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Senior Portfolio Analyst, Technology Specialization
2 months ago
We are seeking a highly skilled Senior Portfolio Analyst to join our Investment Team at Scotiabank. As a key member of our team, you will be responsible for providing sector coverage on Technology, Media, and Telecom companies.
About the Role
The Senior Portfolio Analyst will be responsible for:
- Providing in-depth analysis of Technology, Media, and Telecom companies;
- Developing and maintaining complex financial models to evaluate current and future financial performance;
- Evaluating annual reports and other regulatory filings to identify key trends and insights;
- Organizing and analyzing collected information to write succinct research briefs for the investment team;
- Collecting and analyzing industry, company, and economic information to draft reports and make investment recommendations;
- Generating a reasonable thesis for each investment position;
- Providing ongoing coverage of relevant events to the investment team;
- Reading and summarizing research reports to make presentations and written reports;
- Developing expertise on securities under their responsibility and supporting other Analysts/PMs as necessary;
- Maintaining current financial models on each company and updating the investment team with material information;
- Meeting with company management regularly and attending industry seminars to consolidate and report back relevant information;
- Actively participating in Analyst-focused activities across Scotiabank;
- Collaborating with investment teams and contributing to sector-based discussions.
Requirements
The successful Senior Portfolio Analyst will possess the following skills and experience:
- University Degree preferably with a major in Economics, Finance, Business, Computer Science/Engineering or related field;
- 5+ years buy or sell-side securities analysis experience;
- Prior experience in analyzing Technology, Media and Telecom sectors;
- Actively enrolled in the CFA program; CFA Charter Holder preferred;
- Strong financial modelling skills, able to create complex models with minimal assistance and supervision;
- Experience & knowledge of investment systems and software (e.g. Bloomberg, advanced Excel etc.);
- Excellent verbal and written communication skills;
- Ability to analyze and interpret research and make investment recommendations;
- Demonstrated passion for investing;
- Experience working within a team environment, and able to collaborate well across the team;
- Ability to work in a very fast-paced environment;
- Ability to cope with stress and multiple tasks;
- Ability to make decisions quickly and accurately;
- Employment location is in either Montreal or Toronto with preference in Montreal;
- French and English communications skills are required for Montreal Candidates.
