Junior Investment Analyst

Description

• Be part of a highly engaged, collaborative team that focuses on what’s right, not who’s right.
• Openly hold yourself accountable to support collective learning and continuous improvement.
• Generate and manage research that supports the Team’s research within your respective sector.
• Research, analyze, and recommend investments:
• Perform in-depth fundamental credit research and industry analysis to identify companies and bonds with superior risk-return profiles
• Follow companies in assigned sectors, contribute to reporting and marketing needs
• Meet with company management, industry experts, rating agency analysts and other specialists
• Document research ideas and investment rationales
• Maintain and update various analytical tools used to evaluate corporate bonds for inclusion in funds
• Communicate high conviction recommendations to the rest of the group
• Present to internal clients about security selection, investment ideas, and portfolio activity.
• Work closely with Team members to access relative value across sectors
• Participate in research and process improvement initiatives on an ongoing basis.

• A broad range of experience levels will be accepted. However, Applicants should have a minimum 1 - 3 years experience in the financial services industry, preferably with a focus on financial analysis.
• Excellent understanding of accounting and financial statement analysis, economic theory
• Flexible compensation structure that will adjust for those applicants with more experience

• Bachelors degree, or higher.
• CFA designation, or commitment to obtain the CFA designation.

• Ability to work within a small team of investment professionals.
• High level of organizational skills.
• High work ethics and determination to succeed.
• A willingness to continue to learn and open to improvements in process and structure.
• Very good verbal and written communications skills.
• Interpersonal skills and ability to communicate complex ideas and concepts in a succinct way.
• Attention to detail and high degree of accuracy.
• Ability to work independently and meet deadlines consistently.
• Competent with Microsoft Office software and willingness to learn new platforms (e.g. trading platforms, content sharing (Bloomberg) and attribution software).
• Nice to have experience with SQL, Python and Bloomberg VBA
• Willingness to travel 3 times a year to NYC and or other areas of the US

• Modern HQ location within walking distance from Union Station
• Training Reimbursement
• Paid Professional Designations
• Employee Savings Plan (ESP)
• Corporate Discount Program
• Enhanced group benefits
• Parental Leave Top–up program
• Paid time off for Volunteering