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Investment Analyst

Menkes Developments Ltd.

This is a Full-time position in Toronto, ON posted June 18, 2019.

We are currently seeking qualified candidates in the capacity of Investment Analyst, based at our Head Office located in North York, Ontario.

Reporting to the Investments Manager, the key responsibilities of the Investment Analyst include: Maintaining, creating and improving customized investment performance, investment analysis and investment asset reports, on both a segregated and consolidated basis; Maintaining monthly budgeted and actual cash flows for various investments on both a segregated and consolidated basis; Producing tax reconciliations of investment gains / losses and income / expenses; Maintaining schedules tracking ACB of various investments; and Preparing and maintaining investment documentation.

To succeed, candidates must possess the following combination of education, experience and skills: 5 years of experience in a public accounting environment; Completion of post-secondary education; Completion of CPA designation is required; Working toward or completion of CFA designation is required; Working knowledge of taxation in regards to investments, private companies and shareholders; Knowledge of investments, including Bonds, Equities, Hedge Funds and Private Equity; Above average communication skills – both written and oral; Excellent financial reporting and organizational skills; Experience using JDE EnterpriseOne version 9.1 or higher is preferred; A strong work ethic, the ability to adapt together with a creative approach in thinking; and Advanced expertise using Database, MS Excel, Word and PowerPoint.