Analyst, Investments

Analyst opportunities

Investment analysis and transactions

• Support the transaction lifecycle from screening and origination through execution, closing, and portfolio monitoring.
• Analyze prospective and existing clients and investments; build financial models and assess historical and projected performance.
• Evaluate opportunities against investment criteria, strategic objectives, and development-impact goals.

Due diligence and research

• Support financial, operational, market, environmental and social, and development-impact due diligence.
• Conduct market, sector, country, client, industry-trend, and emerging-market research.

Documentation and portfolio management

• Prepare investment memoranda, credit submissions, annual reviews, presentations, briefing notes, and committee materials.
• Monitor portfolio performance, covenant compliance, reporting, and risk indicators; assist with amendments, waivers, disbursements, and valuations.
• Maintain portfolio records and reporting; contribute to risk assessments and portfolio reviews.

Collaboration

• Work with Legal, Risk, Environmental and Social Risk, Development Impact, Finance, and other internal functions.
• Contribute to process improvement, special projects, and strategic initiatives.

Required qualifications

• Relevant undergraduate degree in finance, commerce, economics, business administration, accounting, engineering, mathematics, or another relevant discipline.
• 1–2 years of relevant professional experience in finance, investment, banking, project finance, private equity, consulting, development finance, asset management, portfolio management, or a related field.
• Strong analytical, quantitative, problem-solving, attention-to-detail, prioritization, and written and verbal communication skills.
• Demonstrated interest in development finance, impact investing, sustainable finance, or international development; interest in multicultural and international work.

Additional assets

• Transaction, due diligence, portfolio management, or financial analysis experience; exposure to investment funds, infrastructure, blended finance, or emerging markets are assets.
• ESG, sustainability, development impact, climate finance, or gender lens investing knowledge is an asset.
• CFA, CPA, another relevant certification, or fluency in French, Spanish, or another relevant market language is an asset.

Location and work model

• Headquarters are in downtown Montreal; Ottawa or Toronto may be considered for the right candidate, with a stated hybrid model and three in-office days per week, subject to change.

Compensation

• Grade 15 salaries typically range from $65,172 to $86,898 annually based on qualifications and experience, plus a performance-based incentive.

Employment and eligibility