Investment Analyst
Investment Analyst
Posted 18 days ago
SENIORITY
Senior
About the role
- Working with data and reports from FIS IAS (EAS), State Street, BlackRock, and PAM (State Street)
- Reconciling open payable and receivable items
- Performing security-level investment analysis
- Assisting with annual reporting, including the Blue Book, MD&A, audited financial statements, and related requirements
- Our client is looking for:
- Strong kind of presence in AI – they use a lot of CoPilot – has knowledge or experience with Claude/GPTComfortable working with multiple investment management platforms – Blackrock
- General problem solving – ability to research
- Experience with Excel – working with large amounts of data.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
