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Investment Analyst

About Our Firm
Viewpoint Investment Partners Corporation (VIP) is a boutique investment management firm located in Calgary, Alberta and is registered as a PM, EMD, and IFM in BC, Alberta, and Ontario. The firm manages a global macro mandate on behalf of families, family offices, and institutions. VIP is owned and operated by Viewpoint Group, a single-family office also based in Calgary.

Our flagship global macro strategy uses a rigorous, evidence-based investment philosophy to create a foundational pillar for investor portfolios and is active where it counts. We use an innovative, rules-based approach to drive out behavioural biases inherent in investment decision-making.

Everything we do is for the long term. We have an entrepreneurial culture and believe strongly in alignment with our investors.

Job Responsibilities 

  • Quantitative investment analysis and modeling
  • Performance reporting and analytics
  • Trade reconciliation
  • Investment universe due diligence
  • Reconciliation of the fund and separately managed accounts
  • Sell-side relationship management
  • Preparation of client reports
  • Transaction cost analysis and trading strategy development
  • Macroeconomic research and analytics, including monitoring and reporting of key economic variables

Required Qualifications

  • Valid post-secondary degree in business, finance, accounting, or equivalent experience
  • Self-starter who enjoys taking initiative and is comfortable working in an entrepreneurial culture with a diverse landscape
  • Proficiency in Microsoft Excel and the full suite of Microsoft Office

The following would be considered assets:

  • Completion of an accounting designation and/or enrollment in the Chartered Financial Analyst program
  • Experience with SQL, Tableau, Power BI
  • Basic knowledge of Python and/or Java
  • Prior experience in performance reporting and analytics, or operations for an investment management firm
  • Experience with a Bloomberg Terminal

Key Qualities

  • Strong interest in portfolio management and finance
  • Ability to work independently and with minimal supervision
  • Entrepreneurial and learning mindset, with a natural curiosity
  • Strong interest in data science and the application of predictive algorithms
  • High amount of dedication and work ethic
  • High level of attention to detail

Other Details

  • This position reports to Scott Smith, Managing Partner
  • This position may be a 12-month contract, with a full-time position available at expiration
  • Salary and bonus package will reflect candidate‚Äôs experience and skillset

Please submit your resume with a brief email cover letter to Scott Smith, Managing Partner via email at