Develop in-depth knowledge of one or more industries and publicly traded companies Provide investment recommendations for securities within industry coverage Maintain up-to-date investment theses and financial models on portfolio companies Recommend changes to portfolio composition when appropriate Meet regularly with management of publicly traded companies Visit company operations and perform required due diligence Develop a pipeline of potential investment opportunities Assist Client Servicing/Business Development with client queries, data collection, presentations, promotional material, and communications Review proxies and determine voting in accordance with firm policies Participate actively in investment team meetings Contribute to teamwide investment decisions and portfolio recommendations Requirements Bachelor’s degree MBA or M. Sc. in finances or other pertinent area (asset/optional) Excellent academic results Between 2 and 5 years of professional experience CFA charterholder (an asset) Skilled experience or interest in the information technology, financial services, healthcare, or energy industries (an asset) Experience in other industries is also considered Passion for investing and interest in financial markets Strong curiosity and desire to learn Entrepreneurial, self-motivated and independent mindset Excellent research skills and resourcefulness High level of judgment and ability to critically and independently analyze large amounts of information Strong work ethic, discipline,



and consistency Technical knowledge required to analyze companies and investment opportunities Meticulous attention to detail and excellent analytical skills Ability to excel as part of a team Excellent oral and written communication and presentation skills Knowledge of English required Multilingualism, including French/English and/or other languages, is an asset Ability to communicate with business leaders from various countries Core Competencies Demonstrates strong analytical skills and technical knowledge to evaluate investment opportunities, while effectively communicating insights and recommendations to stakeholders. Possesses a solid foundation in financial modeling and investment thesis development across various industries. Highest-signal resume keywords Financial Modeling Investment Analysis CFA Charterholder Research Skills Communication Skills ATS Optimization Keywords Hard Skills Financial Analysis Investment Recommendations Due Diligence Portfolio Management Data Collection Analytical Skills Critical Thinking Presentation Skills Judgment Attention to Detail Soft Skills Self-Motivated Curiosity Team Collaboration Work Ethic Discipline Certifications &

Qualifications CFA Charterholder MBA M. Sc. in Finances Industry Keywords Financial Services Healthcare Energy Information Technology Publicly Traded Companies Investment Theses Client Servicing Business Development Proxies Investment Team Meetings

📌 Investment Analyst - Campus Recruitment (Montreal)
🏢 Jobtailor
📍 Montreal