Investment Associate at Invoca

Montreal, Quebec, Canada

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Not SpecifiedCompensation

Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Asset Management, Alternative Investments, Hedge FundsIndustries

Requirements

Knowledge and interest in market finance and financial instruments, alternative assets, and hedge fund strategies
Knowledge of data analytics, data exploration, and reporting is preferred
Proficiency with Microsoft Office, SQL, and especially Tableau
Additional computer knowledge with Python, Power BI, VBA, Visio, PowerShell, and/or JIRA/Confluence is an asset
Excellent written and oral communication skills both in French and English given the global team environment
Detail-oriented and autonomous with a proven ability to manage multiple tasks in a timely manner and under tight deadlines
Proactive, positive, and adaptable approach to work with a strong desire to learn

Responsibilities

Develop and enhance reports, dashboards, dynamic tools, and web applications
Monitor hedge fund trading strategies to detect unexpected data or style drift in strategy-specific reporting
Support the development of Innocap hedge fund benchmarks
Drill down into numbers and deliver data-driven insights and analyses to internal and external clients
Contribute to financial markets reviews (daily, weekly, monthly, quarterly)
Support hedge fund and market research for clients and internal committees
Ensure completeness and accuracy of static data for Innocap funds
Validate client reports and data transfers, and implement automated controls and diagnostics
Engage with internal teams to resolve data challenges and issues

Skills

portfolio analytics

data analysis

reporting

dashboards

business intelligence

data management

SQL

Python

Excel

Tableau

Power BI

Invoca

AI-powered call tracking and analytics platform

About Invoca

Invoca offers a platform for AI-powered call tracking and conversational analytics, helping businesses analyze phone calls to gain insights from customer conversations. This data is vital for marketers to optimize their advertising strategies and improve customer acquisition. The platform integrates with popular marketing tools, allowing businesses to connect offline and online customer data. Invoca's goal is to enhance marketing performance through detailed insights, enabling data-driven decisions and better return on investment.

Santa Barbara, CaliforniaHeadquarters

2008Year Founded

$194.4MTotal Funding

SERIES_FCompany Stage

Consumer Software, Enterprise Software, AI & Machine LearningIndustries

201-500Employees

Benefits

PTO

Medical, dental, & vision coverage

Mental well-being & EAP

Paid family/medical leave

Invacation (sabbatical)

Wellness subsidy

Risks

Emerging AI-driven startups could challenge Invoca's market share in conversational analytics.

Privacy regulations like GDPR may limit Invoca's data collection capabilities.

Economic downturns could reduce marketing budgets, impacting Invoca's subscription revenue.

Differentiation

Invoca leads in conversation intelligence AI, enhancing marketing and sales team efficiency.

The platform offers seamless integration with major marketing tools like Google Ads and Salesforce.

Invoca's no-code integrations simplify deployment across social media platforms like TikTok and Snapchat.

Upsides

Growing demand for AI-driven insights boosts Invoca's market potential in personalized marketing.

Recent integrations with social platforms align with expanding social media ad budgets.

Recognition as a leader in revenue execution platforms strengthens Invoca's market position.

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