Senior Equity Analyst

4 weeks ago

Canada Stonewood Group Inc. Full time

Established in 1988, our client is a leading independently-managed investment management and wealth planning firm providing customized services to high net worth families, foundations and endowments across Canada.
5B of assets under management, our client has an enviable reputation for unwavering commitment to excellence and integrity and its business success is aligned with that of its clients’.
With a growing client base and an eye toward the future, our client is adding a new member to its investment team.
As an integral member of the Investment Committee, the Senior Equity Analyst / Portfolio Manager will work collaboratively with other committee members to determine asset allocation, select specific investments and contribute to overall portfolio construction.
The Senior Equity Analyst / Portfolio Manager will have primary responsibility for research and analysis across several sectors of the North American equity market and make buy / sell recommendations that align with the client’s investment approach of owning high-quality businesses with reasonable valuations.
Conduct fundamental investment analysis on companies and industries by researching and analyzing competitive environments, business strategies, and financial information
Undertake research and monitoring of the firm’s existing equity portfolio – individual securities and overall portfolio
Identify and analyze potential new equity investments consistent with the firm’s investment philosophy
Perform financial statement analysis to interpret a business and understand the value it generates
Prepare research summaries and proposed portfolio changes for consideration at Investment Committee meetings
Exercise judgement in making value-added investment decisions in conjunction with the Investment Committee
Attend investment conferences, company presentations, monitor news and remain current with economic, market and company developments
Use investment, portfolio management, portfolio analytics, and attribution tools
Support the client relationship and business development team by providing high-quality economic, market and portfolio overviews in individual and group meetings, as well as responses to information requests
Minimum eight years of investment and research experience
Advanced knowledge of principles and practices of investment management, analytics and portfolio management
Ability to examine, interpret and evaluate data and exercise good judgement to make value-added investment decisions
Ability to proactively identify, manage and mitigate risks and issues
strong working knowledge of Microsoft Office, Bloomberg
Masters, or at minimum, an undergraduate degree in a related discipline (Finance, Commerce, Economics)

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