Investment Analyst

We are a private family office managing a diversified, multi-asset investment portfolio across public and private markets. The position is for the personal asset management organization of the Broadstreet Properties Ltd. ownership group.

We’re looking for a detail-oriented and intellectually curious Investment Analyst to join our team. In this role, you will work closely with the Portfolio Manager to support investment research, portfolio management, and reporting activities across multiple investments. 

This is a great opportunity for someone who enjoys working in a collaborative, lean environment and wants meaningful exposure to investment decision-making across asset classes.

 

Your contribution to the team includes:

• Conduct in-depth research on public equities, primarily North American large-cap companies 
• Support due diligence efforts for private equity, venture capital, and alternative investments 
• Build and maintain financial models, valuation analyses, and investment summaries 
• Monitor macroeconomic trends, market developments, and sector performance
• Assist with portfolio construction, rebalancing, and tactical asset allocation
• Track and evaluate performance across multiple strategies and accounts
• Analyze portfolio risk exposures, correlations, and factor sensitivities
• Contribute to the execution of hedging and overlay strategies
• Prepare monthly and quarterly investment reports
• Support development of materials for clients and investment committees
• Maintain dashboards and reporting tools (Excel, Power BI, or similar)
• Respond to ad hoc analysis requests from internal stakeholders
• Coordinate with brokers, custodians, and banking partners on trade execution and account setup
• Assist with capital calls, subscriptions, and tracking of private investments
• Support data accuracy and integrity across portfolio systems

What you need to be successful:

• Post Secondary education in Accounting, Finance, Portfolio Management or related qualification
• 3 plus years of experience in investment analysis, asset management, or equity research
• Strong understanding of financial markets, valuation methods, and portfolio theory
• Hands-on experience with equities; exposure to private markets or alternatives is an asset
• Progress toward or completion of a CFA (or similar designation) is preferred
• Advanced Excel skills; familiarity with Power BI or similar tools
• Bloomberg Terminal experience is considered an asset
• Strong analytical and quantitative thinking
• High attention to detail and accuracy
• Ability to manage priorities and work independently in a small team
• Clear and effective written and verbal communication skills
• A genuine interest in long-term investing and continuous learning

The perks:

• Employer paid extended health, vision, and dental coverage (including family)
• Employee and Family Assistance Program
• Yearly health and wellness benefit
• RPP eligibility after one year
• Employee recognition program
• In-house professional development opportunities