Ocean Capital Holdings Limited is a privately held company located in Saint John, NB with interests across number of business lines, including broadcasting, real estate, construction, industrial distribution and service. Our purpose is to have winning businesses and great people, all contributing to better communities. We unlock the potential of our businesses through imagination and a passion for winning, and we celebrate the uniqueness in each person. Our focus is on excellence and accomplishments.
Ocean Capital Holdings Limited has an immediate opening for an Investment Analyst to work in our Saint John Office. This position reports to the Senior Manager of Investments and will have direct involvement with the complete investment process.
Analysis of internally and externally managed portfolios.
Provide regular reporting & analysis for investments, summarized as follows:
Daily & weekly portfolio reviews.
Monthly performance reports.
Quarterly investment report to the Board of Directors.
Perform research projects to identify and analyze investment themes and ideas.
Assist in the evolution of processes related to investments.
Use Bloomberg terminal, Addepar, and Thompson Reuters reporting to facilitate holding specific and portfolio level analysis.
Annual review of Investment Policy Statements.
Assist in sourcing and implementing new tools to further improve and automate processes.
Interface with Ocean Capital’s investment managers and advisors on a regular basis.
Ensure investments are in compliance with investment policy statements.
Stay current with economic and market news and grow in understanding of financial markets.
Keen interest in Investing / Financial Markets.
Strong comfort level with investment software and evolving technology.
Strong communication skills.
Ability to work independently.
Attention to detail.
The ideal candidate will have 2 to 4 years of experience, and have successfully completed the Level 2 CFA exam. Experience with Bloomberg terminals and Thompson Reuters reporting will be considered an asset.
The employment offer will include a competitive salary and benefit package. Please apply with a cover letter and resume by October 5th, 2020.