Investment Analyst

James A. Richardson Family Office

This position presents a unique opportunity to work in a non-traditional investment role, reporting to the Managing Director, Investments.

The successful candidate will be comfortable working independently and within a small team. The office offers a professional environment and places an emphasis on getting work completed to the highest level of proficiency and on time.

Primary Responsibilities Include:

  • Assisting in the due diligence of venture investments, private companies, managed funds, and publicly traded companies
          – Requires occasional travel to visit companies, source opportunities and conduct due diligence.
          – Requires the ability to meet deadlines.
  • Monitoring and reporting on the performance and management of the investments including operational, financial, and quarterly strategic and operational reviews.
  • Administrative tasks include:
         – Review and preparation of financial statements
         – Banking and cash management
         – Personal/corporate income tax planning
         – Investment reporting
         – Overseeing projects

Qualifications:

  • The successful candidate will have excellent research and data collection capabilities with excellent analytical, communication, and problem-solving skills.
  • Post-secondary education in finance or economics.
  • Excellent skills in Excel and Microsoft Office.
  • Enrollment in the CFA, CBV, CPA program.

Please provide interest and resume to:
janice@jar05.com 
204-947-9896

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Location:
Winnipeg

Posted:
March 8th, 2019 EDT

Apply Now!