Portfolio Analyst- Healthcare

Portfolio Analyst – Healthcare (Equity Income Team) Join to apply for the Portfolio Analyst – Healthcare (Equity Income Team), 1832 Asset Management role at Scotiabank. Requisition ID: 241079 1832 Asset Management L.P. is one of Canada’s largest asset managers and offers a comprehensive range of solutions through Dynamic Funds and ScotiaFunds, spanning every major sector, geographic region and investment discipline. The firm and its predecessor companies have been providing asset management services in Canada since 1877, as a manager of mutual funds and providing investment solutions for private clients, institutions, foundations, endowments and managed asset programs. Today, the firm has over $180 billion in assets under management, and its experienced investment management team is active across capital markets and asset classes, deploying traditional and innovative strategies driven to deliver investment management excellence for our clients across our domestic and international businesses. 1832 Asset Management L.P. is a limited partnership, the general partner of which is wholly owned by Scotiabank. Position Overview The award-winning Equity Income team invests in quality businesses at a reasonable price (QUARP®) and focuses on securities that pay a dividend or distribution to shareholders. The team has developed global expertise across all GICS sectors plus alternative investments. To support the ongoing growth of the Equity Income team, we are looking for a Portfolio Analyst with a focus on the Healthcare sector. Responsibilities Analyze financial information to determine current and future financial performance of Canadian, U.S. and global Healthcare companies Evaluate quarterly reports, annual reports, event‑driven situations, and other regulatory filings Organize information collected into an easily accessible format and write succinct research reports for use by the team in stock selection Collect industry, company and economic information from a variety of sources including web, institutional research, corporate reports, general and industry publications, management interviews, etc. in order to draft reports and make investment recommendations Aim to be the thought‑leader in the investment team for the assigned sector Maintain a “recommended list” throughout the year Develop expertise on the securities under responsibilities, and support other Analysts/PMs as necessary Maintain work on securities held within the team's funds Maintain current financial models on each company Keep recommendation and price targets current Maintain an investment thesis for all stocks under coverage Seek out new names to cover that fit the team’s investment philosophy Read all available public information on individual companies Regularly update the team with material information (quarterly and annual reports, event‑driven situations, AIFs, press releases, and sell‑side and other analyst reports) Meet with company management regularly Attend industry seminars and report back any relevant information Actively participate in Analyst‑focused activities across 1832 Asset Management Collaborate with teams across 1832 Asset Management, contributing to sector‑based discussions Support the team with back‑up administration duties as needed Maintain current financial models and update recommendation and price targets Travel for industry seminars, company meetings or tours (some travel involved) Requirements University degree, preferably with a post‑graduate degree in Economics, Finance, Business, or related field Minimum 3 years of buy‑ or sell‑side securities analysis experience, ideally with a focus on Healthcare sector or related sectors CFA Charterholder or active enrollment in the CFA program preferred Strong financial modelling skills, with the ability to run complex models with minimal assistance and supervision Experience and knowledge of investment systems (e.g., Bloomberg, CPMS, Charles River) a definite asset Advanced skills in Microsoft Office (Excel, Word, etc.) Excellent verbal and written communication skills Ability to analyze and interpret research and make investment recommendations Experience working within a team environment, with the ability to collaborate well across the team Coachability with a team‑first attitude Ability to work in a fast‑paced environment Proven ability to cope with stress and prioritize work when assigned multiple tasks Ability to make decisions quickly and accurately Location Canada – Ontario – Toronto Join Our Inclusive Culture Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted. Seniority Level Mid‑Senior level Employment Type Full‑time Job Function Finance and Sales Industries Banking #J-18808-Ljbffr