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 professional 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.
