Working with us
At Grayhawk, relationships are not just talked about, they are our core business. Genuine relationships drive everything we do, as we believe they are essential to helping our clients manage their wealth, not just their money. We understand that significant wealth requires stewardship from a whole-person, whole-life, whole-family perspective. Our approach involves asking tough, yet transformative, questions about our clients’ wishes, fears, and aspirations. These human-centric interactions form the foundation of real, caring relationships. We recognize that the word “relationship” means different things to different people and adapt accordingly. Everyone in our team and our partners are committed to making these relationships work by upholding our guiding values.
- We are guided by our values all the time, especially when the choices are the hardest:
a. Never let anything get in the way of being your authentic self.
b. Collaborate willingly across boundaries to keep the client at the center.
c. Take the time to be thoughtful with each other and with our families. - We see our clients as people; not rich people.
- We have the courage and confidence to challenge our clients and each other, to question old beliefs, face reality, and dream of possibility.
- We value intimacy over luxury. People don’t come here to be pampered or have their egos stroked. They come here to be themselves.
If there was one idea we carry around to bring us back to relationships it is this: If I’m more in tune with my client families and my team, we can go to incredible places others can’t.
The role
We are seeking an Investment Analyst to support our investment team. Our ideal candidate will help our investment team in building a first-in-class investment management offering to successful families across Canada. In this role, you will work with the Chief Investment Officer and the investment team on enhancing existing portfolio strategy and be instrumental in advancing thought leadership in asset class research and portfolio construction. This role will be charged with working with the CIO on a complete, forward-looking enhancement of the strategy that will be the foundation for a leading-edge investment solution for successful Canadian families, institutions and foundations.
Here’s what we’re looking for in our Investment Analyst:
- You have a degree in Finance, or a related discipline preferred, although work experience and professional designations (such as CFA) may also be considered.
- 3+ years of direct work experience in investment research and portfolio management at large institutional-quality asset management firms.
- Strong analytical skills with the ability to evaluate complex investment opportunities and strategies across various asset classes.
- You are technologically savvy and have advanced-level skills in data manipulation and processing including advanced Excel skills.
- Industry experience across multiple asset classes preferred.
- Exceptional communication skills, both verbal and written, with the ability to clearly articulate complex investment concepts to both technical and non-technical audiences.
- Strong attention to detail and ability to manage multiple projects simultaneously in a fast-paced environment.
- Demonstrated interest in financial markets and a passion for investment research, evidenced by keeping up-to-date with market trends and economic developments.
- You are a self-starter who understands how to balance taking initiative with leveraging the strengths of the team around you.
- You are resourceful, agile, and able to pivot in a different direction smoothly and calmly when circumstances change unexpectedly.
- You have a personality type that is positive, enthusiastic, self-motivated, and confident. You have an endless supply of energy and are a team player with strong problem-solving skills.
- You exemplify our values of being resilient, transparent, authentic, and connected.
- You are steadfast in your integrity and have exceptional attention to detail, you are highly organized with the ability to translate and execute tasks in an efficient and effective manner and maintain strict confidentiality in all manners of your role.
Responsibilities include but are not limited to:
- Conduct in-depth analysis of investment opportunities across various asset classes, including equities, fixed income, and alternative investments.
- Participate in manager selection processes, including screening potential managers, conducting due diligence meetings, and analyzing historical performance data.
- Prepare comprehensive investment memos and presentations for the investment committee, summarizing key findings and recommendations.
- Monitor existing investments and external managers, preparing regular performance attribution reports and identifying any areas of concern.
- Contribute to the firm’s asset allocation strategy by researching macroeconomic trends and their potential impact on different asset classes.
- Collaborate with the risk management team to ensure investment decisions align with the firm’s risk tolerance and client mandates.
- Assist in preparing client-facing materials to explain investment strategies and performance.
- You contribute to the prototyping and development of analytics and other tools to enhance the team’s ability to implement and scale the use of new and innovative strategies.
Personal qualities
Your resourcefulness, agility, and organizational skills are unparalleled. Adapting to changing needs and tasks is second nature to you, and you thrive in handling ambiguity. Your self-drive enables you to multi-task effectively and manage dynamically shifting priorities and deadlines.
Your personality is outgoing, energetic, and enthusiastic. You consistently embody Grayhawk’s brand in every interaction.
About Grayhawk
Grayhawk Wealth was founded in 2015 to empower our client’s wealth purpose and accelerate impact. We act as the Chief Investment Office (CIO) for Canada’s successful families and foundations.
Today we serve our clientele nationally, offering institutional quality investment portfolio curation with a relationship-first mindset. Our work is most meaningful when our clients feel how different it is to partner with us, and we support a path of purposeful wealth stewardship with profound impact across generations.
We designed Grayhawk to be a different kind of Chief Investment Office (CIO). One that delivers the experience clients were asking for. As a CIO, we offer our clients independent expertise and advice, with access to investment opportunities not typically available to private investors. We aim to provide a superior, long-term, risk-adjusted return for our clients based on their wealth goals. And we fundamentally believe that it all starts with relationships built on trust.
Our team of professionals are all here because they believe in what we do – each with their own story about why our purpose matters to them. We value diversity and inclusion as an organization and are dedicated to growing our team with individuals who have varied perspectives and experiences.
Employment inquiries
For all prospective employment inquiries please contact our team.
Email: connect@grayhawkwealth.com
Tel.: 1 877 665 9951