Equities Portfolio Strategist

2 weeks ago

Montreal, Quebec, Canada Intact Financial Corporation Full time

At Intact Financial Corporation, we're committed to helping people, businesses, and society prosper in good times and be resilient in bad times. Our employees are at the heart of what we do best, and we're seeking a bright and forward-thinking individual to join our Equities team as an Equities Portfolio Strategist.



We're a subsidiary of Intact Financial Corporation, with a subsidiary managing $40 billion in assets from our Montreal office. Our team specializes in the active management of equity and fixed-income security portfolios for our parent company, Intact, and for institutional investors. We're a growing company that continuously improves its investment capabilities and the development of new investment strategies.



As an Equities Portfolio Strategist, you'll work closely with our management team to enhance our portfolio management strategies. You'll be part of a fast-developing team with expertise across the Canadian, U.S., and European markets. Our management style is growth at a reasonable price, and our portfolio managers will provide you with the guidance you need to succeed.



Your primary responsibility will be to develop and maintain new investment strategies, ensuring they align with our team's investment style. You'll also be responsible for generating investment ideas, combining fundamental analysis of securities and frequent meetings with executives from the companies covered. You may also be asked to manage a sector-based equity portfolio.



We're looking for an individual with a master's degree in finance or a related field, preferably with the CFA designation. Advanced knowledge of Excel and programming skills with VBA and/or Python are highly desirable. You should be comfortable navigating and consulting programs such as Bloomberg, Capital IQ, and/or ClariFI. Your strong problem-solving and decision-making skills will be essential in this role.



Our parent company, Intact Financial Corporation, has over 30,000 employees in offices across Canada, the United States, and the U.K. We're recognized as one of Canada's Top Employers and an Aon Best Employer – Canada (Platinum Level) for three years running. We believe that insurance is not about things; it's about people. We take a similar approach to investments, never compromising on our values of integrity and respect.



We offer a competitive salary of $80,000 - $120,000 per year, depending on experience, plus a comprehensive benefits package, including a generous pension plan, flexible work arrangements, and access to virtual healthcare. You'll also have the opportunity to purchase up to 5 extra days off per year and enjoy an annual wellness account that promotes an active and healthy lifestyle.



We're an inclusive employer, committed to diversity and respect. If you're passionate about investments and looking for a challenging role that will allow you to grow and develop your skills, we'd love to hear from you.



Please submit your cover letter and résumé, combined in a single document, for consideration. We look forward to hearing from you



**What We Offer:**




  • A competitive salary of $80,000 - $120,000 per year
  • A comprehensive benefits package, including a generous pension plan
  • Flexible work arrangements
  • Access to virtual healthcare
  • Opportunity to purchase up to 5 extra days off per year
  • Annual wellness account
  • Inclusive employee-led networks
  • Dynamic workplace learning ecosystem
  • Community Impact program


**Location:** Montreal, Quebec, Canada



**Job Type:** Full-time



**Experience:** 1-4 years



**Education:** Master's degree in finance or related field



**Certifications:** CFA designation (desired)



**Skills:** Advanced Excel, VBA, Python, Bloomberg, Capital IQ, ClariFI



**Work Environment:** Fast-paced, dynamic, and collaborative team environment



**About Us:** Intact Financial Corporation is a leading provider of property and casualty insurance and specialty insurance in North America. We're committed to helping people, businesses, and society prosper in good times and be resilient in bad times.



**Why Work with Us:**




  • Competitive salary and comprehensive benefits package
  • Opportunities for growth and development
  • Inclusive and dynamic workplace culture
  • Chance to make a meaningful impact in the financial industry


**How to Apply:** Please submit your cover letter and résumé, combined in a single document, for consideration. We look forward to hearing from you

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