiables et exploitables.
• Promouvoir l’adoption des meilleures pratiques dans le suivi et le reporting des opportunités à travers les différents groupes.
• Insight Stratégique et Soutien à la Direction
• Synthétiser les tendances internes du pipeline et les signaux externes en insights stratégiques.
• Appuyer les comités d’investissement, rapports de conseil d’administration et décisions de déploiement du capital.
• Proposer des améliorations aux systèmes de suivi et d’évaluation internes, sur la base des écarts observés.

QUALIFICATIONS REQUISES / MINIMALES :

• Plus de 3 ans d’expérience en intelligence de marché, développement corporatif, capital-investissement, capital-risque, conseil en stratégie, services transactionnels ou dans des rôles similaires. Une expérience en génération de leads M&A est un atout.
• Solide compréhension du processus M&A, de l’origination des opportunités et des dynamiques de déploiement du capital.
• Compétences analytiques avancées et capacité à interpréter de grands volumes de données liées aux transactions et au marché.
• Excellentes compétences en communication écrite et orale – capable de produire du contenu exécutif de qualité et de travailler en équipes interfonctionnelles.
• Forte personnalité et crédibilité professionnelle – capable de remettre en question les décisionnaires seniors lorsque nécessaire.
• Esprit entrepreneurial et proactivité, avec la capacité de prendre la pleine responsabilité des projets.
• Titre CPA et/ou CFA (ou en voie d’obtention).
• Expérience avec les outils suivants : Outreach, SAP, Power BI, Bloomberg, PitchBook.
• Familiarité avec les logiciels de marchés verticaux (VMS), les méthodes de valorisation logicielle ou les tendances B2B SaaS.

AVANTAGES POUR LES EMPLOYÉS :

• Horaire de travail flexible
• Vacances illimitées après 1 an
• Allocation annuelle pour le bien-être
• Programme de remboursement de formation

Prêt(e) à joindre une équipe collaborative et innovante où vous pourrez avoir un impact immédiat?

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We are hiring an Analyst - Deal Flow & Market Research (CIO Office) to lead a new, high-impact initiative within the CIO Office. This role is central to ensuring the C-Suite has reliable, timely, and actionable insights into our M&A pipeline, outreach performance, and broader market activity. The successful candidate will be responsible for tracking, analyzing, and reporting on both internal deal activity and external market trends to support smarter capital allocation.

This is not an execution role in M&A but rather a strategic one focused on deal flow visibility, pipeline accountability, and competitive intelligence. You will collaborate closely with the M&A groups, Data Intelligence, and executive leadership to drive transparency, enforcement, and insight across the portfolio.

ABOUT VALSOFT CORP.:

Established in Canada in 2015, Valsoft has grown to a global portfolio of 118+ companies, acquiring and developing vertical market software companies, enabling each business to deliver the best mission-critical solutions for customers in their respective industries. A key tenet of Valsoft’s philosophy is to invest in well-established businesses and foster an entrepreneurial environment that molds companies into leaders in their respective industries. Valsoft looks to buy, hold and create value through long-term partnerships with existing management. 

ABOUT THE TEAM:

This role sits at Valsoft HQ as part of the Investment Intelligence function, reporting directly to the Director of Investment Intelligence & Portfolio Monitoring. You will be part of a cross-functional, high-visibility team that bridges Data & BI, Investment Strategy, and Portfolio Monitoring.

Our team’s mission is to elevate decision-making at the executive level by bringing clarity to pipeline performance, capital deployment, and portfolio insights. We work across all investment groups and verticals at Valsoft to ensure that intelligence, enforcement, and best practices are centralized and actionable.

You’ll be leading a newly created vertical focused on Deal Flow & Market Insights, working closely with the CEO, CIO, and various M&A leaders, while supported by internal BI and Data teams for dashboarding and automation.

This is a Valsoft Headquarters position, with direct exposure to senior leadership and influence across the global investment landscape within the company.

INVESTMENT APPROACH:

Unlike private equity and venture capital firms, we are Entrepreneurs who Buy , Enhance and Grow Software Businesses. That’s right; we don’t sell businesses. We form a strategic alliance with existing management teams. We recognize the dedication and perseverance required to create a firm and place a premium on customers’ and workers’ well-being over short-term goals.  

CULTURE:

Valsoft is more than just a place to work; we’re a team. We mean it when we say people are our greatest assets, so investing in them is our number one priority. We create an environment where our employees feel first-day-on-the-job excitement, day after day, creating a culture of high performers and collaboration. We celebrate our milestones, and we’re proud of them. We Dream Big, Stay Humble and Stay Hungry.

KEY RESPONSIBILITIES:

• Deal Flow Tracking & Reporting
• Own the full visibility of Valsoft’s deal pipeline across all investment groups.
• Consolidate, track, and analyze outreach, inbound leads, pipeline stages, and closed deals using Outreach, SAP, and internal tools.
• Design and lead the reporting cadence for the CEO, CIO, and other executives.
• Identify underperforming groups or bottlenecks in the pipeline and raise red flags proactively.
• Market Research & Competitive Intelligence
• Monitor the external market using Bloomberg, PitchBook, and other tools to track:
• M&A activity in the VMS space
• Competitor acquisitions (e.g., Constellation Software, private equity groups)
• Trends such as privatizations, IPOs, valuation multiples, monetization strategies
• Prepare short executive briefs and quarterly strategic memos on market insights and risks/opportunities.
• Operational Enforcement & Process Governance
• Champion data hygiene in Outreach and SAP by applying process pressure and follow-ups with M&A teams.
• Collaborate with data and BI teams to ensure automated dashboards are accurate and business-ready.
• Drive adoption of best practices in deal tracking and reporting across groups.
• Strategic Insight & C-Suite Enablement
• Synthesize pipeline trends and external intelligence into strategic insights.
• Support C-Suite in investment committee meetings, board reports, and capital deployment decisions.
• Recommend enhancements to our internal tracking and evaluation systems based on observed gaps.

REQUIRED/MINIMUM QUALIFICATIONS:

• 3+ years of experience in Market Research, Corporate Development, Private Equity, Venture Capital, Consulting, Transactional Service, or similar roles. Experience supporting M&A lead generation is a bonus.
• Strong understanding of M&A process, deal origination, and capital deployment dynamics.
• Advanced analytical skills and ability to interpret large volumes of deal and market data.
• Excellent written and verbal communication skills – able to produce polished executive-level content and work in cross-functional teams.
• Strong personality and credibility – able to push back on senior dealmakers when required.
• Self-starter with entrepreneurial drive and an ability to take ownership of projects.
• CPA and/or CFA designation (or in progress).
• Experience using Outreach, SAP, Power BI, Bloomberg, PitchBook.
• Exposure to vertical market software (VMS), software valuations, or B2B SaaS trends.

EMPLOYEE PERKS:

• Flexible working schedule
• Unlimited vacation after 1 year
• Annual Wellness Benefit
• Training Reimbursement Program

Ready to join a collaborative and innovative team where you can make an immediate impact?