Analyste des investissements - Investment Analyst

at  JW McConnell Foundation

POSITION SUMMARY

The Impact Investing Analyst will work closely to support the investment team with due diligence on investments, including data analysis, quarterly reporting, and impact and portfolio management. Your role will involve contributing to investment and impact reporting, all while supporting the team’s overall goals and initiatives as we make progress towards our goals of building a 100% impact investment portfolio and implementing our Net Zero Carbon Action Plan.

POSITION REQUIREMENTS

• Bachelor’s degree in a relevant field such as finance or sustainable investing.
• Minimum 3 years’ experience within the sustainable finance or impact investing field.
• Relevant postgraduate level education or professional credentials (MBA, CFA, CPA) is an asset.
• Familiarity and experience completing due diligence and executing investment transactions across public and/or private investment asset classes.
• Proficiency in Excel, encompassing modeling, charting, and data analysis and visualization.
• Excellent communications and interpersonal skills.
• Functional bilingualism (B2 on the global scale in both languages).
• Demonstrated commitment to positive societal and environmental change.
• Demonstrates commitment to justice, equity, diversity, inclusion and accessibility.

PROFESSIONAL SKILLS AND ATTRIBUTES

• Alignment with the Foundation’s values and mission and familiarity with the Foundation’s programmatic areas of focus: climate, communities and Indigenous reconciliation.
• High level of professionalism, integrity, discretion, rigour, and transparency.
• Flexible, collaborative, willing to adapt to changing priorities.
• Interest in due diligence, impact management and portfolio construction in Canada and/or international markets.
• A self-starter with the ability to work autonomously, while informing and engaging colleagues as needed.
• Possesses analytical skills, accountability, strong organizational abilities, meticulous attention to detail, and a self-starter mindset.
• Fluent in articulating investment and impact investing concepts in a written format.

CROSSCUTTING RESPONSIBILITIES

• Collaborate with all members of the investment team to drive optimum impact and effectiveness.
• Contribute to supporting the growth of impact investing within the philanthropic sector and Canada through engagement by liaising with external partners and stakeholders.
• Develops and recommends enhancements to investment portfolio performance measurement from both financial and impact perspectives.
• Assists with compliance and supports in preparing for the annual audit, regulatory filings and investment accounting.