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Job Title


Senior Investment Specialist


Company : beBeeAnalyst


Location : Vaughan, Ontario


Created : 2025-08-13


Job Type : Full Time


Job Description

Private Markets Analyst '> Deliver performance reporting and analysis for a portfolio of private investments, including return metrics, exposure analysis, and benchmarking against industry standards. Support the regular valuation cycle by contributing data analysis and quality assurance for internal and external reporting. Compile and interpret key investment metrics (such as capital deployment, return measures, and asset values) for internal use and client reporting. Participate in the planning and testing phases of new system rollouts and contribute to business requirements documentation. Assist in forecasting capital movements and supporting investment liquidity planning activities. Analyze investment expenses and fund-level fees to identify trends, risks, and cost-saving opportunities. Coordinate information flow between teams to ensure timely and accurate reporting and insights for decision-making. Contribute to the enhancement and documentation of operational processes and reporting standards. Perform various other duties and ad hoc analyses as required. '> About You: '> You must have an undergraduate degree in finance or accounting. Professional credentials such as CFA are highly valued. At least five years of experience working within private markets or institutional investment operations, particularly in analytics, valuations, or portfolio oversight. Prior experience in pension, endowment, or private capital environments is a strong asset. You should have a solid understanding of private capital valuation methodologies and fund structures. You should be able to manage multiple priorities in a dynamic environment and have a high level of attention to detail and accuracy. You should have strong analytical thinking with the ability to distill complex information into clear, actionable insights. Effective communication and relationship-building skills across teams and seniority levels are required. '],