Build Your Career in Financial Analysis
Join our team of dedicated professionals who are passionate about investment research and helping clients make informed financial decisions
Investment Research Analyst
As an Investment Research Analyst, you'll spend your days diving deep into market trends, analyzing company financials, and preparing detailed reports that help our clients understand complex investment landscapes. This role combines analytical thinking with practical communication skills.
Essential Requirements
- Bachelor's degree in Finance, Economics, or related field
- 2+ years experience in financial analysis or research
- Proficiency with Excel, Bloomberg Terminal, and financial modeling
- Strong written communication skills for client-facing reports
- CFA Level I completion preferred
Portfolio Strategy Consultant
Portfolio Strategy Consultants work directly with clients to develop customized investment approaches. You'll translate complex market research into actionable strategies, conduct client meetings, and monitor portfolio performance against established benchmarks.
Essential Requirements
- 4+ years experience in portfolio management or consulting
- Professional designation (CFA, CFP, or equivalent)
- Experience with portfolio optimization software
- Client presentation and relationship management skills
- Knowledge of Canadian investment regulations
Market Data Specialist
Market Data Specialists maintain and analyze the financial data that powers our research and client recommendations. You'll work with large datasets, ensure data accuracy, and develop automated systems for data collection and validation.
Essential Requirements
- Experience with financial databases and APIs
- Programming skills in Python, R, or SQL
- Understanding of financial markets and instruments
- Detail-oriented approach to data quality
- Bachelor's degree in Finance, Computer Science, or Mathematics
A Day in the Life: Research Analyst
Market Review & Team Briefing
Start the day reviewing overnight market movements, reading financial news, and attending the morning team briefing where we discuss market conditions and today's research priorities.
Company Analysis Deep Dive
Spend focused time analyzing quarterly earnings reports, updating financial models, and conducting industry comparisons. This involves detailed spreadsheet work and accessing various financial databases.
Client Report Preparation
Write and review client-facing research reports, ensuring complex financial concepts are explained clearly. Collaborate with senior analysts on investment recommendations and risk assessments.
Portfolio Review Meeting
Join portfolio strategy discussions where research findings influence actual investment decisions. Present analysis to senior team members and discuss implications for client portfolios.
Continuing Education & Market Close
End the day reviewing market performance, updating research notes, and dedicating time to professional development through industry publications or CFA study materials.
Ready to Apply?
We're looking for dedicated professionals who want to grow their careers in financial analysis. Our next hiring cycle begins in September 2025, with positions starting in early 2026.
Submit Your Application