Investment Analyst

As a family-owned and operated organization based in Alberta and British Columbia, TOR Properties provides services across construction, property management, and independent living for seniors. Learn more about TOR Properties here: https://torpropgroup.ca/.

Position Summary:

The Investment Analyst supports investment research, financial analysis, portfolio monitoring, and due diligence across public equity, private credit, fixed income, and broader capital markets opportunities. This role is ideal for a highly analytical and detail-oriented individual with strong financial modeling skills, investment research experience, and the ability to translate complex data into clear recommendations for investment decision-making.

The position works closely with investment, portfolio management, credit, and ESG teams to evaluate company fundamentals, valuation, risk factors, industry trends, and portfolio exposures. The role requires strong technical capability, sound judgment, intellectual curiosity, and the ability to communicate insights clearly through reports, dashboards, presentations, and financial models.

Compensation Range: $75 annually

The following job responsibilities are essential for the success of this position:

• Conduct investment research and analysis on public equity, private credit, and fixed income opportunities.
• Build and maintain three-statement financial models, discounted cash flow models, comparable company analyses, and scenario-based forecasts.
• Prepare equity initiation reports, credit reviews, investment summaries, and valuation recommendations.
• Analyze company financial statements, industry trends, macroeconomic factors, competitive positioning, and key investment risks.
• Support ESG due diligence by evaluating climate-transition risk, physical climate risk, litigation exposure, reputational risk, governance factors, and other material investment considerations.
• Develop dashboards and reporting tools using Excel, Power BI, and financial data platforms to monitor portfolio holdings, emissions exposure, performance drivers, and investment risks.
• Assist with portfolio rebalancing analysis, client or stakeholder presentation materials, and investment committee preparation.
• Review sell-side research, consult with analysts or industry contacts, and synthesize findings into actionable insights.
• Support credit risk analysis by evaluating EBITDA trends, free cash flow, leverage, liquidity, balance sheet strength, industry conditions, and rating methodology.
• Track portfolio exposures, ESG metrics, weighted average carbon intensity, financed emissions, and company-specific risk developments.
• Create concise written reports, slide decks, and visual analysis for internal teams and decision-makers.
• Identify opportunities to improve investment research processes, reporting efficiency, and workflow automation.

Qualifications:

• Bachelor’s degree in Commerce, Finance, Economics, Business, or a related field; candidates pursuing a degree may be considered for internship or analyst-level opportunities.
• Experience 2 - years of experience
• Strong academic performance with relevant coursework in financial accounting, management accounting, corporate finance, valuation, statistics, economics, operations, and banking.
• Experience in investment research, capital markets, credit analysis, portfolio management, wealth management, or equity research preferred.
• Strong understanding of financial statements, valuation methods, capital markets, credit risk, and portfolio construction.
• Experience building financial models, investment reports, dashboards, and research presentations.
• Knowledge of ESG analysis, climate-risk assessment, and portfolio emissions reporting considered an asset.
• Completion of or progress toward finance-related certifications, such as the Canadian Securities Course, valuation training, CFA coursework, or similar credentials, preferred.

Technical Skills

• Advanced Excel and financial modeling skills.
• Experience with Power BI or similar dashboard/reporting tools.
• Proficiency with Microsoft Office Suite, including PowerPoint and Word.
• Familiarity with financial data platforms such as Bloomberg Terminal, FactSet, Refinitiv Eikon, MSCI ESG Manager, ISS ESG, or similar tools.
• Ability to analyze large datasets and present findings clearly and accurately.

Competencies

• Strong analytical, quantitative, and problem-solving skills.
• Excellent written and verbal communication skills.
• High attention to detail and commitment to accuracy.
• Ability to manage multiple priorities and meet deadlines.
• Strong research capability and intellectual curiosity.
• Professional judgment when evaluating risk, valuation, and investment quality.
• Ability to work both independently and collaboratively with investment teams.
• Comfort presenting investment recommendations to stakeholders or decision-makers.

Preferred Experience

• Equity research, investment banking, asset management, pension fund, wealth management, or credit investment experience.
• Experience preparing buy/sell/hold recommendations, investment memos, or pitch materials.
• Experience with ESG due diligence, financed emissions tracking, or sustainability-related investment analysis.
• Experience supporting portfolio managers, investment teams, or client-facing advisors.
• Exposure to Canadian and U.S. public equities, investment-grade fixed income, private credit, or structured products.

Accepting Applications Until: 11/13/2026 or until the position is filled