Investment Analyst

3 weeks ago

Toronto, Canada THE EMPIRE LIFE INS. CO Full time

**Investment Analyst**

The Investment Analyst provides assistance to the Portfolio Management team in managing an investment portfolio to maximize its return within the Investment policy framework and according to the client's objectives.

Empire Life is one of the top ten life insurance & investment companies in Canada and is recognized by our Distribution Partners as digital leading. We offer an environment that encourages the pursuit of personal and professional success. At the heart of that success is our focus on customers; we provide protection and financial security for Canadians with a delicate touch.

We offer a competitive salary, bonus plan, matched pension contribution, full benefits and four weeks of vacation. We acknowledge and reward talent and support our employees in achieving and exceeding individual and organizational goals. Our goal is to make Empire Life a great place to work, learn and grow, where people can be their true selves, feel they belong and have equal opportunities for growth in their careers. We are also committed to supporting an inclusive workplace that values diversity.

If you are looking for an exciting opportunity and the chance to build a career in an innovative and dynamic organization, continue reading and submit your resume by clicking on Apply.

**Responsibilities**- Collect and analyze industry, company and economic information from a variety of sources including websites, institutional research, corporate reports and industry publication
- Review Annual Reports, Quarterlies and Proxy Statements
- Conduct regular meetings with management teams of companies both in our portfolio and investment universe
- Attend industry and company events to gather information such as investors day, company tours and industry conference
- Analyze financial information relating to companies via annual reports, quarterly reports and investor presentations
- Write research reports and present to management to assist in key portfolio decision making
- Construct stock screens using software such as Bloomberg to filter database of companies to identify potential investment ideas
- Organize all available information and data effectively in order to build and maintain spreadsheet models for both valuation and monitoring purposes
- Determine both buy and sell targets for companies based on a combination of all the qualitative and quantitative information collected
- Present investment ideas to the broader Investment Team
- Keep abreast of portfolio strategy, developments in the Canadian and Global economic and political environment and fluctuations in the capital markets
- Maintain statistics on the portfolio regarding exposures, company information and valuation parameters.
- Communicate portfolio positioning ideas to the portfolio managers
- Perform other special projects related to investment or theme ideas for the Portfolio managers as required
- Market individual fund management capabilities including making presentations to existing and potential clients**Skills / Knowledge / Education**- 1+ years experience in investment research or related positions
- Completion of a university degree with courses in finance, investments, economics, mathematics, statistics, ethics
- CFA or working toward designation
- Well-developed mathematical skills
- Strong research, financial modeling, risk management and a thorough understanding of various investment valuation concepts
- Clear written and verbal communication skills
- Ability to plan tactically or plan strategically
- Attention to detail/accuracy
- Ability to think logically, analyze and/or solve problems**Working Conditions**- Office environment
- Prolonged periods of concentration and attention to detail
- Travel (including International) may be required
- May be required to work extended hours

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