Drive successful investment strategies as an Investment Analyst focused on Financial Services. Apply research skills, financial modeling, and analytical expertise to guide portfolio management decisions. This role demands a Bachelor's degree and an MBA or M.

Sc. in finance. You will develop in-depth industry knowledge, provide investment recommendations, and maintain updated financial models. Handling client communications and conducting due diligence on potential investment opportunities will be your key responsibilities as you contribute to overall investment decisions. Key Responsibilities:

- Develop expertise in key industries and public companies
- Maintain investment theses and financial models
- Recommend adjustments to portfolio composition
- Conduct due diligence and interact with company management
- Assist in client queries and presentations

Requirements:

- Bachelor’s degree and MBA/M. Sc. in finance
- 2 to 5 years of qualified experience
- CFA charterholder is an asset
- Strong curiosity and judgment in analysis
- Excellent communication and teamwork abilities

Utilize your analytical skills and investment knowledge to impact portfolio management and client servicing significantly.

📌 Investment Analyst in Financial Services (Montreal)
🏢 Jobtailor
📍 Montreal