Investment Analyst / Senior Investment Analyst – Private & Public Markets

North York, Canada

Staffinity is currently seeking an Investment Analyst / Senior Investment Analyst for a premier alternative investment and wealth management firm located in Toronto, ON . This is a full-time, permanent, in-person role offering a competitive base salary, comprehensive benefits, and annual performance bonus potential .

The base salary range is $65,000 to $100,000+ DOE plus bonus potential .

Our client is a registered Investment Fund Manager (IFM), Portfolio Manager (PM), and Exempt Market Dealer (EMD) . In this role, you will lead comprehensive qualitative and quantitative due diligence on new investment products, monitor existing fund performance, build financial models, and prepare actionable recommendations for senior decision-makers .

Ideal Candidate Profile: We are looking for an analytical, self-directed finance skilled with strong financial modeling skills who can independently evaluate complex fund structures, identify underlying risks, and clearly articulate investment merits . Fluency in both English and Mandarin is required to support key stakeholder and client engagements .

Responsibilities

Investment Due Diligence & Underwriting: Conduct end-to‑end qualitative and quantitative due diligence on new investment opportunities and asset managers across private markets (private debt/mortgage funds, real estate, infrastructure, private equity) with consideration for public market strategies .

Financial Modeling & Valuation: Build and maintain dynamic financial models, including cash flow forecasting, valuation analysis, return attribution, sensitivity testing, and scenario analysis .

Investment Committee Presentations: Synthesize complex deal structures, fee models, liquidity/redemption terms, and risk profiles into institutional‑grade investment decks, memos,



and committee presentations .

Portfolio Shelf Monitoring: Continuously track fund performance, distributions, NAV calculations, redemption trends, and leverage metrics across the current product shelf; proactively flag emerging risks or structural changes .

Market Research & Intelligence: Monitor macroeconomic indicators, interest rate trends, and sector dynamics to produce market commentaries and thematic research reports that inform product strategy .

Sales & Advisor Support: Prepare product summaries and educational presentations for dealing representatives, helping address technical inquiries regarding asset allocation and fund mechanics .

Occasional Travel: Conduct on‑site manager meetings or asset walk‑throughs with very occasional travel to Western Canada (Alberta and British Columbia).

Qualifications

Education & Credentials: Bachelor’s degree in Finance, Accounting, Economics, Commerce, or a related discipline . Progress toward or completion of the CFA or CAIA designation is a strong asset .

Experience: 3+ years of professional finance experience in investment research, due diligence, asset management, private equity, private credit/debt, equity research, or investment banking .

Market Knowledge: Practical knowledge of private‑market fund structures (e.g., LP/GP models, offering memorandums, liquidity windows, valuation policies) ; exposure to the Canadian exempt market or public equities/fixed income is highly regarded .

Technical Modeling: Advanced proficiency in Microsoft Excel (building models from scratch, scenario analysis, DCF/returns modeling) and PowerPoint .

Language Proficiency: Full professional fluency in both English and Mandarin (written and verbal) is required .

Work Arrangement & Mobility: Ability to work full‑time in‑person at the Toronto office, with openness to occasional travel to Alberta or British Columbia as required .

📌 26/10/2026 (Toronto)
🏢 Staffinity
📍 Toronto