Investment Portfolio Strategist

2 weeks ago


Old Toronto, Canada Addenda Capital inc. Full time
About Addenda Capital Inc.

Addenda Capital Inc. is a private investment management firm that prioritizes sustainability in wealth creation. Our organization fosters a collaborative environment where integrity, teamwork, and diversity are valued.

We incorporate Environmental, Social, and Governance (ESG) factors into our investment and stewardship activities to enhance client performance and promote sustainable development.

Opportunity Overview

You will work under the Vice-Presidents of Canadian Equities, assisting with research and portfolio construction for the Canadian Equity team. Your responsibilities will include coverage and stock selection within your assigned universe, which currently focuses on the Insurance sector.

You will also provide portfolio analytics, support marketing efforts, client servicing, and corporate functions for Canadian Equity mandates as required.

Key Responsibilities:
  • Collaborate with the Canadian Equity team to manage strategies for clients;
  • Assume responsibility for industry analysis, detailed company financial modeling, ESG analysis, and management meetings for your coverage universe;
  • Select stocks within your assigned universe;
  • Participate in weekly Canadian Equity meetings and quarterly forecast and strategy sessions;
  • Contribute written and verbal commentary on your coverage universe for internal and external use;
  • Support various reporting requirements for clients;
  • Liaise with internal partners regarding Canadian Equity portfolios;
  • Represent the Canadian Equity team effectively in various capacities when interacting with clients and the investment community.
Requirements:
  • University degree;
  • 3 to 7 years of experience in Canadian Equity research, stock selection, and portfolio construction;
  • Prior experience covering Insurance companies is an asset;
  • Familiarity with financial information systems such as Bloomberg and Excel.
Skills and Qualifications:
  • A disciplined analytical approach to problem-solving;
  • The ability to quickly analyze and interpret large volumes of information;
  • Strong organizational skills to prioritize and accomplish multiple tasks;
  • Capacity to excel in a collaborative team-oriented environment;
  • Demonstrated initiative, leadership, and resourcefulness;
  • Excellent oral and written communication skills.

Estimated Salary: $80,000 - $120,000 annually based on industry standards and location considerations.



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