Investment Analyst

*** Unqualified candidates will not be considered ***

Position: Investment Analyst (Equity Research / Reconciliation)
City: Montreal

Applied Research Investments (ARI) is a boutique investment management firm investing in Global Equities.


  • This is an outstanding opportunity to join our diverse team in an entry level positionwith growth opportunities over the next 3-5 years.
  • Our firm comprises a small team of caring professionals. We are truly an internationally diverse team, with people from all over the world represented – our team speaks and conducts business in five languages.
  • Our work culture is one of open communication— AR team members create a supportive work environment.
  • ARI’s leadership is caring and sets the tone for all team members to deliver excellent work.
  • Strong candidates for this role are hard workingand committed to putting in the time to do great


  • Your career future with ARI: ARI is a company you can grow with, and we offer the opportunity for equity sharing. This is a great opportunity for the right person to grow with this rapidly expanding firm.

Our Investment & Research Philosophy:

Applied Research uses a bottom-up, fundamental, long-term approach to investing, with a focus on fast- growing companies that hold a leadership position in their field. We adhere to a strict investment philosophy, by only owning companies that meet our four key criteria. Companies we invest in must outgrow the market and their competitors, display robust barriers to entry and be led by capable management with a proven track record of creating value for shareholders. Valuation on an investment opportunity is assessed after our fundamental research in complete, and using our free cashflow-based financial modelling.

Job Description:

As an Investment Analyst you will work closely with the entire team to help support our research across different sectors, trading operational, and analytic initiatives. You will learn and develop knowledge for financial analysis, trading and about the equities. In the role you will gain valuable experience in developing and maintaining financial models, databases, researching financial companies and analyzing industry trends, and support investment back office. You will also play a role in supporting the broader team with ongoing data, research and with basic administrative support. You will also have an important role responsible for account reconciliation, performance, and reporting. Reconciliation role includes;

1. Assisting in securities reconciliation

2. Assisting process analysis and re-engineering, system configuration and testing;

3. Responsible for ongoing data management;

4. Participating in the team responsible for supporting portfolio accounting, operations and reporting functions in Montreal in order to provide services to our local and global clients;

5. Ensuring that portfolio securities holdings and investor data is maintained in relevant systems in a timely and accurate manner;

6. Design and implementation of automated processes for portfolio and reporting;

7. Assisting in client on-boarding process for new clients;

8. Assisting in gathering client requirements and reporting;

9. Demonstrating keen awareness of industry and technology; and

10. Working with systems vendors and other third parties to resolve issues and developing bespoke client solutions and participate in defining project specifications and roll-out of re-engineered processes.

11. Assisting in filling out questionnaires from institutional investors using an internal FAQ document.

Key Skills & Experience:

  • Work ethics and attention to detail
  • Master’s degree in finance, economics, accounting, business administration, or other relevant field
  • 3 – 5 years of experience
  • CFA designation, or an interest in pursuing the CFA designation considered an asset
  • A technical background with strong Microsoft Excel skills and coding skills or experience with other programing languages will be an asset but not required.
  • Possess strong research and data analysis skills
  • Strong mathematical skills required
  • Demonstrated passion for research, and investment, data analysis
  • Strong ability to communicate, verbally and written skills for reports
  • Eager to learn, and be challenged on your ideas and thesis
  • Ability to adapt to a dynamic environment; ability to multi-task and take on new responsibilities.
  • Fund administration, trading experience or investment management back office preferred but not required.
  • Fluency in English is required. Bilingual preferred.

Salary and Benefits

Salary will reflect qualifications and experience in investment management back office
Office located in downtown Montreal.
Benefits: Vacation and potential long-term profit-sharing plan. Other benefits to be discussed.

Job Types: Full-time, Temporary, Internship, Contract

Pay: $35,000.00-$50,000.00 per year

Additional pay:

  • Bonus pay


  • Paid time off
  • Profit sharing


  • Monday to Friday, 8:00 – 18:00

Work remotely:

  • No

Please complete Assessments that will be emailed by Indeed after completing application. Only Candidates who have completed indeed assessments will be considered for interview.

Job Types: Permanent, Full-time

Pay: $35,000.00-$50,000.00 per year


  • Paid time off


  • Monday to Friday

Supplemental pay types:

  • Bonus pay

Ability to commute/relocate:

  • Montréal, QC: reliably commute or plan to relocate before starting work (required)

Application question(s):

  • Do you have Master’s degree in finance, economics, accounting, business administration, or other relevant field?


  • Bachelor’s Degree (preferred)


  • Financial services: 3 years (preferred)


  • French (preferred)

Work Location: One location