Job Description
Equity and industry research (40%)
Monitoring current businesses held within of Pools and Mandates
Includes monitoring news flow and generating earnings reports within the analyst’s coverage list
Recommending new businesses for inclusion into Pools and Mandates
Analyst will be assigned sector-level coverage and will be responsible for covering that sector’s leading businesses. Analyst may also recommend companies outside of their coverage for inclusion
Fund operations (30%)
Trade execution including equity (long / short), options (put / call), and currency trades through Bloomberg
Monitoring complete trade lifecycle to ensure timely trade settlement
Updating daily cash and security positions in internal fund management system for Pools and Mandates manages
Pool presentation and marketing material content (30%)
Content creation for quarterly newsletters, buy / sell notifications, update videos and Investment Committee presentations
Generate and deliver presentation content which helps clients understand what they own
Updating recurring marketing materials and providing Marketing Department with information as needed
Qualifications
Education & Experience
Undergraduate degree in a related field (Finance, Economics, Accounting, etc.).
CFA designation or enrolled in the CFA program preferred.
Investment industry experience preferred but not required.
Technical Knowledge
Strong understanding of fundamental equity analysis and valuation.
Proficiency in Microsoft Excel required, proficiency in PowerPoint, Word, and Teams preferred.
Working knowledge of Bloomberg and S&P Capital IQ functionality preferred.
Programming skills (i.e. Python, VBA) preferred.
Skills & Abilities
Sound analytical, problem solving and decision-making skills.
Strong collaboration skills combined with the ability to work independently.
A proactive and resourceful approach to work is required.
Ability to communicate clearly and concisely (verbally and written).
Ability to work under pressure and in a fast-paced environment.
Excellent interpersonal skills and an entrepreneurial spirit.
Additional Information
Comprehensive health, dental and vision benefits
Health & Wellness Spending Account
4% Matching RRSP allocation
Great workplace culture!
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