INVESTMENT ANALYST

With offices in Toronto and Hamilton, BULLWEALTH is an integrated wealth advisory and consulting firm with a global perspective. Our Research & Investment team is currently looking for an Investment Analyst to join us on a full-time permanent basis. This is a hybrid role working primarily out of our Toronto office.

WHAT WE OFFER

- A dynamic workplace that supports continuous learning and growth opportunities.
- The opportunity to join and learn from a supportive, high-performing team, aligned by corporate values.
- A competitive compensation package that includes generous time-off benefits, health insurance, and career development / tuition support.
- Flexibility to support work-life balance.

MAKE AN IMPACT The Investment Analyst supports the Portfolio Managers in delivering accurate, timely, and high-quality client service and reporting. To accomplish this, the Investment Analyst is responsible for maintaining data integrity by ensuring that internal systems and reports are reconciled, current, and reflective of accurate valuations and transactions.

Through detailed data analysis, the Investment Analyst prepares a quarterly investment performance report package for each client which explains how their portfolio performed relative to market conditions and macroeconomic factors. This reporting allows clients to assess how their portfolio reacted to the market environment and evaluate whether their current asset mix remains aligned with their financial goals and risk tolerance.

HOW YOU WILL CONTRIBUTE:

- Perform daily account reconciliations between custodial bank records and internal systems.
- Maintain and regularly update the firm’s Management Information System (MIS) for client accounts, investigating and resolving any discrepancies.
- Respond to internal requests from Portfolio Managers and other team members in a timely and efficient manner.
- Prepare monthly account reconciliation reports.
- Prepare comprehensive quarterly investment reporting packages for clients.
- Verify and ensure the accuracy of Net Asset Values (NAVs) for each security, liaising with Investment Managers as necessary.
- Provide insightful analysis and commentary on select Investment Manager performance.
- Use Harmony, Excel, and Python scripts to generate reports; troubleshoot script errors and update scripts as needed based on Investment Manager changes.
- Evaluate Investment Manager (IM) performance against macroeconomic and market conditions each quarter to assess alignment with investment philosophies.
- Schedule, attend, and actively participate in quarterly due diligence meetings with Investment Managers,



ensuring relevant documentation and presentations are prepared in advance.
- Draft investment commentaries for inclusion in client reports, utilizing generative AI tools to support content development, subject to review by senior team members.

REQUIREMENTS:

- Bachelor’s degree in Economics, Finance, Mathematics, or Accounting.
- CFA designation or enrollment at a minimum.
- Strong understanding of financial markets, macroeconomics, and investment terminology.
- Prior experience in a client-facing role requiring data management, attention to detail, report generation, and collaborative teamwork.
- Experience working with wealth advisory firms, banks, or financial institutions with exposure to investment teams, portfolio analysis, or investment research is desirable.
- Strong proficiency in managing and analyzing large financial data sets.
- Intermediate to advanced proficiency in Microsoft Excel (formulas, pivot tables, data manipulation).
- Working knowledge of Python for data processing and process automation (or willingness to develop this skill).
- Tech-savvy, with the ability to contribute to process improvements, script maintenance, and AI integration initiatives.
- Strong analytical thinking and problem-solving abilities.
- Resourceful in sourcing accurate, credible market and economic information.
- High attention to detail and commitment to data integrity.
- Effective team player with solid interpersonal and communication skills.
- Highly organized, with strong prioritization and time management skills.
- Curious mindset with the ability to identify market themes, trends, and opportunities for improvement.

ABOUT BULLWEALTH

BULLWEALTH was founded in 2000 as an integrated wealth advisory and consulting firm with a global perspective. We invest our time to share our insights, so together with our high net-worth and not-for-profit clients, we can make the most informed decisions that align with our clients overall financial goals.

We are independent! Our independence means we are conflict-free to advise our clients on their overall financial goals. The greatest testament to our success is that our original clients remain clients of BULLWEALTH.

BULLWEALTH’s core competencies include creating customized asset allocation portfolios, conducting thorough due diligence on investment managers,



publishing comprehensive quarterly reports, and providing superior independent and strategic advice through our integrated tax and investment solutions.

OUR VALUES

At BULLWEALTH, our values are more than just words—they are the guiding principles that shape how we advise clients, collaborate as a team, and form the foundation of our firm, reflected in our daily actions, behaviors, and attitudes.

INSIGHT: We invest our time to develop and share our knowledge and Insights, so together, we can make the most informed decisions. Our Insights have been attained through years of experience.

INTEGRITY: Strong moral principles ensure our team acts with the utmost Integrity. Our Integrity is fundamental to our advice. Integrity means doing the right thing when no one is watching.

INDEPENDENCE: Being Independent ensures our team can be creative and innovative when providing unbiased and conflict-free advice. Our Independence yields objectivity.

TEAM-FOCUSED: Team Focused is the effort to collaborate with team members on our actions and decisions. Our successes depend on everyone’s contribution by interacting and working effectively together. By being Team Focused, we support, respect and challenge each other, while having fun!

ACCOUNTABILITY: Accountability is accepting responsibility for our actions and decisions by having a full understanding of what is required of us. We are Accountable to ourselves and our team. We stand up to take full Accountability.

GROWTH: We encourage a Growth mindset that allows for continuous learning. We support professional and personal Growth to achieve our best selves. Through education, experiences and/or other developmental streams, reach for your long-term goals!

APPLICATION INSTRUCTIONS

If this sounds like a fit, please apply by October 9, 2026.

BULLWEALTH is an inclusive and equal opportunity employer. We are committed to providing accommodations upon request, at any stage of the recruitment process, in accordance with the AODA.

We thank all applicants for their interest, however only those selected for further consideration will be contacted.

Job Types: Full-time, Permanent

Pay: From $80,000.00 per year

Benefits

- Company events
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- Vision care
- Work from home

Education:
- Bachelor's Degree (required)

Experience:
- investment: 3 years (preferred)

Licence/Certification:
- CFA (preferred)

Location:
- Toronto, ON M2P 2B5 (preferred)

Work Location: Hybrid remote in Toronto, ON M2P 2B5

📌 Investment Analyst (Toronto)
🏢 BULLWEALTH
📍 Toronto