5051035 ONTARIO INC. O/A The BridgGroup of Companies 5051035 ONTARIO INC. O/A The BridgGroup of Companies has an immediate opening for an Investment Analyst (NOC: 11101) at our location in Vaughan, Ontario. As an Investment Analyst (NOC: 11101), you will perform some or all of the following duties: · Support of Transaction Processing with Data · Execute and monitor the end-to-end process of client transaction and Transfer applications. · Conduct weekly checks of Fund Fees and help Investor to understand their cost. · Collect Financial and Investment Information about Private Investment Companies to stay informed about market trends and economic indicators specific to real estate Investor and Mortgage Investment Co. · Utilize quantitative and qualitative analysis to assess the potential risks and generate analytical report. · Provide investment advice and recommendations based on the analyzed data. · Ensure accurate and timely execution of Compliance Policies and Reporting Procedure to avoid any discrepancies · Oversee the management of the investment portfolio, ensuring alignment with the firm's overall investment strategy. · Investigate and resolve any discrepancies identified during reporting promptly including negative balances and / or large balances difference. · Interact with clients to understand their investment goals, risk tolerance, and preferences. · Tailor investment advice to align with clients' individual financial objectives. · Ensure adherence to compliance regulations and Code of Conduct and Ethics · Communicate effectively with Shareholder to ensure accurate and timely resolution of queries · Communicate effectively with internal Partners to ensure accurate and timely resolution of queries · Other tasks/projects assigned Qualifications: · Bachelor's degree in business administration in finance/accounting or equivalent · Completion or candidacy in CFA, CSC, or similar designation an asset · Intermediate proficiency in MS Excel · Strong analytical skills and knowledge of financial instruments · Strong adaptability and propensity to learn new and challenging things · Excellent oral and written communication skills · Typing 50WPM · Excellent communication skills and a collaborative mindset to work effectively in cross-functional teams · Must own a vehicle and have full access at all times · Mandatory attendance in Company Corporate Events · Participation in Charitable Events Terms of employment: Permanent, Full time (40 hours/week) Compensation: CA $37.25/hour Location: 261 Milani Blvd suite 101, Vaughan, Ontario , L4H 0A4 To apply e-mail your resume to: thebridgegroupjobs@gmail.com