Analyst - Investments

Responsibilities

:

• Provide analysis of internally and externally managed portfolios.

• Provide regular reporting & analysis for investments, summarized as follows:

  Daily & weekly portfolio reviews.

  Monthly performance reports.

  Quarterly investment report to the Board of Directors.

• Perform research projects to identify and analyze investment themes and ideas.

• Assist in the evolution of processes related to investments.

• Use Bloomberg terminal reporting to facilitate holding specific and portfolio level analysis.

• Annual review of Investment Policy Statements.

• Assist in sourcing and implementing new tools to further improve and automate processes.

• Interface with Ocean Capital’s investment managers and advisors on a regular basis.

• Ensure investments are in compliance with Investment Policy Statements.

• Stay current with economic and market news and grow in understanding of financial markets.

Required Education & Experience:

• Undergraduate and/or graduate degree in Finance or related fields.
• 3-5 years of experience in investment / financial markets.
• Currently enrolled or an interest in enrolling in the CFA program.
• Experience with Bloomberg terminals will be considered an asset.
• Experience in Private Equity and Alternatives and engaging with these managers would be an asset.
• Proficiency in programming languages such as Python, R, or similar relevant to finance would be an asset.
• Strong comfort level with investment software and evolving technology.
• Demonstrated interest in Investing and Financial Markets.
• Analytical thinker with an aptitude for numbers and mathematics.
• Strong communication skills, both written and verbal.
• Excellent attention to detail and quality of data.
• Skilled in establishing and maintaining effective working relationships with others.
• Ability to work and think independently.