Kitsilano Capital

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Junior Financial Analyst

Finance | Toronto, ON, Canada | Full Time

Job Description

Our Search Fund - Kitsilano Capital Partners - is looking to hire a Junior Financial Analyst to join our fund. This is an exceptional opportunity to work at a quickly growing world class organization.

Responsibilities:

  • Daily client interaction, market updates
  • Support sales presentations by assembling reviews, portfolio summaries, product information, rates of return
  • Keep team apprised of relevant market news and intelligence, execution of their day-to-day investment functions
  • Ongoing account management for investment clients
  • Booking meetings
  • Marketing initiatives such as newsletters, assisting with events, mailers, social media
  • Experience with opening accounts, Account and Asset Transfer initiation and follow up
  • Systematic investment plans (SIP),
  • Systematic withdrawal plans (SWP, EFT or checks),
  • Daily commission reports and billing
  • Assist in writing Invest Policy Statements for clients

Qualifications:

  • Successful completion of the Canadian Securities Course
  • Experience with Dataphile, ndex and IPS software is an asset
  • University and enrolment in the CFA Level 1 program an asset
  • Knowledge and experience with investments and financial markets

Location: Downtown Toronto

Compensation: $60,000 - $95,000 + Bonus + Perks