Investment Analyst

About the Role

As an Investment Analyst at Raintree Wealth Management, you will partner with the Investment Management team to analyze and assess various investment opportunities spanning public and private sectors—including funds, ETFs, private strategies, and alternative investments. Your role includes conducting thorough due diligence, developing financial models, preparing internal review documents, and presenting insights to the investment review committee. Collaborating across teams such as Operations, Compliance, and Wealth Management is also key.

Key Responsibilities

• Assist in the due diligence process for potential investments by examining fund documents, financial statements, strategy materials, and historic performance, and engaging with portfolio managers and management teams.
• Support the sourcing and evaluation of new investment opportunities through screening materials, performing research on funds, managers, and securities.
• Track and monitor existing investments and managers, performing ongoing due diligence to identify relevant updates.
• Maintain organization and accuracy of due diligence documentation and records.
• Develop and update financial models to support investment evaluation, product analysis, and portfolio research.
• Conduct detailed economic, industry, asset-class, and company analyses that inform investment and asset allocation decisions.
• Summarize complex data into key actionable factors and justify your conclusions clearly.
• Prepare internal documents for investment review, referencing, and approvals.
• Present analytical findings and recommendations to senior leadership and committee members.
• Contribute to portfolio research, client investment updates, and reporting collateral.

Candidate Profile

• Possession of a university degree, preferably in business, finance, or economics, along with 0 to 3 years of relevant experience.
• Currently pursuing or holding professional qualifications such as CFA, CIM, FRM, CPA, or MBA; CFA program support is provided.
• Proficient in Excel and PowerPoint, with demonstrated ability to build financial models at the company, fund, or portfolio level.
• Familiarity with AI tools is advantageous, reflecting the firm's AI-forward approach to enhance research and modeling while ensuring data confidentiality and verification.
• Strong enthusiasm for financial markets, asset allocation, and portfolio analysis, including personal investment interests or relevant projects.
• Excellent written and oral communication skills essential for clearly articulating investment strategies to committees and advisors.
• Highly self-motivated, detail-oriented, and inquisitive with effective time management and adaptability to evolving company needs.

Benefits and Offerings

• Competitive base annual salary ranging from $62000 to $75000 commensurate with experience.
• Support for obtaining CFA designation.
• Comprehensive benefits package including health and dental coverage along with a dedicated health and wellness spending account.
• A flexible hybrid work environment combining collaboration in the Edmonton headquarters with flexibility.
• Opportunity for significant growth and exposure to diverse public and private market investment strategies within a dynamic, values-focused firm.

Company Overview

Raintree Wealth Management is a discretionary portfolio management firm based in Edmonton, offering clients portfolios that integrate traditional public-market investments with private and alternative strategies under its Core + Explore philosophy established since 2010. Together with its affiliate Raintree Financial Solutions, one of Canada's prominent Exempt Market Dealers, the company provides clients with tailored investment solutions beyond conventional options. It is a growing firm dedicated to values and ambition, ideal for those aiming to advance their careers in investment management.

Application Process

Interested candidates should apply by submitting a resume and a brief cover letter to the provided contact at Raintree Wealth Management. The cover letter should include a brief commentary on a current investment or market topic of interest. Applications will be considered continuously until the position is filled. The firm is an equal opportunity employer and appreciates all applications; only shortlisted candidates will be contacted.