Senior Investment Analyst

Prime Quadrant Corp is currently seeking an exceptional individual to join our team as a Senior Investment Analyst. You will be working on the Investment Team and reporting to the Head of Investments. In this role, you will be responsible for the initial and on-going due diligence of external third-party investments across all asset classes including Public Equity, Private Equity, Private Credit, Real Assets, Hedge Funds and Fixed Income. The ideal candidate will have 5-10 years of experience doing due diligence across both public and private markets. Prime Quadrant is a fast-growing firm, and this role will provide an excellent opportunity for an individual who is looking to broaden their experience and responsibilities. The successful candidate will have a strong work ethic and be willing to work across departments on a variety of projects outside of your core responsibilities. This role is at the heart of our goal to empower families for the future.

Primary Responsibilities

  • Source, screen and lead the due diligence on a wide spectrum of investment opportunities across asset classes including Public Equity, Private Equity, Private Credit, Real Assets, Hedge Funds and Fixed Income.
  • Prepare detailed investment research reports for presentation to the firm’s Investment Committee.
  • Participate in and lead discussions in the firm’s Investment Committee meetings.
  • Support the ongoing due diligence and monitoring of existing investments.
  • Lead meetings with third party managers and write meeting notes.
  • Contribute to the research and formulation of views on various investment strategies under differing macroeconomic environments.
  • Provide input to the asset allocation and portfolio construction process.
  • Assist in the management of the firm’s investment vehicles with the objective of becoming a Portfolio Manager.
  • Contribute to the enhancement of the firm’s sourcing, due diligence and monitoring processes.
  • Assist in the analysis of ad hoc investment opportunities on behalf of our clients.
  • Assist in the preparation of monthly and quarterly performance reports.
  • Contribute to the writing of investment primers and white papers on topical subjects.
  • 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.

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.

Qualifications

  • Undergraduate or advanced business degree (e.g. B.Comm, BBA, MBA etc.).
  • CFA, CAIA, Master of Finance or other relevant investment-related designations would be considered an asset.
  • 5-10 years experience doing due diligence with a focus on alternative investments, both liquid (Hedge Funds) and illiquid (Private Equity, Private Credit, Real Estate). Extensive experience in Private Equity and/or Real Estate would be considered a strong positive. You have significant experience leading the entire due diligence process from start to finish and be able to work without support.
  • Excellent understanding of a wide range of financial instruments as well as a solid understanding of common hedge fund and private market strategies.
  • Experience doing due diligence on direct deals and co-investments, particularly in Private Equity and/or Real Estate would be considered an asset.
  • Experience managing a team of investment analysts would be viewed favourably.
  • Experience working as part of a portfolio manager or as part of a portfolio management team will be a positive.
  • Experience working with Salesforce Financial Cloud would be considered an asset.
  • Qualification to be registered with the Ontario Securities Commission (or similar provincial regulator) as an Assistant Advising Representative (“AAR”) or an Advising Representative (“AR”) would be considered favourably.
  • Strong written and verbal communication skills.

Compensation

  • Industry competitive salary.
  • Performance-based bonus structure.
  • Participation in the firm’s health benefits plan.
  • 3 weeks’ vacation per annum.
  • Up to $1,000 per annum relevant continuing education expense.
  • Entitled to receive awards under the firm’s Key Exemplary Employees Plan as per its terms and conditions.

**To be considered, include a cover letter explaining why you believe you would be a strong candidate for this role.**

Send your resume and cover letter to careers@primequadrant.com

"Prime Quadrant is a special place to work.  Even though I’m a junior member of the team, I am encouraged to voice my ideas and opinions.  It is exciting that I am actively contributing to the growth and success of our business."

We hire the best people, regardless of experience or background.

What is life like at Prime Quadrant?

Our Career Development program focuses on making sure that each team member is in the right position that will allow them to excel. Through quarterly check-ins, 360° peer feedback, and wellness and mentorship programs, each team member receives the resources they need to flourish and grow.

Through our Social Committee, we have team gatherings throughout the year such as monthly birthday parties, our Prime Quadrant softball team, summer socials and fall campfires so that we can grow as a family together.

At Prime Quadrant, giving back to the community is an integral part of everything that we do. Besides raising millions of dollars towards healthcare initiatives through our family office events, we donate our time to our communities. Every year we partner with organizations such as Holland Bloorview Kids Rehabilitation Hospital, Habitat for Humanity, Slopes for Candy, and the Breakfast Clubs of Canada by participating in projects that need volunteers and can benefit from having our team join them.

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