Job opportunity
26/10/2026
Staffinity
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 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 .
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Apply on source site 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 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 .
#J-18808-Ljbffr