Investment Analyst

Investment Analyst
Saint John, NB or Halifax, NS
Reference # HL-OCA-10004

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.

We are excited to be partnering with them to bring an Investment Analyst to their team in either Saint John, NB or Halifax, NS. Reporting to the Director, Investments, this role will support the Investment team and play a key role throughout the complete investment process across all asset classes, including fixed income, public equities, alternatives, and private equity.

Responsibilities will include:

• Providing analysis of internally and externally managed portfolios.
• Preparing regular investment reporting and analysis, including:
• Daily and weekly portfolio reviews.
• Monthly performance reporting.
• Quarterly investment reports for the Board of Directors.
• Conducting research projects to identify and analyze investment themes and opportunities.
• Assisting with the ongoing development and enhancement of investment-related processes.
• Utilizing Bloomberg terminal reporting tools to perform holding-specific and portfolio-level analysis.
• Supporting the annual review of Investment Policy Statements.
• Assisting in the evaluation, sourcing, and implementation of new tools to improve and automate processes.
• Building and maintaining relationships with Ocean Capital's investment managers and advisors.
• Monitoring investment activities to ensure compliance with Investment Policy Statements.
• Staying current on economic developments, market trends, and investment-related news.

The ideal candidate will possess:

• 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 Alternative Investments, including interaction with external managers, considered 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 at: meridiarecruitment.ca

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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