Posted 3 months ago
Analyst - Investments
@ Enterprise Wide
Overview
Ocean Capital Holdings Limited is hiring a full-time Investment Analyst in Saint John or Halifax, reporting to the Director-Investments. The role covers the full investment process across fixed income, public equities, alternatives and private equity, including portfolio analysis, regular reporting to the Board and monitoring compliance with Investment Policy Statements.
Responsibilities:
- Analyze internally and externally managed portfolios
- Prepare daily, weekly, monthly and quarterly investment reports
- Perform research on investment themes and ideas
- Use Bloomberg for holding and portfolio analysis
- Ensure investments comply with Investment Policy Statements
Requirements summary:
- Finance or related undergraduate or graduate degree
- 3-5 years of investment or financial markets experience
- Enrolled or interested in enrolling in the CFA program
- Strong analytical and numerical skills
- Strong written and verbal communication
Tools & skills
Source and dates
Employer career site / ATS feed · oraclecloud
- Employer posting date
- 2026-08-11
- First seen by our source
- 2026-10-08
- Source record updated
- 2026-10-30
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Mid level |
| Department | Finance & accounting |
| Experience | 3+ years |
| Hours per week | 40 (estimated) |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Education | Bachelor’s degree (required), Master’s degree (preferred) |
| Fields of study | Finance |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Enterprise Wide
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
- People associated on LinkedIn
- 44
- Other recorded names
- Enterprise Wide
| Field | Value |
|---|---|
| Industry | IT Services and IT Consulting |
| Headquarters | Sydney, New South Wales |
| Open jobs on Jobsy | 78 |
| View page |
Ocean Capital Holdings Limited is a privately held company with its head office located in Saint John, NB with interests across several business lines, including broadcasting, real estate, construction and service. Our purpose is to have winning businesses and great people, all contributing to better communities. We unlock the potential of our businesses through imagination and a passion for winning, and we celebrate the uniqueness in each person. Our focus is on excellence and accomplishments.
Ocean Capital has an opportunity for an Investment Analyst in our Saint John or Halifax locations. This position reports to the Director-Investments and will support the Investment team and have direct involvement in the complete investment process for all asset classes including fixed income, public equities, alternatives and private equity.
Key Responsibilities:
Provide analysis of internally and externally managed portfolios.
Provide regular reporting & analysis for investments, summarized as follows:
Daily & weekly portfolio reviews.
Monthly performance reports.
Quarterly investment report to the Board of Directors.
Perform research projects to identify and analyze investment themes and ideas.
Assist in the evolution of processes related to investments.
Use Bloomberg terminal reporting to facilitate holding specific and portfolio level analysis.
Annual review of Investment Policy Statements.
Assist in sourcing and implementing new tools to further improve and automate processes.
Interface with Ocean Capital’s investment managers and advisors on a regular basis.
Ensure investments are in compliance with Investment Policy Statements.
- Stay current with economic and market news and grow in understanding of financial markets.
Required Education & Experience:
- Undergraduate and/or graduate degree in Finance or related fields.
- 3-5 years of experience in investment / financial markets.
- Currently enrolled or an interest in enrolling in the CFA program.
- Experience with Bloomberg terminals will be considered an asset.
- Experience in Private Equity and Alternatives and engaging with these managers would be an asset.
- Proficiency in programming languages such as Python, R, or similar relevant to finance would be an asset.
- Strong comfort level with investment software and evolving technology.
- Demonstrated interest in Investing and Financial Markets.
- Analytical thinker with an aptitude for numbers and mathematics.
- Strong communication skills, both written and verbal.
- Excellent attention to detail and quality of data.
- Skilled in establishing and maintaining effective working relationships with others.
- Ability to work and think independently.
If you are interested in exploring this opportunity further, please apply with a resume and cover letter.
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