investment analyst jobs

This role offers broad exposure to Saskatchewan's business and investment community, with opportunities to develop valuable skills in communications, relationship management, business development, and financial services.

As an Investor Relations & Business Development Analyst, you will support the growth and success of the SaskWorks Venture Fund and PFM Capital by engaging with financial advisors, investors, and industry partners across Saskatchewan. The role includes stakeholder engagement, communications, events, and business development initiatives.

You will prepare reports and presentations for the Board of Directors, manage investor and advisor inquiries, and communicate timely updates regarding Fund activity, market developments, and investment opportunities. You will also support strategic projects and collaborate with teams across marketing, accounting, compliance, and investment operations. This position works closely with all PFM team members and reports directly to the Marketing & Communications Manager.

Key Responsibilities

• Serve as a representative and key point of contact for SaskWorks, managing inquiries from shareholders, financial advisors, and prospective stakeholders
• Build and strengthen relationships with financial advisors, investors, and industry partners throughout Saskatchewan
• Support fundraising, investor relations, and business development initiatives through advisor engagement, stakeholder outreach, presentations, communications, and events
• Represent SaskWorks and PFM at industry events, trade shows, and community functions throughout Saskatchewan
• Identify and evaluate sponsorship, partnership, and stakeholder engagement opportunities while supporting the planning and execution of advisor and investor events
• Prepare reports, presentations, and communications for the Board of Directors and other key stakeholders
• Maintain stakeholder information within CRM systems
• Assist with marketing, communications, and content initiatives that support fundraising, investor engagement, and brand awareness
• Conduct research, analysis, and special projects to support strategic initiatives and organizational growth

About You

• You are a personable and professional relationship builder who enjoys connecting with people and representing an organization in a variety of settings
• You have experience in customer service, relationship management, sales, business development, communication, fundraising, stakeholder engagement, or a related field
• You possess excellent verbal and written communication skills and are comfortable presenting information to a wide range of stakeholders in both small and large groups
• You have strong organizational, decision-making, and project management skills, with a proven ability to manage multiple priorities and maintain attention to detail
• You are a motivated team player with a strong work ethic and high professional aspirations
• You have an undergraduate degree or diploma in Business, Communications, Marketing, Public Relations, Finance, Economics or a related discipline
• Experience with Microsoft Excel, Word, PowerPoint, CRM software, Canva, social media, event coordination, public speaking, or digital communications would be considered an asset
• Knowledge of mutual fund operations, securities trading, or the investment industry would be considered a strong asset. PFM will provide opportunities for the successful candidate to develop industry-specific knowledge and expertise
• You are able and willing to travel throughout Saskatchewan and occasionally work outside of regular office hours to support events and business development activities

Details

This is a full-time position located in Regina, Saskatchewan, and includes occasional travel and off-hours commitments to support events and stakeholder engagement activities.

PFM offers a competitive compensation package that includes bonus potential, comprehensive health and dental benefits, a pension plan, and employee investment opportunities.

We are committed to supporting the professional growth of our team members through continuing education, professional development funding, and opportunities to build industry knowledge and expertise.

In addition to our compensation package, PFM offers a collaborative and engaging workplace culture that includes:

• An on-site fitness facility
• Employee-led charitable giving through the PFM Community Impact Fund
• Team-building and social activities throughout the year
• An annual destination staff retreat
• Opportunities to participate in community initiatives and volunteer activities

At PFM, we believe in investing in our employees, fostering professional growth, and creating a workplace where people can build rewarding and meaningful careers.

Pay: $65,000.00-$105,000.00 per year

Application question(s):

• Are you legally authorized to work in Canada?
• Do you have knowledge of mutual fund operations, securities trading, labour-sponsored investment funds (LSIFs), or the financial services industry?
• Do you have experience in relationship management, customer service, or communications?

Work Location: In person