Investment Analyst

Job summary

The role involves conducting fundamental security and industry research to support Portfolio Managers in developing investment recommendations. Additionally, the analyst will perform quantitative modelling and assist in creating client materials and model portfolio rebalancing.

Job details

Location: TriCert Head Office – 420 Wes Graham Way, Suite 312, Waterloo, ON N2L 0J6 Type: Full-Time | Monday to Friday (8:30AM to 5PM Eastern) Hybrid Work Schedule – This role follows a hybrid work arrangement, with flexibility to work remotely and an expectation that the successful candidate will attend the Waterloo head office from time to time for meetings, collaboration, training, and other business needs. Compensation: $70,000-$85,000 (commensurate with experience) Vacancy Status: New role due to company growth TriCert Investment Counsel is an independent Canadian portfolio management firm based in Waterloo, Ontario managing approximately $4.5 billion in client assets. We work closely with our clients’ accountants and financial planners to provide an integrated wealth management experience, helping ensure investment decisions are informed by a broader understanding of each client’s financial, tax, and planning circumstances. We are growing and looking for an Investment Analyst to join our Portfolio Management team. This is an opportunity for someone early in their investment career to build practical experience in research, portfolio analysis, model portfolio management, and investment decision support within a disciplined, client-focused portfolio management firm. The successful candidate will work closely with experienced Portfolio Managers and gain exposure to how investment decisions are developed, implemented, and monitored across a meaningful client base. This role is well suited to someone who is analytical, curious, detail-oriented, and interested in building a long-term career in portfolio management. This is a full-time role based out of our Waterloo head office. TriCert operates in a hybrid work environment that combines in-office collaboration and mentorship with the flexibility of remote work, in accordance with the firm’s hybrid work practices. What we offer Flexible hybrid work environment Competitive compensation with profit-sharing opportunity Choice of comprehensive benefit packages Support for professional development and a potential pathway toward becoming a licensed Portfolio Manager A collaborative team environment with mentorship from experienced investment professionals Key Responsibilities Research, analyze, and support Portfolio Managers in developing investment recommendations Generate and manage research that supports investment decisions within assigned sector Perform fundamental security and industry analysis to identify companies with superior risk-return profiles Perform quantitative modelling and analysis for security and industry selection Document research ideas and investment rationales, and maintain analytical tools used to evaluate stocks for inclusion in funds Communicate high-conviction recommendations to the broader team and work closely with Portfolio Managers Assist in creating prospective client materials and investment proposals under the guidance of a Portfolio Manager Engage and present to external stakeholders Support the rebalancing of model portfolios Participate in ongoing research and process improvement initiatives Complete ad hoc projects as assigned Required Qualifications A bachelor’s degree in business, accounting, finance, statistics, or economics Completed, or willing to complete, Level 1 of the Chartered Financial Analyst (CFA) program, or the Canadian Securities Course (CSC) in pursuit of the Chartered Investment Manager (CIM) designation Strong attention to detail Proficiency with MS Office - Advanced Microsoft Excel skills are a must Excellent verbal and written communication skills Strong organizational skills and the ability to prioritize multiple projects Ability to work independently as well as part of a team The following experience/skills would be considered strong assets: Familiarity with AI tools and proficiency in large language model “LLM” prompt writing Interest in financial markets and wealth management Prior industry experience is an asset but not required - we welcome candidates early in their career who are eager to learn Growth & Development We invest in our people by supporting their learning, professional development, and long-term career growth. For someone interested in building a career in portfolio management, this role offers exposure to research, portfolio analysis, and investment decision-making, along with mentorship from our Portfolio Management team and financial support toward relevant professional designations. Over time, and subject to experience, performance, registration requirements, and business needs, the role may provide a pathway toward becoming a licensed Portfolio Manager. If you are interested in joining a successful and growing organization, we encourage you to submit your resume for consideration. Candidates selected for an interview will be contacted within legislated timelines. We are committed to a diverse and inclusive workplace. We are an equal opportunity employer and do not discriminate based on race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status. We are committed to providing a barrier free workplace. If accommodation is required during the selection or interview process, it will be available upon request. This job posting is available in an accessible format upon request. We do not use artificial intelligence systems to screen, assess, or select applicants - all hiring decisions are made through human review. While we appreciate all interest, only those candidates selected for an interview will be contacted.

What you’ll do

The role involves conducting fundamental security and industry research to support Portfolio Managers in developing investment recommendations. Additionally, the analyst will perform quantitative modelling and assist in creating client materials and model portfolio rebalancing.

Requirements

Candidates must have a bachelor's degree in a business-related field and be pursuing or willing to complete CFA Level 1 or the CSC/CIM designation. Proficiency in advanced Excel and strong analytical and communication skills are required.

Benefits

• Profit-sharing opportunity • Comprehensive benefit packages • Support for professional development • Mentorship from experienced investment professionals

Listed skills

• written communication · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Fundamental Security Analysis
• Industry Analysis
• Quantitative Modelling
• Portfolio Analysis
• Advanced Microsoft Excel
• Financial Research
• Investment Recommendation
• LLM Prompt Writing
• Written Communication
• Verbal Communication
• Organizational Skills
• Model Portfolio Rebalancing

Job areas

• Finance & Accounting
• Data & Analytics
• Consulting