We are a private family office managing a diversified, multi-asset investment portfolio across public and private markets. The position is for the personal asset management organization of the Broadstreet Properties Ltd. ownership group.We’re looking for a detail-oriented and intellectually curious Investment Analyst to join our team. In this role, you will work closely with the Portfolio Manager to support investment research, portfolio management, and reporting activities across multiple investments.This is a great opportunity for someone who enjoys working in a collaborative, lean environment and wants meaningful exposure to investment decision‑making across asset classes.Your contribution to the team includes:Conduct in-depth research on public equities, primarily North American large-cap companiesSupport due diligence efforts for private equity, venture capital, and alternative investmentsBuild and maintain financial models, valuation analyses, and investment summariesMonitor macroeconomic trends, market developments, and sector performanceAssist with portfolio construction, rebalancing, and tactical asset allocationTrack and evaluate performance across multiple strategies and accountsAnalyze portfolio risk exposures, correlations, and factor sensitivitiesContribute to the execution of hedging and overlay strategiesPrepare monthly and quarterly investment reportsSupport development of materials for clients and investment committeesMaintain dashboards and reporting tools (Excel, Power BI, or similar)Respond to ad hoc analysis requests from internal stakeholdersCoordinate with brokers, custodians,



and banking partners on trade execution and account setupAssist with capital calls, subscriptions, and tracking of private investmentsSupport data accuracy and integrity across portfolio systemsWhat you need to be successful:Post Secondary education in Accounting, Finance, Portfolio Management or related qualification3 plus years of experience in investment analysis, asset management, or equity researchStrong understanding of financial markets, valuation methods, and portfolio theoryHands‑on experience with equities; exposure to private markets or alternatives is an assetProgress toward or completion of a CFA (or similar designation) is preferredAdvanced Excel skills; familiarity with Power BI or similar toolsBloomberg Terminal experience is considered an assetStrong analytical and quantitative thinkingHigh attention to detail and accuracyAbility to manage priorities and work independently in a small teamClear and effective written and verbal communication skillsA genuine interest in long‑term investing and continuous learningWhat we offer:Employees enjoy a wide range of advantages and competitive reward. You will be eligible to receive a salary range of $82,800 to $103,000 per annum, this will be determined by your skill set, education and experience. You will also be eligible to participate in the Company’s benefits program covering:Employer paid extended health, vision, and dental coverage (including family)Employee and Family Assistance ProgramEmployee Referral ProgramYearly health and wellness benefitRPP eligibility after 1 yearIn‑house professional development opportunities#J-18808-Ljbffr

📌 Investment Analyst - $82,800 - $103,000 A Year (Winnipeg)
🏢 Broadstreet Properties
📍 Winnipeg