5 meilleures offres (investment analyst, waterloo, on) (à pourvoir)

Investment Analyst
True North HR Consulting —Waterloo, ON
- De 70 000 $ à 85 000 $ par an
- Temps plein
- Travail hybride
- Recherche
- Microsoft Office
- Finance
- Régimes de participation aux bénéfices
- Assurance Invalidité
il y a 1 jour
Senior Financial Analyst - Development
City of Cambridge —Cambridge, ON
- De 97 048 $ à 118 348 $ par an
- Du Lundi au Vendredi
- Recherche
- Gestion de projet
- Baccalauréat
- Assurance Invalidité
- Assurance Dentaire
il y a 2 jours
Financial Analyst (Reporting)
Agricorp —Guelph, ON
- De 73 912 $ à 86 955 $ par an
- Analyse de données
- Recherche
- Microsoft Office
- Assurance Dentaire
il y a 5 jours
Cambridge, Ontario, Canada SENIOR FINANCIAL PLANNING ANALYST – Canada
LiftWerx —Cambridge, ON
- De 90 000 $ à 108 000 $ par an
- Temps plein
- Microsoft Excel
- Systèmes PGI
- Finance
- Assurance Invalidité
- Assurance Dentaire
Senior Financial Analyst, Planning and Report
KidsAbility Centre for Child Development —Waterloo, ON
- De 78 870,19 $ à 93 658,93 $ par an
- Temps plein
- Esprit d'analyse
- Baccalauréat
- Comptabilité
- Assurance Invalidité
- Congés payés
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Investment Analyst

True North HR Consulting
Waterloo, ON

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Détails du poste

Temps plein
De 70 000 $ à 85 000 $ par an
Il y a 1 jour

Profil recherché

Investissement
Droit
Tableurs
Amélioration des processus
Recherche
Microsoft Office
Analyse financière
Finance
Maîtrise
Baccalauréat
Sens de l'organisation
Analyse et modélisation quantitatives
Cours sur le commerce des valeurs mobilières au Canada (CCVM)
Intelligence artificielle
Affaires
Analyste financier agréé (CFA)
Comptabilité
Compétences en communication
Analytique

Description complète du poste

Location: 420 Wes Graham Way Suite 312, Waterloo, ON N2L 0J6

Type: Full-Time | Monday to Friday (8:30AM to 5PM Eastern)

Hybrid Work Schedule - This role follows a hybrid work arrangement, with flexibility to work remotely and an expectation that the successful candidate will attend the Waterloo head office from time to time for meetings, collaboration, training, and other business needs.

Compensation: $70,000-$85,000 (commensurate with experience)

Vacancy Status: New role due to company growth

TriCert Investment Counsel is an independent Canadian portfolio management firm based in Waterloo, Ontario managing approximately $4.5 billion in client assets. We work closely with our clients' accountants and financial planners to provide an integrated wealth management experience, helping ensure investment decisions are informed by a broader understanding of each client's financial, tax, and planning circumstances.

We are growing and looking for an Investment Analyst to join our Portfolio Management team. This is an opportunity for someone early in their investment career to build practical experience in research, portfolio analysis, model portfolio management, and investment decision support within a disciplined, client-focused portfolio management firm.

The successful candidate will work closely with experienced Portfolio Managers and gain exposure to how investment decisions are developed, implemented, and monitored across a meaningful client base. This role is well suited to someone who is analytical, curious, detail-oriented, and interested in building a long-term career in portfolio management.

This is a full-time role based out of our Waterloo head office. TriCert operates in a hybrid work environment that combines in-office collaboration and mentorship with the flexibility of remote work, in accordance with the firm’s hybrid work practices.

What we offer

Flexible hybrid work environment
Competitive compensation with profit-sharing opportunity
Choice of comprehensive benefit packages
Support for professional development and a potential pathway toward becoming a licensed Portfolio Manager
A collaborative team environment with mentorship from experienced investment professionals

Key Responsibilities

Research, analyze, and support Portfolio Managers in developing investment recommendations
Generate and manage research that supports investment decisions within assigned sector
Perform fundamental security and industry analysis to identify companies with superior risk-return profiles
Perform quantitative modelling and analysis for security and industry selection
Document research ideas and investment rationales, and maintain analytical tools used to evaluate stocks for inclusion in funds
Communicate high-conviction recommendations to the broader team and work closely with Portfolio Managers
Assist in creating prospective client materials and investment proposals under the guidance of a Portfolio Manager
Engage and present to external stakeholders
Support the rebalancing of model portfolios
Participate in ongoing research and process improvement initiatives
Complete ad hoc projects as assigned

Required Qualifications

A bachelor’s degree in business, accounting, finance, statistics, or economics
Completed, or willing to complete, Level 1 of the Chartered Financial Analyst (CFA) program, or the Canadian Securities Course (CSC) in pursuit of the Chartered Investment Manager (CIM) designation
Strong attention to detail
Proficiency with MS Office - Advanced Microsoft Excel skills are a must
Excellent verbal and written communication skills
Strong organizational skills and the ability to prioritize multiple projects
Ability to work independently as well as part of a team

The following experience/skills would be considered strong assets:

Familiarity with AI tools and proficiency in large language model “LLM” prompt writing
Interest in financial markets and wealth management
Prior industry experience is an asset but not required - we welcome candidates early in their career who are eager to learn

Growth & Development

We invest in our people by supporting their learning, professional development, and long-term career growth. For someone interested in building a career in portfolio management, this role offers exposure to research, portfolio analysis, and investment decision-making, along with mentorship from our Portfolio Management team and financial support toward relevant professional designations. Over time, and subject to experience, performance, registration requirements, and business needs, the role may provide a pathway toward becoming a licensed Portfolio Manager.

If you are interested in joining a successful and growing organization, we encourage you to submit your resume for consideration. Candidates selected for an interview will be contacted within legislated timelines.

We are committed to a diverse and inclusive workplace. We are an equal opportunity employer and do not discriminate based on race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status. We are committed to providing a barrier free workplace. If accommodation is required during the selection or interview process, it will be available upon request. This job posting is available in an accessible format upon request.

We do not use artificial intelligence systems to screen, assess, or select applicants - all hiring decisions are made through human review.

While we appreciate all interest, only those candidates selected for an interview will be contacted.

Pay: $70,000.00-$85,000.00 per year

Benefits:

Dental care
Disability insurance
Extended health care
Life insurance
Paid time off
Profit sharing
Vision care

Work Location: Hybrid remote in Waterloo, ON

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investment analyst emplois - waterloo, on

Investment Analyst

Senior Financial Analyst - Development

Financial Analyst (Reporting)

Cambridge, Ontario, Canada SENIOR FINANCIAL PLANNING ANALYST – Canada

Senior Financial Analyst, Planning and Report

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