Portfolio Analyst/senior Portfolio Analyst

3 weeks ago


Toronto, Ontario, Canada Scotiabank Full time

Portfolio Analyst (Buy-Side), Growth Team

Please take note of the requirements before applying for this position. Applications without response to the question below the job description will not be reviewed.

1832 Asset Management L.P. is among Canada's largest asset managers, offering a wide range of solutions through Dynamic Funds and ScotiaFunds, covering various sectors, regions, and investment disciplines. They have been providing asset management services since 1877.

As part of the Growth Team at 1832 Asset Management L.P., you, as the Portfolio Analyst, will:

  • Work closely with the Growth Portfolio Manager to gather, consolidate, and interpret information for investment decisions
  • Conduct research on industries, companies, and securities
  • Interview management of analyzed companies
  • Prepare oral presentations and written reports

Key Responsibilities:

  • Analyze companies' financial information to assess current and future performance
  • Review company reports, event-driven situations, and regulatory filings
  • Compile and format information collected
  • Create investment recommendations using data from various sources
  • Maintain and improve valuation spreadsheets
  • Stay updated on key reporting dates and market news
  • Participate in analyst activities and support the Portfolio Manager as required

Requirements for Success:

  • Minimum of two years' analytical investment experience
  • Undergraduate degree or MBA
  • CFA Charterholder or actively enrolled in the CFA program
  • Knowledge of accounting
  • Experience with investment systems like Bloomberg
  • Proficiency in Microsoft Excel and financial software programs

Desired Skills:

  • Strong quantitative abilities
  • Excellent research and analytical skills
  • Ability to analyze companies and make investment recommendations
  • Effective communication skills
  • Strategic decision-making capabilities
  • Attention to detail and strong organizational skills
  • Proficiency in French or Spanish is a plus

Location: Toronto, Ontario, Canada

Additional Information: Along with your resume, please include your answer to the question: 'What is your best investment idea and the reasons behind it?'



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