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First seen by our source: 7 hours ago

Senior Investment Analyst

@ DeeCon Service

Toronto, Ontario

Full-time3+ years experience
Apply now
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Overview

DeeCon Service is hiring a Senior Investment Analyst for a full-time role starting January 2027. The client is a Canadian alternative investment and wealth management firm focused on private markets, with offices in Toronto and Vancouver. The analyst leads due diligence on private-market funds and managers, builds financial models, and presents recommendations to the investment committee. The posting requires 3+ years of relevant experience and fluent Mandarin and English.

Responsibilities:

  • Lead due diligence on private-market funds and managers
  • Build financial models and present recommendations to the investment committee
  • Monitor the product shelf and write periodic fund reports
  • Run ongoing due diligence and flag key risks
  • Prepare product materials and training for advisors

Requirements summary:

  • 3+ years in equity research, banking, consulting, PE/VC or front-office wealth roles
  • Fluent Mandarin and English (required)
  • Strong financial modeling and valuation skills
  • Experience at an international brokerage preferred
  • CFA Level II or III is an asset
Source and dates

Source type not verified · apify-linkedin

Employer posting date
Not provided
First seen by our source
2026-11-15
Source record updated
2026-11-15

These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.

Job details

SenioritySenior
DepartmentFinance & accounting
Experience3+ years
Hours per week40 (estimated)
Work settingOffice
PositionMostly sitting
Physical demandsphysical low · computer high
LanguagesEnglish, Mandarin
Licences & certificationsCFA
Perks mentionedGenerous paid time off, Tuition support

Summary and details written by AI from the posting; the employer’s posting is the authority.

DeeCon Service

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Job description

About Our Client

Founded in 2015, our client is a growing alternative investment and wealth management firm serving clients in Canada. The firm is registered and licensed in multiple Canadian jurisdictions as an Investment Fund Manager (IFM), Portfolio Manager (PM), and Exempt Market Dealer (EMD).

Focused on private markets, the firm runs its own fund-of-funds platform and serves high-net-worth clients across Canada from offices in Toronto and Vancouver.

The Role

• Lead due diligence on private-market funds and managers (real estate, private credit, infrastructure, private equity).

• Analyze fund structures, strategies, track records, fees, leverage, liquidity and redemption terms, and valuation policies.

• Build financial models and present investment recommendations to the investment committee.

• Monitor the product shelf and write periodic fund reports.

• Run ongoing due diligence (manager calls, audited financials, offering documents) and flag key risks such as leverage, concentration and redemption trends.

• Prepare product materials and training for the advisor team.

Start date: Jan 2027

Requirements

• 3+ years in equity research, investment banking, consulting, PE/VC, or a front-office role at a brokerage or wealth manager.

• Experience in Mainland China or Hong Kong is welcome; Canadian experience is not required.

• Fluent Mandarin and English (required).

• Strong financial modeling and valuation skills.

• Experience at an international brokerage is preferred.

• CFA Level II or III is an asset.

Interview Process

Includes a case study: a pitch on a private fund.

Benefits

Dental and vision care, paid time off, tuition reimbursement, company events.

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