Publié il y a 3 mois
Analyst - Investments
@ Enterprise Wide
En bref
Ocean Capital Holdings Limited is hiring a full-time Investment Analyst in Saint John or Halifax, reporting to the Director-Investments. The role covers the full investment process across fixed income, public equities, alternatives and private equity, including portfolio analysis, regular reporting to the Board and monitoring compliance with Investment Policy Statements.
Responsabilités :
- Analyze internally and externally managed portfolios
- Prepare daily, weekly, monthly and quarterly investment reports
- Perform research on investment themes and ideas
- Use Bloomberg for holding and portfolio analysis
- Ensure investments comply with Investment Policy Statements
Résumé des exigences :
- Finance or related undergraduate or graduate degree
- 3-5 years of investment or financial markets experience
- Enrolled or interested in enrolling in the CFA program
- Strong analytical and numerical skills
- Strong written and verbal communication
Outils et compétences
Source et dates
Site carrière / système de candidatures · oraclecloud
- Date publiée par l’employeur
- 2026-08-11
- Première détection par notre source
- 2026-10-08
- Mise à jour du dossier source
- 2026-10-30
Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.
Détails du poste
| Niveau | Intermédiaire |
| Domaine | Finance et comptabilité |
| Expérience | 3 an(s) et plus |
| Heures par semaine | 40 (estimé) |
| Milieu de travail | Bureau |
| Position | Surtout assis |
| Exigences physiques | physique faible · ordinateur élevé |
| Langues | English |
| Formation | Baccalauréat (exigé), Maîtrise (préféré) |
| Domaines d’études | Finance |
Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.
Enterprise Wide
Profil d’entreprise sauvegardé
Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.
- Personnes associées sur LinkedIn
- 44
- Autres noms enregistrés
- Enterprise Wide
| Champ | Valeur |
|---|---|
| Secteur | IT Services and IT Consulting |
| Siège social | Sydney, New South Wales |
| Offres sur Jobsy | 78 |
| Voir la page |
Ocean Capital Holdings Limited is a privately held company with its head office located in Saint John, NB with interests across several business lines, including broadcasting, real estate, construction and service. Our purpose is to have winning businesses and great people, all contributing to better communities. We unlock the potential of our businesses through imagination and a passion for winning, and we celebrate the uniqueness in each person. Our focus is on excellence and accomplishments.
Ocean Capital has an opportunity for an Investment Analyst in our Saint John or Halifax locations. This position reports to the Director-Investments and will support the Investment team and have direct involvement in the complete investment process for all asset classes including fixed income, public equities, alternatives and private equity.
Key Responsibilities:
Provide analysis of internally and externally managed portfolios.
Provide regular reporting & analysis for investments, summarized as follows:
Daily & weekly portfolio reviews.
Monthly performance reports.
Quarterly investment report to the Board of Directors.
Perform research projects to identify and analyze investment themes and ideas.
Assist in the evolution of processes related to investments.
Use Bloomberg terminal reporting to facilitate holding specific and portfolio level analysis.
Annual review of Investment Policy Statements.
Assist in sourcing and implementing new tools to further improve and automate processes.
Interface with Ocean Capital’s investment managers and advisors on a regular basis.
Ensure investments are in compliance with Investment Policy Statements.
- Stay current with economic and market news and grow in understanding of financial markets.
Required Education & Experience:
- Undergraduate and/or graduate degree in Finance or related fields.
- 3-5 years of experience in investment / financial markets.
- Currently enrolled or an interest in enrolling in the CFA program.
- Experience with Bloomberg terminals will be considered an asset.
- Experience in Private Equity and Alternatives and engaging with these managers would be an asset.
- Proficiency in programming languages such as Python, R, or similar relevant to finance would be an asset.
- Strong comfort level with investment software and evolving technology.
- Demonstrated interest in Investing and Financial Markets.
- Analytical thinker with an aptitude for numbers and mathematics.
- Strong communication skills, both written and verbal.
- Excellent attention to detail and quality of data.
- Skilled in establishing and maintaining effective working relationships with others.
- Ability to work and think independently.
If you are interested in exploring this opportunity further, please apply with a resume and cover letter.
Journal
Visible seulement par vous. Conservé sur cet appareil, et dans votre compte une fois connecté.