Equity Research Analyst

3 days ago


Toronto, Ontario, Canada Canoe Financial Full time

Equity Research Analyst

Company Profile

Canoe Financial is one of Canada's fastest growing independent mutual fund companies managing over $19 billion in assets across a diversified range of award-winning investment solutions. Founded in 2008, Canoe Financial is an employee-owned investment management firm focused on building financial wealth for Canadians. Canoe Financial has a significant presence across Canada, including offices in Calgary, Toronto and Montreal. 

Description

Canoe Financial is seeking an equity research analyst to join its Toronto investment team. This is a unique opportunity for an individual who aspires to be a portfolio manager, to join a team responsible for a number of actively managed mutual fund portfolios. The analyst will work closely with the portfolio manager and other team analysts to help identify equity investment ideas from different sectors and industries.  

The analyst will perform fundamental equity research, provide investment ideas for the portfolios, and contribute to the portfolios' investment performance. They will perform fundamental analysis on sectors, industries, and companies. They will develop company models to accurately value companies and forecast financials. Research efforts will include meeting with sell side analysts, industry experts, company management, suppliers and customers. 

Primary responsibilities

  • Maintain a high level of knowledge of Canadian, US, and global equity markets, and the universe of companies within assigned sectors. 
  • Conduct fundamental research on investment opportunities including financial statement analysis, management interviews, and strategic assessments of companies. 
  • Leverage various information sources including company management, competitors, suppliers, customers, industry specialists, and external and sell-side research to develop a thorough understanding of a company and to formulate a thesis on its stock. 
  • Construct company reports for distribution to the investment team to clearly articulate analysis, and present results of fundamental analysis to team members. 
  • Work with the sales and marketing teams to provide input into presentations, commentaries and queries. 

Requirements

Knowledge:

  • Passionate about financial markets and the investment industry  
  • 2-5 years of relevant experience in financial markets 
  • Research experience and knowledge of Canadian and US securities would be an asset 
  • Undergraduate degree in business, finance or economics 
  • Master's degree in business, economics or finance would be an asset 
  • Completion of the CFA program would be an asset 

Skills:

  • Highly motivated and goal-oriented 
  • Strong initiative and accountability, able to work independently 
  • Excellent analytical and interpretive skills 
  • Critical thinker 
  • Excellent organizational skills, strong attention to detail 
  • Excellent interpersonal and communication skills, including presentation skills 
  • Able to maintain effectiveness, accuracy and performance in a fast-paced and demanding environment with multiple concurrent priorities 
  • Strong technical and problem-solving skills  

Location: 1 Adelaide Street East, Toronto, Ontario (on site). 

We thank all applicants for their interest, however only those in consideration for the role will be contacted. 



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