The Hewitt Group Team is growing. If you have a strong work ethic, developed analytical skills, are energetic and a team player who works well in a smaller team setting, with a desire for continuous development, this Investment Analyst position is for you.

Job Summary

The Investment Analyst will be responsible in collaborating with team-members in the execution of all tasks related to the management of the investments with money manager and in funds, including private and public equities, fixed income, and hedge funds. The Investment Analyst will be responsible to set up and maintain proper reporting in terms of risk and performance.

Key Responsibilities

  • Prepare monthly performance reporting, calculate returns, and ensure data integrity
  • Conduct due diligence and analysis on existing and prospective money managers
  • Maintain full understanding of Canadian money managers
  • Assist in the review of the Investment Policy Statement
  • Build financial models to monitor risk, performance, and exposures
  • Monitor foreign currency exposure and gather market intelligence
  • Follow markets and macro economic events that could potentially affect portfolio performance
  • Assist in the review of current portfolio managers, track changes and recommend actions
  • Report observations to the Investment Committee and make recommendations to improve the portfolio
  • Assist in the portfolio rebalancing decisions
  • Source investment ideas in different asset classes
  • Work with third party consultants. Maintain proper relationship with custodians, banks, and other partners
  • Ensure proper execution of capital calls
  • Review legal agreements and subscription documents
  • Execute various tasks assigned by a member of the senior leadership team

KNOWLEDGE/SKILLS/WORK EXPERIENCE

  • Bachelor’s Degree in business or commerce; a Master’s Degree in business or finance will be an asset
  • CFA level certification will be an asset
  • 3+ years of experience in Finance; experience in portfolio management will be an asset
  • Fluent in French, and strong bilingual communications skills, both written and spoken
  • Strong knowledge of Microsoft Office especially Excel and PowerPoint
  • Adheres to the Values of the Hewitt Group of Respect, Integrity and Commitment

Candidates are asked to please submit their CV to [email protected]

All enquiries and nominations will be kept in strict confidence. Only candidates who have been selected will be contacted.

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