Investment Analyst

Investment Analyst

Join to apply for the Investment Analyst role at OBSI - Ombudsman for Banking Services and Investments
.

Base pay range: CA $73,000.00/yr – CA $87,000.00/yr.

Vacancy:
Posting is for an existing vacancy. Salary range: $73,000 – $87,000. Workplace type:
Hybrid (2 days/week in office). Candidates residing in the Greater Toronto Area will be considered and flexible work arrangements are possible.

The Investment Analyst plays a critical role in the analysis of consumer complaints, which is integral to achieving fair and reasonable case resolutions. The Analyst conducts qualitative and quantitative analyses by assessing consumer investments and portfolios and comparing this to a consumer’s risk tolerance and investment objectives. If issues are identified, the analyst is responsible for quantifying damages. To assist in their analysis, the analyst will be required to use Bloomberg, Refinitiv and Microsoft Excel.

Our organization values and respects people from diverse backgrounds and offers a workplace that fosters inclusion.

• Analyze consumer complaints to determine fair and reasonable resolutions.
• Conduct qualitative and quantitative analyses of consumer investments and portfolios.
• Compare investment performance to consumer risk tolerance and investment objectives.
• Quantify damages when issues are identified.
• Utilize Bloomberg, Refinitiv, and Microsoft Excel for data analysis.
• Maintain clear and effective communication with stakeholders.

• Advanced financial analysis skills and experience.
• Knowledge of capital markets and investment products.
• Experience using Bloomberg and Refinitiv.
• Strong command of Microsoft Excel.
• Superior communication skills.
• Enrollment in the Chartered Financial Analyst program with completion of Level I required.

OBSI offers a competitive total rewards package including strong base pay, variable incentive programs, comprehensive group benefits program, company‑contributed pension program, and opportunities for career progression and learning and development.

OBSI strives to provide equal opportunity to qualified individuals with all abilities and is committed to offering reasonable accommodation during the hiring process. If you require special assistance or accommodation, please contact Human Resources at

For additional details and qualifications about this position or to apply, please visit our website at