14336213
Located in Ottawa, Ontario, ON
Pay: $75,000 - $95,000
Job Full Description
Our client, a leading financial services company, is looking for a motivated and driven Investment Research Analyst to join their team on a permanent basis. The ideal candidate will have a strong analytical mindset, excellent communication skills, and experience working with financial data. The successful candidate will be responsible for conducting research, analyzing market trends, and creating client-specific reports.
Why work for this organization?
- Comprehensive benefits package including health and dental
- Competitive salary with performance-based bonuses
- Hybrid model (1-2 days WFH)
- 3 weeks’ vacation
- Yearly performance bonuses
- Team building / Social events
- Opportunities for continuing education and professional development
- Centrally located and bus accessible
Required skills and qualifications:
- Mandatory requirement: CFA Charter holder or a candidate actively pursuing the CFA designation (minimum Level 1)
- Post secondary education in a related field, such as finance, economics, accounting, or business administration
- Minimum of 2 years of experience in a similar role, preferably in wealth management, portfolio management, or investment research
- Deep understanding of financial markets, investment vehicles, portfolio construction, and risk management
- Strong quantitative skills
- Excellent communication skills, both verbal and written, with an ability to present complex information to clients clearly
- Strong attention to detail, organization, and time-management skills
- Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint, as well as financial planning and portfolio management software
- Knowledge of relevant regulatory frameworks (CIRO)
- Highly analytical and a strategic thinker
Duties may include, but are not limited to:
- Assist in the deployment of trading strategies, monitor market conditions, and identify opportunities for growth
- Conduct in-depth research and analysis on financial products to ensure compliance with regulatory requirements
- Create and generate customized reports for clients, providing insightful analysis and market updates
- Analyze new investment opportunities, assess market demand, and provide recommendations
- Research and analyze private equity investments, identifying potential opportunities for clients
- Support trading activities, monitor market trends, and provide market insights
- Create and maintain accurate and up-to-date fact sheets for private equity funds
- Develop marketing materials highlighting features, benefits, and investment opportunities
- Conduct ad-hoc research projects as assigned, providing actionable insights and recommendations
- Perform additional tasks as required to support the team
Salary: $75,000 to $95,000 per year
Monday to Friday – Flexible hours between 8:00AM/ 9:00AM to 4:00PM/5:00PM
If you are interested and believe you meet the specified qualifications, please reply to this ad with your Resume.
We thank all applicants for their interest in Express Employment Professionals; however, only those candidates selected for interviews will be contacted.
Express Employment Professionals is an Equal Opportunity Employer.
Ottawa, ON
2709
2733 Lancaster Road
Suite 110
Ottawa, ON K1B 0A9
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