Finance & Investment Specialist (Remote)

Job summary

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 the executive committee and recommending strategic portfolio adjustments based on market risks.

Job details

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 the executive committee 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 Excel and financial analytical software is required along with strong critical-thinking skills.

Benefits

• Remote-First Culture • Professional Development • Continuous Learning

Listed skills

• Financial Reporting · Preferred
• Microsoft Excel · Preferred
• Critical Thinking · Preferred
• Cross-Functional Collaboration · Preferred

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 Reporting
• Excel
• Financial Data Analytical Software
• Analytical Thinking
• Critical Thinking
• Presentation Skills
• Cross-Functional Collaboration

Job areas

• Finance & Accounting
• Data & Analytics
• Consulting