Investment Analyst Portfolio Companies
Stalwart Insurance Group
Support portfolio companies and investment activities at Stalwart Insurance Brokers Ltd. through research, reporting, and financial analysis. This permanent, full-time, in-person position works directly with the principal investments team.The Analyst will collaborate with founding partners, advisors, C-suite executives, and portfolio company boards. Responsibilities span investment research, transaction evaluation, due diligence, asset-level reporting, and portfolio company business planning. The position offers broad exposure across industries and investment activities while developing transaction execution skills.Key Responsibilities:
Support investment strategies, business plans, and portfolio objectivesManage and consolidate asset-level portfolio reportingEvaluate investments and assist transaction executionCoordinate internal and external stakeholdersDevelop financial models of varying complexityRequirements:
Degree in business, statistics, computer science, or related disciplineMinimum 89% cGPA or 3.7/4.0 academic resultsDesire to assume increasing responsibility and solve complex problemsAbility to learn quickly and adapt in fast-paced workCollaborative, resilient, and detail-oriented working approachApply analytical judgment, collaboration, and financial modeling skills while supporting portfolio companies and principal investment decisions.
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Support investment strategies, business plans, and portfolio objectivesManage and consolidate asset-level portfolio reportingEvaluate investments and assist transaction executionCoordinate internal and external stakeholdersDevelop financial models of varying complexityRequirements:
Degree in business, statistics, computer science, or related disciplineMinimum 89% cGPA or 3.7/4.0 academic resultsDesire to assume increasing responsibility and solve complex problemsAbility to learn quickly and adapt in fast-paced workCollaborative, resilient, and detail-oriented working approachApply analytical judgment, collaboration, and financial modeling skills while supporting portfolio companies and principal investment decisions.
#J-18808-Ljbffr
Vacancy posted 1 hour ago
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Stalwart Insurance Group
Winnipeg, MB1 hour ago
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