Finance & Investment Analyst (Remote)

Job summary

The analyst will conduct portfolio evaluations, market research, and quantitative risk assessments for investment initiatives. They are also responsible for building financial models, tracking performance metrics, and drafting investment memos for committees.

Job details

Role: Finance & Investment Analyst (Remote) Location: Remote (Canada) Employment Type: Full-Time Job Overview: We are seeking a Finance & Investment Analyst to conduct portfolio evaluation, market research, and quantitative risk/return analysis for investment initiatives. What You'll Do: Analyze potential investment opportunities, asset classes, and market developments. Build discounted cash flow (DCF) models and valuation structures. Track portfolio performance metrics and report on return profiles. Conduct market research on economic conditions and competitive trends. Draft investment memos and presentation decks for investment committees. What We're Looking For: Bachelor’s degree in Finance, Economics, or Quantitative Analytics. 2+ years of experience in investment analysis, private equity, or asset management. Highly advanced Excel and financial modeling expertise. CFA candidate or charterholder is a strong plus. Core Competencies for Success: Analytical Thinking: Ability to translate complex financial data into clear, actionable narratives. Adaptability: Comfort working independently and thriving in a fast-paced, fully remote environment. Attention to Detail: Commitment to maintaining 100% accuracy in financial reporting and compliance. Cross-Functional Collaboration: Skill in presenting financial insights to non-technical stakeholders. Why You’ll Love Working With Us: Remote-First Culture: We believe you do your best work when you have the flexibility to work from where you are most productive. Meaningful Impact: You aren't just crunching numbers; your insights will directly influence our strategic growth. Continuous Learning: We encourage professional development and support continuous learning in the ever-evolving finance sector. Equal Opportunity Employer We hire based on skills, expertise, and qualifications. All qualified candidates are welcome regardless of background, experience, or prior employment history. Applications are evaluated based on demonstrated expertise and suitability for the role. Apply Now!

What you’ll do

The analyst will conduct portfolio evaluations, market research, and quantitative risk assessments for investment initiatives. They are also responsible for building financial models, tracking performance metrics, and drafting investment memos for committees.

Requirements

Candidates must hold a bachelor's degree in Finance, Economics, or Quantitative Analytics and possess at least 2 years of experience in investment analysis or asset management. Advanced proficiency in Excel and financial modeling is required, with a CFA designation considered a strong asset.

Benefits

• Remote-first culture • Professional development • Continuous learning

Listed skills

• adaptability · Preferred
• Financial Reporting · Preferred
• Attention to detail · Preferred
• Data analysis · Preferred
• Microsoft Excel · Preferred
• Communication · Preferred
• Cross-Functional Collaboration · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial modeling
• Discounted cash flow analysis
• Portfolio evaluation
• Market research
• Quantitative risk analysis
• Investment analysis
• Excel
• Financial reporting
• Data analysis
• Strategic planning
• Communication
• Attention to detail
• Analytical thinking
• Adaptability
• Cross-functional collaboration

Job areas

• Finance & Accounting
• Data & Analytics
• Management & Leadership
• Consulting