Finance & Investment Specialist (Remote)
The specialist will track asset portfolio performance, liquidity, and yield metrics while conducting financial due diligence on corporate investments. They are also responsible for preparing performance reports for executives and recommending strategic portfolio adjustments based on market risks.
- Remote
- Canada
- Posted Sep 5, 2026
- 1 position
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Job summary
Role: Finance & Investment Specialist (Remote) Location: Remote (Canada) Employment Type: Full-Time Job Overview: We are seeking a Finance & Investment Specialist to support portfolio tracking, asset performance management, and capital allocation research. What You'll Do: Track asset portfolio performance, liquidity metrics, and yield metrics. Conduct financial due diligence on strategic corporate investments. Prepare detailed performance reports for executive committee review. Evaluate market risks and recommend strategic portfolio adjustments. Analyze macroeconomic factors affecting portfolio valuations. What We're Looking For: Bachelor’s degree in Finance, Investment Management, or Economics. 3+ years of experience in corporate treasury, asset management, or investment analysis. Strong proficiency in financial data analytical software and Excel. Strong analytical, critical-thinking, and presentation skills. Core Competencies for Success: Analytical Thinking: Ability to translate complex financial data into clear, actionable narratives. Adaptability: Comfort working independently and thriving in a fast-paced, fully remote environment. Attention to Detail: Commitment to maintaining 100% accuracy in financial reporting and compliance. Cross-Functional Collaboration: Skill in presenting financial insights to non-technical stakeholders. Why You’ll Love Working With Us: Remote-First Culture: We believe you do your best work when you have the flexibility to work from where you are most productive. Meaningful Impact: You aren't just crunching numbers; your insights will directly influence our strategic growth. Continuous Learning: We encourage professional development and support continuous learning in the ever-evolving finance sector. Equal Opportunity Employer We hire based on skills, expertise, and qualifications. All qualified candidates are welcome regardless of background, experience, or prior employment history. Applications are evaluated based on demonstrated expertise and suitability for the role. Apply Now!
What you’ll do
The specialist will track asset portfolio performance, liquidity, and yield metrics while conducting financial due diligence on corporate investments. They are also responsible for preparing performance reports for executives and recommending strategic portfolio adjustments based on market risks.
Requirements
Candidates must hold a Bachelor's degree in Finance, Investment Management, or Economics with over 3 years of experience in corporate treasury or asset management. Proficiency in financial data analytical software and Excel is required.
Benefits
• Remote-First Culture • Professional Development • Continuous Learning
Listed skills
- Financial ReportingPreferred
- CompliancePreferred
- Microsoft ExcelPreferred
- Critical ThinkingPreferred
Other relevant skills
Identified from the job description. Confirm important requirements above.
- Portfolio Tracking
- Asset Performance Management
- Capital Allocation Research
- Financial Due Diligence
- Market Risk Evaluation
- Macroeconomic Analysis
- Financial Data Analysis
- Excel
- Critical Thinking
- Presentation Skills
- Financial Reporting
- Compliance
Job areas
- Finance & Accounting
- Data & Analytics
- Consulting
Additional details
- Minimum education
- Bachelor’s degree
- Minimum experience
- 3+ years
- Posting language
- English
- Working hours
- 40 hours per week
- Seniority
- Entry level
- Application method
- Direct apply is available