Senior Investment Analyst
- Toronto, ON, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Posting language
- English
- Posted
Original job description
About Our Client
Our client is a growing Canadian alternative investment and wealth management firm focused on private markets, with its own fund-of-funds platform. It serves high-net-worth clients across Canada, with offices in Toronto and Vancouver. Start date: Jan 2027.
The Role
- Lead due diligence on private-market funds and managers (real estate, private credit, infrastructure, private equity).
- Build financial models and present investment recommendations to the investment committee.
- Monitor the product shelf and write periodic fund reports.
- Prepare product materials and training for the advisor team.
Requirements
- 3+ years in equity research, investment banking, consulting, PE/VC, or a front-office role at a brokerage or wealth manager.
- Experience in Mainland China or Hong Kong is welcome; Canadian experience is not required.
- Fluent Mandarin and English (required).
- Strong financial modeling and valuation skills.
- Experience at an international brokerage is preferred.
- CFA Level II or III is an asset.
Interview Process
Includes a case study: a pitch on a private fund.
Benefits
Dental and vision care, paid time off, tuition reimbursement, company events.
More about this job
Responsibilities
Lead due diligence on private-market funds and managers across real estate, private credit, infrastructure, and private equity, and develop financial models and recommendations for the investment committee. Monitor the fund product shelf, prepare periodic fund reports, and create product materials and training for advisors.
Requirements
Requires at least three years of experience in equity research, investment banking, consulting, private equity or venture capital, or a front-office brokerage or wealth management role. Fluent Mandarin and English and strong financial modeling and valuation skills are required; international brokerage experience is preferred, and CFA Level II or III is an asset.
Skills
- Financial Modeling
- Valuation
- Investment Analysis
- Investment Recommendations
- Fund Monitoring
- Fund Reporting
- Product Materials Development
- Advisor Training
- Mandarin
- English
- Equity Research
- Investment Banking
- Private Equity
- Private Credit
Benefits
- Dental Care
- Vision Care
- Paid Time Off
- Tuition Reimbursement
- Company Events
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Management & Leadership
Keywords
- Alternative Investments
- Wealth Management
- Private Markets
- Fund-of-Funds
- High-Net-Worth Clients
- Due Diligence
- Real Estate
- Private Credit
- Infrastructure
- Private Equity
- Financial Modeling
- Valuation
- Investment Committee
- Fund Monitoring
- Fund Reporting
- Product Materials
- Advisor Training
- Mandarin
- English
- Equity Research
- Investment Banking
- Consulting
- Venture Capital
- Brokerage
- CFA Level II
- CFA Level III
- Private Fund Pitch