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Senior Analyst, Research, North American Corporate Bonds

2 months ago


Montreal, Canada iA Financial Group Full time
Job Description

iAGAM / Corporate bonds / Investments / CFA / Bloomberg / French and English / Montreal, Quebec City or Toronto

Depending on the candidate’s seniority, they may be asked to accept the title of either Senior Analyst or Manager.

Want to join one of Canada’s leading portfolio management groups? Our enthusiastic teams invest themselves each day to make iA Global Asset Management one of the most competitive portfolio managers in the market.

The General Fund and Fixed Income Portfolio Management sector is looking for a Senior Analyst, Research, North American Corporate Bonds to join its team.

You will cover North American public companies and will have a direct influence on our portfolios. You will be responsible for analyzing and monitoring issuers and giving portfolio managers investment recommendations. This is your opportunity to join a high-performance team and contribute to the public corporate bond portfolio investment strategy for general and investment funds totaling nearly 15 billion dollars.

Your duties will include:

  • Acting as a leader in covering industries belonging to various North American bond benchmark indexes (FTSE, BBG)
  • Carrying out fundamental analyses of North American public companies and providing investment recommendations to portfolio managers
  • Integrating ESG criteria into fundamental analysis and investment decision-making processes
  • Designing and validating companies’ financial measures, analyzing their financial statements and estimating credit risk
  • Providing your assessment of the fundamentals of issuers under your responsibility and ensuring that they are monitored (quarterly results, credit events, etc.)
  • Monitoring the credit spreads of public corporate bonds and analyzing various relationships in order to help outperform Canadian and US market benchmark indexes
  • Meeting and discussing with managers from issuing companies and their representatives
  • Attending conferences, seminars and other events in North America to keep abreast of industry trends
  • Analyzing market trends and their impacts on the various industries and issuers in the portfolios
  • Giving recommendations on value-added credit strategies with the aim of meeting clients’ needs and exceeding benchmarks
  • Developing and maintaining a network of securities brokers, external analysts, credit agencies and other capital market stakeholders
  • Working with a multidisciplinary team of investment, actuarial, accounting, compliance and risk monitoring professionals to validate the strategies awaiting implementation

iA Global Asset Management offers a stimulating career along with opportunities for you to grow and continue to learn. You’ll be part of a respectful, energetic and motivating workplace where teamwork is valued.

Desired profile:

Core competencies:

  • Bachelor’s degree in finance, accounting or a related field
  • Advanced understanding of fundamental analysis
  • Excellent analytical and problem-solving skills
  • Excellent communication skills and the desire to collaborate with colleagues, other teams and vendors to establish relationships and to efficiently and quickly resolve problems
  • Excellent command of French and English (oral and written) for frequent interaction with French- and English-speaking portfolio management colleagues and to prepare analyses and investment recommendations
  • Proficiency in Office Suite

Preferred competencies:

  • Five or more years of experience in a similar position or sector
  • CFA Charterholder (or in progress)
  • Master’s degree in a finance-related field is considered an asset
  • Knowledge of the Bloomberg environment and advanced Excel features

Location(s): Quebec, Quebec

Other Possible Location(s): Montreal, Quebec, Toronto, Ontario

Company: Industrial Alliance Investment Management Inc.

Posting End Date: 2024-09-08

Company Overview:

iA Financial Group is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

Our Commitment to Diversity and Inclusion:

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs.

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