CFA Institute

Investment Analyst/Associate

📍 Location
calgary, ab
⏰ Job Type
Full-time
📅 Posted
June 01, 2026
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Job Description

Position: Investment Analyst/Associate

Location: Calgary, Alberta

Employment Type: Full-Time

Position Overview

We are seeking a motivated Investment Analyst/Associate to join our team. The ideal candidate will be a high energy and self-starting individual with a passion for critical thinking and financial/risk analysis, strong communication skills, attention to detail, and work ethic.

Key Responsibilities

  • Conduct in-depth underwriting and due diligence on new credit opportunities, including financialmodelling, valuation stress-testing, industry/peer analysis, and financial covenant structuring;
  • Assist in preparing investment memorandums, outlining key risks, mitigants, return drivers andrecommendations;
  • Support deal execution from term sheet through closing, including structuring, documentation, andcoordination with external counsel and sponsor...

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