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Senior Analyst – Investment performance and analysis

Downtown Montreal

Financial & Investment Funds | Finance corporative et investissement | #1696

Permanent | French

Differentiating elements

Autonomy & Latitude
Corporate Environment
Employee Wellness
Key Role with High Added Value
Leisure Activities
Professional Development
Teamwork

About the employer

An independent institutional asset management company, recognized for the quality of its teams and its entrepreneurial approach. You will work in an environment where roles are broad, impact is real and direct collaboration with the investment teams is part of everyday life.

Benefits

Flexible schedule of 35 hours per week – 4 weeks’ vacation upon entry – Hybrid telecommuting with 2 to 3 remote days – 5 personal days, including 2 wellness days, 1 holiday and 1 week without pay – Employer contribution to sports, cultural or wellness activities (up to $250) – Full group insurance from day 1 – Group RRSP with access to certain exclusive funds with no management fees – Accessible, modern downtown office – Stable, dynamic and caring team – Frequent team activities and relaxed atmosphere – Very little overtime and excellent life balance

Your responsibilities in a few words!

Ensure the quality and consistency of data related to funds and portfolios – Participate in performance monitoring and the production of financial analyses – Contribute to the production of reports for internal teams and management – Structure and improve processes related to investment data and operations – Develop and optimize analysis tools (Excel, dashboards) – Collaborate with investment, operations and finance teams – Participate in automation and continuous improvement initiatives – Respond to ad hoc analysis needs with rigor and autonomy.

Your assets for this position!

CFA or in the process of obtaining one (an asset)
BAC in finance, mathematics or other quantitative field
Experience in asset management or investment environment
Good understanding of financial markets and instruments
Excellent command of Excel (modeling, automation)
Experience with investment data and its analysis
Comfort with dashboard-type tools (Power BI, etc.), an asset), an asset
Ability to structure, improve and optimize processes
Rigor, analytical mind and attention to detail
Bilingualism in French and English

Summary

An ideal opportunity for an autonomous, inquisitive, rigorous person with a good analytical mind, able to juggle operational and analytical responsibilities. You’ll play a crucial role in a caring, agile team where your expertise will help structure work and improve processes. You’ll thrive in a stable, collaborative environment, adapting to the trust-based management style of your direct superior. By joining this team, you will contribute to the financial strength of a growing and transforming organization, while benefiting from a respectful, friendly and stimulating working environment. Join us to shape a key role in a rapidly evolving structure!

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