Investment Analyst

Saint John, NB or Halifax, NS

Reference # HL-OCA-7867

Our client, Ocean Capital Holdings Limited is a privately held company located in Saint John, NB with interests across a number of business lines, including broadcasting, real estate, construction and service. Their purpose is to have winning businesses and great people, all contributing to better communities. They unlock the potential of their businesses through imagination and a passion for winning, and they celebrate the uniqueness in each person. Their focus is on excellence and accomplishments. Now, we are partnering with them as we look to expand the IA Team in Saint John or Halifax!
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.

Responsibilities will include:

• Provide analysis of internally and externally managed portfolios.
• Provide regular reporting & analysis for investments.
• 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+ years of experience in investment and/or 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 have a passion for investments, financial markets, and enjoy working with a motivated team, please connect with us for a confidential conversation today!

To express interest in this opportunity please apply online by clicking the link below:

https://meridiarecruitment.ca/Career/17417897613010000008otp

For more information about this exciting opportunity please contact Heather Labucki, Partner, or Jason Ozon, Senior Consultant, at [email protected]. If you require accommodation to participate in the recruitment process, please let Jason Ozon know.

Meridia Recruitment Solutions connects leading organizations with top talent by building strong relationships and creating ideal matches with candidates because we are only successful when you are. We appreciate your interest in this opportunity.

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