Join Raintree Wealth Management as an Investment Analyst in a energetic hybrid role. Collaborate with our investment team to conduct research and due diligence on diverse investment strategies.
This position allows you to evaluate both public and private investment opportunities while preparing crucial documentation for the investment review committee. Your contributions will help shape portfolio decisions through financial modeling, industry analysis, and proactive communication. This is a prime prospect for early-career professionals committed to growth in investment management.
Key Responsibilities:
• Research and support due diligence for investments
• Analyze public and private market related materials
• Build financial models for investment assessments




• Prepare and present reports for investment committees
• Maintain organization of due diligence documents
Requirements:
• Degree in finance, business, or economics
• Up to 3 years of experience in relevant fields
• Pursuing or holding CFA, CIM, or equivalent designation
• Proficient in Excel and PowerPoint for financial modeling
• Solid communication and analytical skills
Leverage your finance passion at Raintree and make a meaningful impact on investment strategies.
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📌 Investment Analyst Role In Edmonton
🏢 Raintree Wealth Management
📍 Edmonton