Investment Associate

The Opportunity

Prime Quadrant is currently seeking an exceptional individual to join our team as an Investment Associate. You will be working on the Investment Team. In this role, you will be responsible for the initial and ongoing due diligence of external investments across asset classes including Public Equity, Private Equity, Credit, Real Assets, Hedge Funds, and Fixed Income. Experience conducting due diligence across public and/or private markets would be considered an asset.

Key Attributes

• Impeccable degree of honesty and integrity.
• Strong work ethic and tireless dedication to achieving excellence.
• Curious and inquisitive, with a genuine interest in investing.
• Respectfully skeptical, with a truly open mind.
• Passionate about organization, process, and discipline.
• Team player who shares Prime Quadrant’s core values, the PATH: Purposeful, Authentic, Tenacious and Humble.

Primary Responsibilities

• Assist the Deputy Head of Investments and the Investment Team in analysis and due diligence across a wide spectrum of fund investment opportunities across asset classes including Public Equity, Private Equity, Credit, Real Assets, Hedge Funds, and Fixed Income.
• Maintain and enhance proprietary databases comprised of both qualitative and quantitative information, with special attention to the maintenance of required information for new investments and redemptions.
• Generate quantitative analytics on existing and prospective investment opportunities using both proprietary and third-party systems.
• Assist in the analysis of ad hoc investment opportunities on behalf of Senior Consultants and their clients. Participate in meetings with third-party managers and write meeting notes.
• Correspond with third-party managers to oversee the collection and organization of information required for the ongoing monitoring of existing fund investments.
• Represent the Investment Team in various internal projects alongside members of both the Operations and Consulting teams.
• Assist in the management of the firm’s proprietary investment vehicles.
• Assist in the preparation of monthly and quarterly performance reports.
• Continually look for ways to automate processes and help make the firm more efficient.
• Any other tasks and responsibilities assigned to you by the firm.

Qualifications

• Undergraduate or advanced business degree (e.g., B.Comm, BBA, MBA, etc.)
• Pursuing CFA, CAIA, Master of Finance, or other relevant investment-related designations would be considered an asset.
• Good understanding of a wide range of financial instruments.
• While not required, investment research experience, ideally in the alternative investments arena, would be considered an asset.
• Experience working with Salesforce Financial Cloud would be considered an asset.
• Qualified to be registered with the Ontario Securities Commission (or similar provincial regulator) as a Dealing Representative (“DR”) or an Associate Advisory Representative (“AAR”) would be viewed favourably, however, it is not required.
• Strong written and verbal communication skills.

Compensation

• Industry competitive base salary with a performance-based bonus structure.
• Health benefits via participation in the firm’s health spending account.
• Entitled to receive awards under the firm’s Key Exemplary Employees Plan as per its terms and conditions.
• Up to $1,000 per annum relevant continuing education expense.
• Career advancement with demonstrated performance.
• 3 weeks’ vacation per annum.

Prime Quadrant Corp is committed to fair and accessible employment practices, and we are committed to providing accommodations for persons with disabilities. If you require accommodations to apply for any job opportunities or require this posting in an additional format, please contact us at careers@primequadrant.com or call 647-749-4118. If you are contacted by Prime Quadrant Corp regarding a job opportunity or testing and require accommodation at any stage of the recruitment process, please use the above contact information. We will work with all applicants to determine appropriate accommodation for individual accessibility needs.