Analyst, Investment

7 months ago

Toronto, Canada Canaccord Genuity Corp. Full time

Analyst, Investment & Advisory Solutions

Toronto, ON

Summary:
Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to building lasting client relationships - we achieve this by generating value for our individual, institutional, and corporate clients through comprehensive investment solutions, brokerage, and investment banking services. We are the leading independent wealth management firm in Canada, and the leading mid-market provider of investment banking advisory, equity research, sales and trading services for corporations and institutions.

We pride ourselves on understanding our clients’ needs and finding innovative, tailored solutions. Our entrepreneurial and friendly team will challenge you to learn and grow every day. We value great work and collaboration and strive to eliminate bureaucratic thinking. We’re looking for talented people who thrive in a fast-paced environment and want to have an impact with innovative ideas and best practices.

We are looking for an Analyst to join our Investment & Advisory Solutions team, based in Toronto. This person will be responsible for performing analysis of research reports and developing investment strategies using multi-disciplinary approaches. This role is based in our Toronto office and reports to the Managing Director, Wealth Management & Branch Manager.

**Responsibilities**:

- Perform analysis of in-house equity research and external research daily;
- Investigate and develop investment strategies using multi-disciplinary approaches (quantitative, technical, fundamentals);
- Attend Equity Research conference calls for exposure and take minutes when appropriate;
- Attend Company marketing meetings and produce commentary;
- Create company specific and industry overviews daily;
- Responsible for creating Canaccord’s morning research report highlighting investment strategies, stock analysis, and global market update;
- Conduct regular administrative duties for team’s portfolios (update decks, positionings, etc.);
- Coordinate, communicate, and work closely with senior individuals across various groups;
- Update portfolio holdings across different platforms.

Skills & Qualifications:

- Completion of a university degree in a business related discipline;
- Solid understanding of the Capital Markets and various asset classes; deep knowledge of investment products across the equities and fixed-income landscape;
- Direct experience with and a solid understanding of financial modeling and valuation analysis;
- Market knowledge with portfolio management experience an asset, but not required;
- Superior Excel, Word, PowerPoint and Bloomberg skills;
- Strong written communication skills;
- Ability to summarize research reports and identify key ideas in the overall investment thesis;
- Highly motivated with the ability to work effectively, independently and as part of a team;
- Strong verbal communication skills and comfort engaging all levels of firm management;
- Excellent prioritization and organizational skills, with the ability to multi-task and work effectively under pressure;
- Attention to detail a must-have;
- Problem solving and sound judgment skills with the ability to exercise tact and discretion are essential.
- #LI-MM_

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