Equity Income Research Analyst

3 weeks ago


Montréal QC, Canada Canoe Financial Full time

**Equity Income (Option/Preferred Share/Bank Capital) Research Analyst (Montreal)**

Canoe Financial is one of Canada’s fastest growing independent mutual fund companies managing $18 billion in assets across a diversified range of award-winning investment solutions. Founded in 2008, Canoe Financial is an employee-owned investment management firm focused on building financial wealth for Canadians. Canoe Financial has a significant presence across Canada, including offices in Calgary, Toronto and Montreal.

**Description**

Canoe Financial is seeking an equity income research analyst to join its investment team. This is a unique opportunity for an individual who aspires to be a portfolio manager, to join a team responsible for a number of actively managed mutual fund portfolios. The analyst will work closely with the portfolio manager and other team analysts to help generate preferred share, bank capital and equity option ideas from different sectors and industries.

The analyst will perform fundamental, financial and technical research, provide investment ideas for the portfolios, and contribute to the portfolios’ investment performance. The analyst will be part of an investment team responsible for two income portfolios consisting of preferred shares/bank capital and equity options. The individual will be responsible for data collection (comparables), idea generation, portfolio trading, and attribution assessment.

**Primary responsibilities**
- Maintain a high level of knowledge of the North American options market.
- Maintain a high level of knowledge of the Canadian and U.S. preferred share universe.
- Maintain a high level of knowledge of the Canadian LRCN and hybrid markets.
- Portfolio trading.
- Leverage various information sources including, company management, competitors, suppliers and customers, industry specialists, and external and sell-side research to develop a thorough understanding and to formulate a thesis on potential investments.
- Clearly articulate thesis to the portfolio manager.
- Assist marketing and sales teams with input into presentations, commentaries and specific queries.

**Requirements**:
1. Knowledge:

- 2-3 years of relevant experience in financial markets
- Research experience and knowledge of the Canadian preferred and options market
- Undergraduate degree in business, finance or economics
- Master’s degree in business, economics or finance would be an asset
- Completion of the CFA program would be an asset
- Knowledge of Bloomberg Query Language (BQL)
- Passionate about financial markets and the investment industry

2. Skills:

- Highly motivated and goal-oriented
- Strong initiative and accountability, able to work independently
- Excellent analytical and interpretive skills
- Critical thinker
- Excellent organizational skills, strong attention to detail and risk
- Excellent interpersonal and communication skills, including presentation skills
- Able to maintain effectiveness, accuracy and performance in a fast-paced and demanding environment with multiple concurrent priorities
- Strong technical and problem-solving skills

Pay: From $60,000.00 per year

**Benefits**:

- Company events
- Company pension
- Dental care
- Disability insurance
- Life insurance
- Paid time off
- RRSP match
- Vision care

Schedule:

- Monday to Friday

**Education**:

- Bachelor's Degree (required)

**Location**:

- Montréal, QC H3B 3P2 (preferred)

Work Location: In person

Application deadline: 2024-11-15


  • Research Analyst

    3 weeks ago


    Montréal, QC, Canada Cushman & Wakefield Full time

    **Job Title** Research Analyst **Job Description Summary** The Analyst reports to the Regional Manager. The Analyst is responsible for supporting the development of local research output and thought leadership. Specifically, this position provides support for gathering and analyzing local market data and interpreting this information to identify trends in...

  • Research Analyst

    2 weeks ago


    Montréal, QC, Canada Elsevier Full time

    Research Analyst (Remote) About our Team As a leading international provider of high-quality bibliometric and research evaluation services, the Analytical and Data Services (ADS) team helps position Elsevier as a trusted partner of the leading institutions, funders, and governments it serves. About the role As a research analyst, you will act as a...

  • Analyst, Pay Equity

    6 months ago


    Montréal, Canada KPMG Full time

    Overview: At KPMG, you’ll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. The Opportunity KPMG in Canada’s team of experienced professionals help organizations understand their legal and compliance obligations as it relates to Pay Equity...

  • Research Associate

    5 months ago


    Montréal, Canada Scotiabank Full time

    Requisition ID: 181584 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Research Associate - Portfolio Strategy & Quantitative Analysis** **About the Team**: At Scotiabank, research is a key driver of our Global Equity platform. We specialize in the Canadian market, and we also supply international...

  • Analyst

    1 month ago


    Montréal, QC, Canada Desjardins Full time

    Temporary position for 12 months. As a legal and regulatory compliance analyst, you help design, institute and coordinate the compliance framework and enforce related rules. You help ensure that oversight measures such as officer and employee behaviours comply with the organization’s standards (including those related to money laundering). You analyze...


  • Montréal, QC, Canada C.G.I. Full time

    As an Equity and Derivative Risk Engine Support Analyst, you'll play a pivotal role in ensuring the smooth and efficient operation of our critical risk management systems. You'll provide technical and functional support to our trading and risk analysis teams, enabling them to effectively manage their day-to-day risk exposure. **Key Responsibilities**: -...


  • Montréal, QC, Canada Confluence Technologies Full time

    **Description**: **Location** *** **Why Confluence?** Over the past several years we have undergone a great deal of positive change and growth to become the company we are today. Our global footprint now spans multiple countries, giving our employees the opportunity to get exposure to other countries and cultures. And it stands to reason that none of this...

  • Jarislowsky Fraser

    1 month ago


    Montréal, QC, Canada Jarislowsky Fraser Full time

    Requisition ID: 208744 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Start Date: Summer 2025 Application Deadline: 10/18/2024 Jarislowsky, Fraser Limited is an investment management firm with over 60 years of experience conducting fundamental research and managing assets for pension funds,...


  • Montréal, Canada Translational Research in Oncology Full time

    If you are an experienced CRA who is passionate about oncology research and looking to join a highly skilled and knowledgeable team, TRIO is the place for you! Translational Research in Oncology (TRIO) is a global academic clinical research organization dedicated to advancing translational cancer research in the clinical trial setting. Our passionate team...

  • Intelligence Analyst

    6 months ago


    Montréal, Canada National Research Council Canada Full time

    Great Minds. One Goal. Canada's Success. Help bring research to life and drive your career forward with the National Research Council of Canada (NRC), Canada's largest research and technology organization. Working for the Intelligence and Analytics (I&A) team in NRC’s Library and Information Management Services (NRC-LIMS), the incumbent of this position...

  • Advisor, Equity

    2 months ago


    Montréal, QC, Canada Concordia University Full time

    **Position Number**:50013287 / C5625 **Department**:Equity Office **Grade**:GR12 **Campus**:Sir George Williams (Downtown) **Salary**:$82,703.44 - $98,788.97 per annum **Union/Association/HR Policy**:CUPEU **Posting deadline**:October 11, 2024 Recognized as Canada’s top university under the age of 50, and one of Montreal’s top Employers, Concordia...

  • Income Analyst

    2 months ago


    Montréal, QC, Canada Scotiabank Full time

    Requisition ID: 206599 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role** Contributes to the overall success of the Income department of Scotia Dealer Advantage in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business...

  • Business Analyst

    1 month ago


    Montréal, QC, Canada C.G.I. Full time

    **Key Responsibilities**: - ** Business Analysis**: Conduct in-depth analysis of fixed income and equities securities processing domains, identifying and articulating complex business requirements, functions, and processes. - ** Solution Design**: Drive the development of innovative, cost-effective technical and non-technical solutions, considering...


  • Montréal, QC, Canada Desjardins Full time

    As a data analyst, you collect, process, analyze and use data that comes through different channels. You extract, describe, analyze and interpret the data needed to make informed business decisions. You provide guidance and support to clients for analytics solution mandates that involve using data and designing reports adapted to business needs. You use your...


  • Montréal, QC, Canada Desjardins Full time

    As a data analyst, you collect, process, analyze and use data that comes through different channels. You extract, describe, analyze and interpret the data needed to make informed business decisions. You provide guidance and support to clients for analytics solution mandates that involve using data and designing reports adapted to business needs. You use your...


  • Montréal, QC, Canada Desjardins Full time

    Temporary position for 12 months - As a data analyst, you collect, process, analyze and use data that comes through different channels. You extract, describe, analyze and interpret the data needed to make informed business decisions. You provide guidance and support to clients for analytics solution mandates that involve using data and designing reports...


  • Montréal, QC, Canada Desjardins Full time

    As a data analyst, you collect, process, analyze and use data that comes through different channels. You extract, describe, analyze and interpret the data needed to make informed business decisions. You provide guidance and support to clients for analytics solution mandates that involve using data and designing reports adapted to business needs. You use your...


  • Montréal, Canada Scotiabank Full time

    Requisition ID: 180303 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Analyst, Investment Banking - Montreal, QC** **Why work for Scotiabank?** Scotiabank is a leading bank in the Americas. We are powered by our 97,000 high-performing teammates who are making a real difference around the world as...


  • Montréal, QC, Canada Robertson and Company Full time

    Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking. Introduction: Robertson is seeking a skilled Bilingual Finance Analyst to join our client. Contract...

  • Analyste de Recherche

    3 months ago


    Montréal, QC, Canada JLL Full time

    JLL supports the Whole You, personally and professionally. JLL est actuellement à la recherche d'un Analyste de recherche pour rejoindre notre équipe à Montréal. Dans ce rôle, vous jouerez un rôle essentiel dans le soutien de notre équipe locale tout en contribuant au succès global de notre équipe nationale de recherche. CE QUE VOUS FEREZ Collecter...