Investment Analyst

Canada·Campbell Rivermid

Finance & AccountingFinancial Analyst

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Requirements Summary

Post Secondary education in Accounting, Finance, Portfolio Management or related qualification 3 plus years of experience in investment analysis, asset management,

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Finance & AccountingFinancial Analyst

We are a private family office managing a diversified, multi-asset investment portfolio across public and private markets. The position is for the personal asset management organization of the Broadstreet Properties Ltd. ownership group.

We’re looking for a detail-oriented and intellectually curious Investment Analyst to join our team. In this role, you will work closely with the Portfolio Manager to support investment research, portfolio management, and reporting activities across multiple investments.

This is a great opportunity for someone who enjoys working in a collaborative, lean environment and wants meaningful exposure to investment decision-making across asset classes.

Conduct in-depth research on public equities, primarily North American large-cap companies
Support due diligence efforts for private equity, venture capital, and alternative investments
Build and maintain financial models, valuation analyses, and investment summaries
Monitor macroeconomic trends, market developments, and sector performance
Assist with portfolio construction, rebalancing, and tactical asset allocation
Track and evaluate performance across multiple strategies and accounts
Analyze portfolio risk exposures, correlations, and factor sensitivities
Contribute to the execution of hedging and overlay strategies
Prepare monthly and quarterly investment reports
Support development of materials for clients and investment committees
Maintain dashboards and reporting tools (Excel, Power BI, or similar)
Respond to ad hoc analysis requests from internal stakeholders
Coordinate with brokers, custodians, and banking partners on trade execution and account setup
Assist with capital calls, subscriptions, and tracking of private investments
Support data accuracy and integrity across portfolio systems

What you need to be successful:

Post Secondary education in Accounting, Finance, Portfolio Management or related qualification
3 plus years of experience in investment analysis, asset management, or equity research
Strong understanding of financial markets, valuation methods, and portfolio theory
Hands-on experience with equities; exposure to private markets or alternatives is an asset
Progress toward or completion of a CFA (or similar designation) is preferred
Advanced Excel skills; familiarity with Power BI or similar tools
Bloomberg Terminal experience is considered an asset
Strong analytical and quantitative thinking
High attention to detail and accuracy
Ability to manage priorities and work independently in a small team
Clear and effective written and verbal communication skills
A genuine interest in long-term investing and continuous learning

The perks: