Postuler

Première détection par notre source: il y a 7 heures

Senior Investment Analyst

@ DeeCon Service

Toronto, Ontario

Temps plein3+ ans d’expérience
Postuler
SIGNAUX

En bref

DeeCon Service is hiring a Senior Investment Analyst for a full-time role starting January 2027. The client is a Canadian alternative investment and wealth management firm focused on private markets, with offices in Toronto and Vancouver. The analyst leads due diligence on private-market funds and managers, builds financial models, and presents recommendations to the investment committee. The posting requires 3+ years of relevant experience and fluent Mandarin and English.

Responsabilités :

  • Lead due diligence on private-market funds and managers
  • Build financial models and present recommendations to the investment committee
  • Monitor the product shelf and write periodic fund reports
  • Run ongoing due diligence and flag key risks
  • Prepare product materials and training for advisors

Résumé des exigences :

  • 3+ years in equity research, banking, consulting, PE/VC or front-office wealth roles
  • Fluent Mandarin and English (required)
  • Strong financial modeling and valuation skills
  • Experience at an international brokerage preferred
  • CFA Level II or III is an asset
Source et dates

Type de source non vérifié · apify-linkedin

Date publiée par l’employeur
Non fourni
Première détection par notre source
2026-11-15
Mise à jour du dossier source
2026-11-15

Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.

Détails du poste

NiveauSenior
DomaineFinance et comptabilité
Expérience3 an(s) et plus
Heures par semaine40 (estimé)
Milieu de travailBureau
PositionSurtout assis
Exigences physiquesphysique faible · ordinateur élevé
LanguesEnglish, Mandarin
Permis et certificationsCFA
Avantages mentionnésCongés payés généreux, Aide aux études

Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.

DeeCon Service

ChampValeur
Offres sur Jobsy1
Description

About Our Client

Founded in 2015, our client is a growing alternative investment and wealth management firm serving clients in Canada. The firm is registered and licensed in multiple Canadian jurisdictions as an Investment Fund Manager (IFM), Portfolio Manager (PM), and Exempt Market Dealer (EMD).

Focused on private markets, the firm runs its own fund-of-funds platform and serves high-net-worth clients across Canada from offices in Toronto and Vancouver.

The Role

• Lead due diligence on private-market funds and managers (real estate, private credit, infrastructure, private equity).

• Analyze fund structures, strategies, track records, fees, leverage, liquidity and redemption terms, and valuation policies.

• Build financial models and present investment recommendations to the investment committee.

• Monitor the product shelf and write periodic fund reports.

• Run ongoing due diligence (manager calls, audited financials, offering documents) and flag key risks such as leverage, concentration and redemption trends.

• Prepare product materials and training for the advisor team.

Start date: Jan 2027

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.

Emplois semblables

  • Investment Analyst, Real Estate

    Toronto, ON
    Temps plein

    Rassa Group

    1+ ansCandidates need 1-3 years of commercial real estate, development, investment banking, lending or corporate finance experience. Advanced Excel and financial modelling skills, a solid grasp of valuation and development economics, and strong analytical and communication skills are required.

    Excel

  • Senior Investment Analyst (Temporary/Term)

    Ontario
    Temps plein

    BPLP Bruce Power L.P.

    6+ ansCandidates need a four-year university degree in a relevant field and a CFA designation, or equivalent education. They also need 6 to 8 years of experience in portfolio management, investment performance monitoring, liquidity management and capital raising, plus strong written and oral communication skills.

    Computer systems for financial analysis

  • Senior Investment Analyst

    Ontario
    Temps plein

    North Horizon

    5+ ansNorth Horizon needs candidates with a finance, economics, mathematics or related undergraduate degree, with an MBA, MFin or CFA preferred. Candidates need at least 5 years of investment research experience with a proven record of investment recommendations, strong modeling and communication skills, and flexibility to travel.

    Financial models, Excel

  • Investment Analyst, Dynamic Asset Allocation, Total Fund Management

    Toronto, ON
    Temps plein

    Ontario Teachers' Pension Plan Board

    1+ ansCandidates need an undergraduate degree in a relevant area and at least one year of experience in investment, financial markets, economic research or quantitative analysis. Strong Excel, PowerPoint and Word skills, quantitative ability and clear communication are required; CFA progress is an asset.

    Microsoft Excel, Microsoft PowerPoint, Microsoft Word, AI tools

    Investment Analyst, Infrastructure & Natural Resources

    Toronto, ON
    Temps plein

    Ontario Teachers' Pension Plan Board

    1+ ansCandidates need at least one year of experience, ideally in investment banking, private equity or principal investing, and a bachelor's degree. Strong analytical, financial modelling, presentation and communication skills, advanced Excel and PowerPoint, and willingness to travel internationally are required.

    Excel, PowerPoint

  • Investment Analyst

    Toronto, ON
    80k–100k $/anHybrideTemps plein

    GRS

    1+ ansCandidates need a bachelor's degree in finance, economics, commerce, mathematics or a related field, plus 1 to 3 years of investment or pension consulting experience. Advanced Excel and PowerPoint skills and strong financial data analysis are required.

    Microsoft Excel, Microsoft PowerPoint, Morningstar Direct, eVestment

Lieux et modes de travail

Lieux

Tout le CanadaTélétravail · Hybride · Sur place · Sur le terrain

Astuce : ajoutez le télétravail pour élargir la recherche.

Exclure des lieux

Mode de travail

Offres de cette entreprise dans les résultats

Voici les offres de cette entreprise chargées dans votre recherche. Elle peut avoir d’autres postes ouverts.