271 Junior Investment Analyst jobs in Canada
Investment Analyst / Senior Investment Analyst
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Job Description
Salary:
About Us:
At Regional Group, we're not your typical real estate company we're innovators, leaders, and trailblazers with over six decades of experience shaping the real estate landscape in the National Capital Region. Today, we boast a $5+ billion pipeline of commercial, mixed-use, and residential projects in various stages of development in Ontario and Quebec. Additionally, our management portfolio includes over 2.9 million square feet of commercial space and 2,000 residential units. Through our homebuilding division, eQ Homes, we consistently create visionary, award-winning communities that lead the way in home innovation and sustainable living initiatives.
About the Role:
We are seeking a highly analytical and detail-oriented Investment Analyst to join our growing team. This role offers the opportunity to work at either the Intermediate or Senior level, with the final title and scope of responsibilities determined based on your experience and qualifications.
In this role, you will work closely with the Director of Investments and Analytics to support data-driven decision-making. Key responsibilities include preparing monthly cash flow forecasts, analyzing job cost reports, managing equity calculations and investor return reporting, and automating management reports and dashboards.
We are looking for candidates with strong analytical skills, a solid background in financial modelling and reporting, and a keen attention to detail. Whether you are at an intermediate or senior level, we encourage you to apply and be part of our growing team.
Key Responsibilities:
- Gather historical data and information from company internal databases and organize/format data in Excel, creating new financial models as required.
- Create land and housing financial forecasts, financial reports, cash flows and equity investment reports for external and internal stakeholders.
- Create and maintain a consolidated cash flow model from beginning to end of life for all assigned land development, construction and property management projects.
- Maximize profitability and cash flows by analyzing complex project budgets and creating pro forma models.
- Drive process improvements, including the creation of ad-hoc and standardized reports.
- Drive improvements to ERP system setup and dashboard development.
- Mentoring/knowledge sharing with colleagues.
About You:
- Post-secondary education in commerce, math, computer science, or engineering.
- CFA or MBA certification is a valuable asset.
- 2-8 years of experience in financial modelling.
- Exceptional skills in Microsoft Excel.
- Experience with Yardi and/or NewStar ERP systems, and proficiency in SQL and VBA, is advantageous.
- Preferred background in the real estate industry.
- Excellent oral and written communication skills.
- In-depth knowledge of cost and financial accounting procedures, analysis, and reporting.
- Strong analytical abilities with meticulous attention to detail and accuracy.
- Capable of meeting tight deadlines while effectively prioritizing and managing multiple tasks.
- Ability to manage tight timelines and changing priorities while maintaining confidentiality.
- Highly organized, with the ability to process large volumes of information and effectively prioritize and execute multiple tasks.
- Mature, pleasant, and professional demeanor.
Why Join Us:
- We empower our people to strive for creativity, uniqueness, and distinction.
- We are actively pursuing portfolio growth opportunities, ensuring continuous development and advancement.
- We take pride in shaping real estate in Ottawa for over 60 years.
- Enjoy competitive pay, incentives, and tuition reimbursement to support your personal and professional growth.
- Benefit from 15 paid vacation days plus additional PTO to ensure a healthy work-life balance.
- Thrive in a supportive environment with ample growth opportunities to nurture your career.
- Our driven values are Integrity, Commitment, Innovation, Attention, Balance, Gratitude, and Leadership.
Regional Groupis an equal-opportunity employer dedicated to creating an inclusive and accessible workplace environment. We are committed to cultivating a workforce that mirrors the diversity of our community, including individuals with disabilities. If you require accommodation or support during any stage of our recruitment and selection process, we will collaborate with you to address your needs.
Investment Analyst
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Job Description
Company Overview
Ellement Consulting Group (Ellement) is a privately-owned actuarial consulting firm established in 1996. We provide actuarial, administration, software programming, and consulting solutions for pension, benefits, and investment programs for individuals, corporations, unions, associations, and governments across Canada.
At Ellement, we empower our clients with informed choices and expert advice. Our mission centers on delivering purposeful, accessible experiences that prioritize customer obsession and operational excellence. We are committed to integrity, strategic foresight, and fostering symbiotic partnerships where challenges are met with collective brilliance and innovative solutions.
Our approach is straightforward and client-centric, ensuring that every interaction is clear, helpful, and devoid of unnecessary jargon. Confident and authentic, we strive to be more than consultants—we are reliable partners in our clients' success.
Position Summary
We are seeking a detail-oriented and analytical Investment Analyst to join our team. The ideal candidate will play a key role in supporting the actuarial, investment, and analytical functions related to pension plans, investment portfolios, retirement products, and other related services. This position involves performing complex calculations, analyzing data, programming models, and assisting in the preparation of reports that inform strategic decision-making. You will work collaboratively with a team of actuaries, consultants, investment professionals, and pension administrators to provide valuable information and insights for our clients.
Key Responsibilities:
Investment Reconciliation:
- Reconciliation of custodian and investment manager data.
- Produce and review both Monthly Reports and Quarterly Risk, Investment and Compliance Reports.
- Quality control on monthly custodial reports.
- Quarterly communication with current and prospective investment managers.
- Respond to inquiries from clients and investment managers regarding data and interpretation of analytical results.
- Interpret and communicate quantitative and qualitive data to the consultant.
- Look back at previous investment decisions and the thought process of making the investment decision
Collaboration:
- Work closely with consultants, investment team members, and other departments to support client engagements and strategic initiatives.
- Collaborate on special projects as directed.
Requirements
Education:
- College diploma or bachelor’s degree in Actuarial Science, Mathematics, Statistics, or a related field (accounting, investments, business administration)
Experience:
- Previous experience in an actuarial or investments role, particularly in the retirement or pension sector, is advantageous but not required.
- Internships or coursework related to actuarial science, pension plans, or financial analysis will be considered.
Certifications:
- Progress toward actuarial certification (Society of Actuaries and Canadian Institute of Actuaries) with 2+ exams passed or working towards CFA designation is preferred.
Skills:
- Strong analytical and problem-solving skills with a keen attention to detail.
- Proficient in Excel and other Microsoft software programs.
- Professional and highly organized.
- Demonstrate excellent communication skills, both written and verbal.
- Respects confidential and highly sensitive, critical information.
- Is effective at working autonomously and can work collaboratively in a team-oriented environment.
- Ability to operate proprietary and external software.
Successful completion of a cleared criminal background check is required.
Benefits
- Competitive starting salary based on your experience.
- Comprehensive pension and benefits insurance plans.
- Flexible work arrangements, including paid time off and holidays, to support work-life balance.
- Small, collaborative team working on meaningful, high-impact projects.
- Opportunities for professional development and career advancement, including mentorship and hands-on experience with modernization initiatives.
- Supportive culture where your contributions make a visible impact and you can grow alongside the team.
Investment Analyst
Posted today
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Job Description
Hybrid role based in Toronto, Canada
We are looking to hire for this role on a B2B consultancy agreement while still providing all the benefits outlined in the job description.
Role Overview
Senior Investment Analyst
Posted today
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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.
Investment Analyst, Equities
Posted 9 days ago
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Investment Analyst, Equities
Location: Hybrid - Toronto, ON
Empire Life is looking to hire an Investment Analyst to join our Canadian Equities team!
Why pursue this opportunity
Play an integral role - this is an opportunity that allows for you to grow your skills, while directly contributing to the business unit you are a part of.
Have your voice heard - with a fresh perspective, we welcome those that can highlight opportunities for improvement. We encourage creative and innovative thinking and welcome candidates who are not afraid to challenge the status quo.
Hone your skills - this is an opportunity that allows for you to grow your technical, and functional skills
What you’ll be working on
- Collect and analyze industry, company and economic information from a variety of sources including websites, institutional research, corporate reports and industry publication
- Review Annual Reports, Quarterlies and Proxy Statements
- Conduct regular meetings with management teams of companies both in our portfolio and investment universe
- Attend industry and company events to gather information such as investors day, company tours and industry conference
- Analyze financial information relating to companies via annual reports, quarterly reports and investor presentations
- Write research reports and present to management to assist in key portfolio decision making
- Construct stock screens using software such as Bloomberg to filter database of companies to identify potential investment ideas
- Organize all available information and data effectively in order to build and maintain spreadsheet models for both valuation and monitoring purposes
- Determine both buy and sell targets for companies based on a combination of all the qualitative and quantitative information collected
- Present investment ideas to the broader Investment Team
- Keep abreast of portfolio strategy, developments in the Canadian and Global economic and political environment and fluctuations in the capital markets
- Maintain statistics on the portfolio regarding exposures, company information and valuation parameters.
- Communicate portfolio positioning ideas to the portfolio managers
- Perform other special projects related to investment or theme ideas for the Portfolio managers as required
- Market individual fund management capabilities including making presentations to existing and potential clients
What we’re looking for you to have
- 2+ years experience in investment research or related positions
- Completion of a university degree with courses in finance, investments, economics, mathematics, statistics, ethics
- Experience covering equities in the materials, mining and/or energy sectors would be an asset
- CFA or working toward designation
- Well-developed mathematical skills
- Strong research, financial modeling, risk management and a thorough understanding of various investment valuation concepts
- Clear written and verbal communication skills
- Ability to plan tactically or plan strategically
- Attention to detail/accuracy
- Ability to think logically, analyze and/or solve problems
- If you are applying for a position which is open to applicants across Canada, unless otherwise indicated in the position, language proficiency in English is required for communicating with customers, advisors, or employees across Canada.
Beyond the salary
For regular full-time positions, Empire Life offers a comprehensive total rewards package that includes:
- Competitive salaries with annual pay increases
- Annual bonus program, which recognizes both strong company performance and individual contributions, for non sales positions
- Competitive uncapped commission, for sales positions
- A comprehensive employer-funded benefits package starting from day one of employment, that includes life insurance, disability, health and dental and a generous health account
- Flexible work arrangements and an annual allotment of personal health days.
- Four weeks annual vacation from hire date
- A defined contribution pension plan with generous employer matching
- Top up programs for parental leave and compassionate leave
- Employer-sponsored wellness and recognition programs
- A cash employee referral program
To learn more about working at Empire Life, visit
Get to know us
Empire life is proud to be an equal opportunity employer. We celebrate diversity, are committed to creating an inclusive environment, and welcome everyone to participate in our application process. We encourage those of all backgrounds and experiences to apply, even if you don't believe you meet each unique qualification outlined. Applicants will receive equal consideration without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, or age.
Empire Life welcomes applications from people with disabilities and disabled people. Accommodations are available upon request for candidates taking part in all aspects of the screening and selection process. If you need this job posting in an alternative format or have any accessibility questions, please contact .
Investment Analyst, Equities
Posted 9 days ago
Job Viewed
Job Description
Investment Analyst, Equities
Location: Hybrid - Toronto, ON
Empire Life is looking to hire an Investment Analyst to join our Canadian Equities team!
Why pursue this opportunity
Play an integral role - this is an opportunity that allows for you to grow your skills, while directly contributing to the business unit you are a part of.
Have your voice heard - with a fresh perspective, we welcome those that can highlight opportunities for improvement. We encourage creative and innovative thinking and welcome candidates who are not afraid to challenge the status quo.
Hone your skills - this is an opportunity that allows for you to grow your technical, and functional skills
What you’ll be working on
- Collect and analyze industry, company and economic information from a variety of sources including websites, institutional research, corporate reports and industry publication
- Review Annual Reports, Quarterlies and Proxy Statements
- Conduct regular meetings with management teams of companies both in our portfolio and investment universe
- Attend industry and company events to gather information such as investors day, company tours and industry conference
- Analyze financial information relating to companies via annual reports, quarterly reports and investor presentations
- Write research reports and present to management to assist in key portfolio decision making
- Construct stock screens using software such as Bloomberg to filter database of companies to identify potential investment ideas
- Organize all available information and data effectively in order to build and maintain spreadsheet models for both valuation and monitoring purposes
- Determine both buy and sell targets for companies based on a combination of all the qualitative and quantitative information collected
- Present investment ideas to the broader Investment Team
- Keep abreast of portfolio strategy, developments in the Canadian and Global economic and political environment and fluctuations in the capital markets
- Maintain statistics on the portfolio regarding exposures, company information and valuation parameters.
- Communicate portfolio positioning ideas to the portfolio managers
- Perform other special projects related to investment or theme ideas for the Portfolio managers as required
- Market individual fund management capabilities including making presentations to existing and potential clients
What we’re looking for you to have
- 2+ years experience in investment research or related positions
- Completion of a university degree with courses in finance, investments, economics, mathematics, statistics, ethics
- Experience covering equities in the materials, mining and/or energy sectors would be an asset
- CFA or working toward designation
- Well-developed mathematical skills
- Strong research, financial modeling, risk management and a thorough understanding of various investment valuation concepts
- Clear written and verbal communication skills
- Ability to plan tactically or plan strategically
- Attention to detail/accuracy
- Ability to think logically, analyze and/or solve problems
- If you are applying for a position which is open to applicants across Canada, unless otherwise indicated in the position, language proficiency in English is required for communicating with customers, advisors, or employees across Canada.
Beyond the salary
For regular full-time positions, Empire Life offers a comprehensive total rewards package that includes:
- Competitive salaries with annual pay increases
- Annual bonus program, which recognizes both strong company performance and individual contributions, for non sales positions
- Competitive uncapped commission, for sales positions
- A comprehensive employer-funded benefits package starting from day one of employment, that includes life insurance, disability, health and dental and a generous health account
- Flexible work arrangements and an annual allotment of personal health days.
- Four weeks annual vacation from hire date
- A defined contribution pension plan with generous employer matching
- Top up programs for parental leave and compassionate leave
- Employer-sponsored wellness and recognition programs
- A cash employee referral program
To learn more about working at Empire Life, visit
Get to know us
Empire life is proud to be an equal opportunity employer. We celebrate diversity, are committed to creating an inclusive environment, and welcome everyone to participate in our application process. We encourage those of all backgrounds and experiences to apply, even if you don't believe you meet each unique qualification outlined. Applicants will receive equal consideration without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, or age.
Empire Life welcomes applications from people with disabilities and disabled people. Accommodations are available upon request for candidates taking part in all aspects of the screening and selection process. If you need this job posting in an alternative format or have any accessibility questions, please contact .
Investment Product Analyst
Posted 7 days ago
Job Viewed
Job Description
**Key Responsibilities**
+ **Product Management**
+ Support a team of Product Managers by providing data-driven insights to help position our investments products in the field
+ Conduct market research to analyze trends and identify product gaps and opportunities
+ Provide Product Managers with detailed competitive analysis at the fund level
+ Support platform management activities including fund rationalization and/or enhancement efforts
+ **Analytics & Reporting**
+ Analyze fund performance, flows, and peer group comparisons
+ Prepare regular and ad-hoc reports to be utilized by key stakeholders
+ Support pricing and fee analysis for existing products
+ **Stakeholder Collaboration**
+ Liaise with legal, compliance, and operations to ensure product documentation and processes are accurate and up to date.
+ Partner with marketing to act as subject matter expert in the development and review of collateral and presentations
**Qualifications**
+ Bachelor's degree in finance, economics, business, or a related field; CFA and/or CAIA designation or progress toward it is an asset
+ Minimum 3 to 5 years of experience in investment product management and/or development
+ Familiarity with mutual fund and ETF structures, including investment strategies across multiple asset classes
+ Excellent communication and organizational skills
+ Ability to work independently and collaboratively in a fast-paced environment
**Preferred Skills**
+ Experience with data platforms such as Morningstar Direct, FactSet, or Bloomberg
+ Strong analytical skills with proficiency in Excel, PowerPoint, and data visualization tools
+ Knowledge of Canadian investment fund regulations
**_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.
**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**
Toronto, Ontario
**Modalidades de Trabajo**
Híbrido
**Salary range is expected to be between**
$71,925.00 CAD - $119,875.00 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.
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