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IA Client Service Associate *Mandarin Language skills required*
TD
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Full-time
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to…
Associé, développement des affaires
LetkoBrosseau
Montreal, QC
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Letko, Brosseau & Associates est l’un des principaux gestionnaires d’actifs indépendants d’envergure mondiale au Canada. Fondée en 1987, la société propose une gamme diversifiée de…
Associé(e), développement des affaires/ Associate, Business Development
Letko, Brosseau & Associates
Montreal, QC
Full-time
Letko, Brosseau & Associates est l’un des principaux gestionnaires d’actifs indépendants d’envergure mondiale au Canada. Fondée en 1987, la société propose une gamme diversifiée de…
ScotiaMcLeod Business Development Associate - London (18 Month Contract)
Scotiabank
London, ON
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
ScotiaMcLeod Administrative Associate St Catharines (12 Month Contract)
Scotiabank
St. Catharines, ON
As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by…
Administrative Associate
Robertson & Company Ltd.
Edmonton, AB
Full-time
Our client is an established private wealth management practice within a leading Canadian financial institution, providing highly personalized wealth management services to successful…
ScotiaMcLeod Administrative Associate - Calgary
Scotiabank
AB · Calgary, AB
As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by…
Associate, Investments
Blazesoft
Concord, ON
Full-time
…company. We are seeking an experienced, analytical, and tech-savvy Associate, Investments to support the CEO/Principal’s Investment Office across fund commitments, direct private…
Added 3 hours ago
Associate
RBC
Calgary, AB
Full-time
…collaborative individual who embraces technology to join our leading wealth management firm as an…
IIA Administrative Associate, ScotiaMcLeod
Scotiabank
Toronto, ON
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Added 2 hours ago
Associate
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Calgary, AB
Full-time
…collaborative individual who embraces technology to join our leading wealth management firm as an…
Added 4 hours ago
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Royal Bank of Canada
Calgary, AB
Full-time
…collaborative individual who embraces technology to join our leading wealth management firm as an…
Senior Investment Advisor Associate
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Calgary, Alberta
Full-time
This opportunity sits within ScotiaMcLeod, the full-service, high-net-worth wealth management arm of Scotiabank.
Branch Manager CIBC Wood Gundy
CIBC
Winnipeg, MB · Thunder Bay, ON
Full-time
Leverage relationships with CIBC partners to maximize opportunities to meet client needs (i.e. Commercial Banking, Business Banking, Private Wealth Management, and Retail Distribution)
CIBC – Associate / Senior Analyst, Institutional Client Experience - Bilingual
CIBC
Montreal, QC
Full-time
Our assets include those under institutional money management for pension funds, endowments and insurance funds, private wealth management, and those that are part of the CIBC family of…
Added 22 hours ago
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Royal Bank of Canada
Toronto, ON
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Added 22 hours ago
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RBC
Toronto, ON
Full-time
…Management, CCG Relationship Managers, Global Loans Administration, Private Banking, Wealth Management, Capital Markets, Treasury Management, Personal Banking, and…
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Scotia Wealth Management
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ScotiaMcLeod Wealth Advisor Development Program -Kanata
Scotiabank
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Customer Experience Associate - Clarenville, NFLD - 18.75 hours/week
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Clarenville, NL
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 3 hours ago
Customer Experience Associate - Bayview Village Centre, North York, ON (18.75 hours/week)
Scotiabank
Toronto, ON · North York, ON
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 4 hours ago
Customer Experience Associate - Chinatown, Vancouver, BC (15Hours/Week)
Scotiabank
Vancouver, BC
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…

Blazesoft

Associate, Investments

Concord, ON, L4K 4G7, Canada

Job type: Full-time

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At a glance

Automatically prepared from the listing. Check the original description for the full requirements.

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Responsibilities

Support the CEO's Investment Office by conducting diligence on fund commitments and direct private investments. Monitor portfolio holdings and prepare comprehensive reporting and investment recommendations across various asset classes.

Requirements

Requires 5+ years of relevant investment experience in fields such as private wealth, VC/PE, or investment banking. Must be proficient in financial modeling and AI-enabled productivity tools, and eligible to work in Canada.

Experience

5 to 10 years

Education

professional certificate

Working hours

40 hours per week

Work arrangement

On-site

Skills

Financial Modeling
Valuation
Due Diligence
Portfolio Monitoring
Investment Analysis
AI-enabled Research
Workflow Automation
Investment Memo Writing
Asset Management
Fund Diligence
Risk Analysis
Deal Flow Management

Benefits

Direct exposure to the CEO/Principal
Broad principal-side mandate
Competitive compensation with performance-based upside
Exposure to fund managers and founders
Entrepreneurial culture

Visa sponsorship

Not detected in the job text

Keywords

CFA
CIM
CAIA
Private Equity
Venture Capital
Family Office
LPA
Side Letters
Subscription Agreements
Term Sheets
Cap Tables
Public Markets
Real Estate
Cybersecurity
iGaming
Software
Defense Technology
Interactive Entertainment
Asset Allocation
Portfolio Management

Original job description

Blazesoft | Concord, Ontario | Full-Time, On-Site | Reports to: CEO/Principal

Blazesoft is a fast-growing, Great Place to Work-certified technology and entertainment company. We are seeking an experienced, analytical, and tech-savvy Associate, Investments to support the CEO/Principal’s Investment Office across fund commitments, direct private investments, public markets, and real estate.

This is a principal-facing role for an investment professional who wants broader exposure than a traditional financial-services role, with meaningful involvement in diligence, portfolio monitoring, reporting, and investment decision support.

Key Responsibilities

Conduct diligence on prospective fund commitments and direct private investments, including commercial, financial, operational, and structural analysis.
Prepare concise investment memos and recommendations for the CEO/Principal.
Monitor fund and direct-investment holdings, including capital calls, distributions, valuation updates, manager reporting, performance, and key portfolio developments.
Evaluate private investment opportunities by reviewing markets, financial models, cap tables, transaction terms, and exit potential.
Maintain a structured deal-flow and pipeline process; support relationships with fund managers, founders, co-investors, advisors, and intermediaries.
Prepare clear portfolio reporting across asset classes and geographies.
Review fund and transaction documentation, including LPAs, side letters, subscription agreements, and term sheets; flag legal, tax, compliance, and structural considerations in coordination with external advisors.
Use AI-enabled research, data extraction, workflow automation, and analytics tools to improve sourcing, diligence, reporting, and portfolio monitoring.

Requirements

5+ years of relevant investment experience; 7+ years is preferred for candidates expected to operate with greater autonomy.
Experience in private wealth, investment advisory, asset management, fund-of-funds or allocator investing, VC/PE, investment banking, family office investing, or another analytical investment role.
Demonstrated exposure to fund diligence, manager evaluation, fund documentation, private investment analysis, or portfolio monitoring.
Strong financial modeling, valuation, analytical, and diligence skills.
Excellent written communication skills, including investment memos, portfolio updates, and executive-level summaries.
Professional maturity, discretion, integrity, and sound judgment in a confidential principal-facing environment.
Strong fluency with AI-enabled research, data extraction, workflow automation, and productivity tools.
Able to work on-site in Concord, Ontario; eligible to work in Canada.

Preferred Assets

CFA, CIM, CAIA, or another relevant investment designation is a strong asset.
Current or previous AAR/AR registration, or eligibility to become registered if required, is also a strong asset.
Experience evaluating technology-driven private-market opportunities across software, cybersecurity, defense and security technology, interactive entertainment, iGaming, and adjacent technology verticals.
Familiarity with institutional fund managers, venture-capital, and private-markets ecosystems in North America and other relevant markets.

Benefits

Direct exposure to the CEO/Principal and meaningful involvement in investment decision-making.
A broad principal-side mandate across funds, direct investments, public markets, and real estate.
Competitive compensation with performance-based upside.
Exposure to fund managers, founders, advisors, and investment partners.
An entrepreneurial, fast-moving, Great Place to Work-certified culture.

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