investment analyst

About the company

About Enoch Wealth Founded in 2015, Enoch Wealth Inc. is a growing alternative investment and wealth management firm serving clients in Canada. The firm is registered and licensed in multiple Canadian jurisdictions as an Investment Fund Manager (IFM), Portfolio Manager (PM), and Exempt Market Dealer (EMD).

As an established wealth management platform serving thousands of high-net-worth clients across British Columbia, Ontario and Alberta, Enoch Wealth combines a strong entrepreneurial culture with sophisticated institutional capabilities. Our team of more than 70 dealing representative professionals is supported by dedicated functions across compliance, operations, technology, and investment research.

Your tasks

The Opportunity We are seeking an Investment Analyst to join our Research & Sales Support team in Toronto. This is an entry-level role for a motivated early-career professional who wants to build a career in private markets and alternative investments.

Due Diligence Support

• Assist senior analysts with due diligence on new investment products across private real estate, private credit and mortgage funds, infrastructure, and private equity.
• Gather and organize information from offering documents, fund reports, audited financial statements, and manager presentations.
• Help build and update financial models, including return calculations, fee comparisons, and peer benchmarking tables.
• Draft sections of investment memos and presentation decks for review by senior team members.

Product Monitoring & Reporting

• Track performance, distributions, NAV, and key risk indicators across the firm's product shelf, and maintain internal monitoring databases.
• Flag notable changes or data inconsistencies to senior analysts for follow-up.
• Prepare first drafts of periodic product reports and fund fact sheets.
• Take notes during manager calls and due diligence meetings and summarize key takeaways.

Market Research

• Collect and summarize data on interest rates, real estate, private credit, and broader economic conditions.
• Support the preparation of market commentaries and research reports for internal and client-facing use.
• Monitor industry news, competitor offerings, and Canadian exempt market regulatory updates.

Team & Sales Support

• Respond to routine product and data inquiries from dealing representatives.
• Help prepare product summaries, presentations, and training materials for the sales team.
• Coordinate data requests with asset managers and third-party service providers.
• Work with compliance to ensure materials meet regulatory and internal standards.

Requirements

We welcome recent graduates with relevant internship experience, as well as retail banking professionals, including bank tellers and customer service representatives, who are looking to move into investment research. You will learn the fundamentals of due diligence, product monitoring, and investment reporting while supporting senior analysts, the Product Manager, and our dealing representative team.

Qualifications

• Experience: Minimum of 1 year of finance-related experience preferred. Recent graduates with internship or co-op experience in investment research, asset management, banking, accounting, or a related field are encouraged to apply.
• Career changers welcome: We welcome applicants from retail banking, including bank tellers and client service representatives, who have a strong interest in investment research and are ready to build their analytical skills.
• Education: Bachelor's degree in finance, accounting, economics, business, or a related field. Progress toward the CFA, CSC (Canadian Securities Course), or CAIA is an asset.
• Asset Class Interest: Basic understanding of, or strong interest in, private real estate, mortgage and private credit funds, infrastructure, and private eq

What we offer

This role offers hands-on mentorship and structured training, with a clear path toward greater responsibility as your skills develop.