Equity Analyst and Portfolio Manager

Permanent job offered at Montreal

Reference number



Market + Bonus + Complete benefits


  • Financial analysis on stocks and bonds - investments
  • Build models, research reports and study trends for recommendation
  • Asset allocation and contact with external brokers / companies
  • Internal business projects (M&A, private investments, bus. analysis operations)
  • Maximize pension fund growth & investments profitability


Our client, a very large diversified operating company, is looking for a Public Equity Analyst to assist/recommend in choosing the best investments to maximize the growth and profitability of the company’s pension plan. The company is well established and we placed several candidates with them that are still happy to work there.


The incumbent will produce in-depth analysis of selected stocks and/or companies, research reports, projections on the stocks evolution and make recommendations to higher management on securities to buy, sell, and hold.


The Analyst will be an expert in trends, market data, financial information and building models to evaluate and give advice on the best investments possible to maximize the value for the Pension Plan Investments team. He will also be in contact with external brokers and/or companies to gather and monitor market data and financial information.


The Analyst will also have special projects outside the Pension Plan’s management; He could work on M&A deals directly for the companies operations or private investments, he could also work on business analysis to reopen or close a plant (ROI), this leads to a lot of thinking outside the box.


This is a great opportunity to work in an open space office with brilliant team members that interact with articulating ideas and brainstorming on companies, stocks, market trends. You will report to the VP Investments that will become your new mentor with his coaching approach that can bring you up to speed on almost anything related to finance on the investments side. He is also very adaptative, a fun person to be around, extraverted and passionate about what he does.


We are looking for a very smart individual with 5+ years experience in investments (buy and/or sell-side) with a Finance, Economics and/or Financial Engineering background. (CFA an asset). The candidate will possess an analytical mind, a model creation capacity that can manage a lot of data/information and summarize it for different groups (higher management to). Strong business acumen, knowledge of the equity markets, solid track record on stocks & bonds recommendations is a must. We are looking for a passionate finance professional with an adaptative personality and with an entrepreneurial mindset, to join the dynamic team of our client.

About us

CIELO is a recruitment firm specializing in finance, accounting and management in Quebec, Canada and internationally. Our head office is located in downtown Montreal. Only successful candidates will be invited to an interview. We would like to thank all the candidates for showing interest in this position. The masculine form is used to lighten the text.

Formulaire de candidature

How to use your CV to get an interview?

Guide to illustrate how to effectively present key competencies and professional achievements in a CV.

What position to choose?

Decision helper guide for the candidate.

You miss 100% of shots you do not take

You don’t find an opportunity to your size? Tell us more about your goals, your passions and your dreams. We can help you reach new heights.