About Enoch Wealth Founded in 2015, Enoch Wealth Inc. is a growing alternative investment and wealth management firm serving clients in Canada. The firm is registered and licensed in multiple Canadian jurisdictions as an Investment Fund Manager (IFM), Portfolio Manager (PM), and Exempt Market Dealer (EMD). As an established wealth management platform serving thousands of high-net-worth clients across British Columbia, Ontario and Alberta, Enoch Wealth combines a strong entrepreneurial culture with sophisticated institutional capabilities. Our team of more than 70 dealing representative professionals is supported by dedicated functions across compliance, operations, technology, and investment research. The Opportunity We are seeking an Investment Analyst to join our Research & Sales Support team in Toronto. This is an entry-level role for a motivated early-career professional who wants to build a career in private markets and alternative investments. We welcome recent graduates with relevant internship experience, as well as retail banking professionals, including bank tellers and customer service representatives, who are looking to move into investment research. You will learn the fundamentals of due diligence, product monitoring, and investment reporting while supporting senior analysts, the Product Manager, and our dealing representative team. This role offers hands-on mentorship and structured training, with a clear path toward greater responsibility as your skills develop.

Key Responsibilities
Due Diligence Support
- Assist senior analysts with due diligence on recent investment products across private real estate, private credit and mortgage funds, infrastructure, and private equity.
- Gather and organize information from offering documents, fund reports, audited financial statements, and manager presentations.
- Help build and update financial models, including return calculations, fee comparisons, and peer benchmarking tables.




- Draft sections of investment memos and presentation decks for review by senior team members. Product Monitoring & Reporting
- Track performance, distributions, NAV, and key risk indicators across the firm's product shelf, and maintain internal monitoring databases.
- Flag notable changes or data inconsistencies to senior analysts for follow-up.
- Prepare first drafts of periodic product reports and fund fact sheets.
- Take notes during manager calls and due diligence meetings and summarize key takeaways. Market Research
- Collect and summarize data on interest rates, real estate, private credit, and broader economic conditions.
- Support the preparation of market commentaries and research reports for internal and client-facing use.
- Monitor industry news, competitor offerings, and Canadian exempt market regulatory updates. Team & Sales Support
- Respond to routine product and data inquiries from dealing representatives.
- Help prepare product summaries, presentations, and training materials for the sales team.
- Coordinate data requests with asset managers and third-party service providers.
- Work with compliance to ensure materials meet regulatory and internal standards. Qualifications
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Experience:
Minimum of 1 year of finance-related experience preferred. Recent graduates with internship or co-op experience in investment research, asset management, banking, accounting, or a related field are encouraged to apply.
- Career changers welcome: We welcome applicants from retail banking, including bank tellers and client service representatives,



who have a strong interest in investment research and are ready to build their analytical skills.
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Education:
Bachelor's degree in finance, accounting, economics, business, or a related field. Progress toward the CFA, CSC (Canadian Securities Course), or CAIA is an asset.
- Asset Class Interest: Basic understanding of, or strong interest in, private real estate, mortgage and private credit funds, infrastructure, and private equity. Familiarity with the Canadian exempt market is an asset.
- Technical

Skills:
Working knowledge of financial statements and basic financial modeling, with strong attention to detail.
- Systems: Proficiency in Microsoft Excel, PowerPoint, and Word. Experience with research databases is a plus.
- Communication: Clear written and verbal communication skills, with the ability to summarize information accurately and concisely. Skills & Attributes
- Eager to learn, coachable, and open to feedback.
- Organized and detail-oriented, able to manage several tasks and meet deadlines.
- Curious about markets, investment products, and how funds create value for clients.
- Client-focused, with the professionalism to support dealing representatives and their clients.
- A collaborative team player who works well with research, sales, compliance, and marketing colleagues. Language Requirements
- Professional fluency in English is required.
- Fluency in Mandarin is a strong asset. Benefits
- Company events
- Dental care
- Paid time off
- Tuition reimbursement
- Vision care Job Details
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Job Type
Full-time
- Work

Location:
In person, Toronto

Job Type
Full-time Pay: $55,000.00-$65,000.00 per year

Benefits:
- Company events
- Dental care
- Extended health care
- Paid time off
- Vision care Language:
- Mandarin (preferred)
- Cantonese (preferred) Work

Location:
In person

📌 Investment Analyst (North York)
🏢 ENOCH WEALTH
📍 North York