Senior Investment Analyst

3 days ago


Québec, Quebec, Canada IA Financial Group Full time

About the Role

We are seeking a highly skilled Senior Investment Analyst to join our team at IA Financial Group. As a Senior Investment Analyst, you will be responsible for analyzing and monitoring North American public companies and providing investment recommendations to our portfolio managers.

Key Responsibilities

  • Act as a leader in covering industries belonging to various North American bond benchmark indexes (FTSE, BBG)
  • Carry out fundamental analyses of North American public companies and provide investment recommendations to portfolio managers
  • Integrate ESG criteria into fundamental analysis and investment decision-making processes
  • Design and validate companies' financial measures, analyze their financial statements, and estimate credit risk
  • Provide your assessment of the fundamentals of issuers under your responsibility and ensure that they are monitored (quarterly results, credit events, etc.)
  • Monitor the credit spreads of public corporate bonds and analyze various relationships to help outperform Canadian and US market benchmark indexes
  • Meet and discuss with managers from issuing companies and their representatives
  • Attend conferences, seminars, and other events in North America to stay up-to-date on industry trends
  • Analyze market trends and their impacts on the various industries and issuers in our portfolios
  • Provide recommendations on value-added credit strategies to meet clients' needs and exceed benchmarks
  • Develop and maintain a network of securities brokers, external analysts, credit agencies, and other capital market stakeholders
  • Work with a multidisciplinary team of investment, actuarial, accounting, compliance, and risk monitoring professionals to validate strategies awaiting implementation

About You

We are looking for a highly skilled and experienced Senior Investment Analyst with a strong background in finance and a proven track record of success in a similar role. You will have a Bachelor's degree in finance, accounting, or a related field and advanced knowledge of fundamental analysis. You will also have excellent analytical and problem-solving skills, as well as excellent communication skills and the ability to collaborate with colleagues and other teams.

Desired Qualifications

  • 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 ability to collaborate with colleagues and other teams
  • Excellent command of French and English (oral and written)
  • Proficiency in Office Suite

Preferred Qualifications

  • 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


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