Global Equity Trader/Research Analyst
Found in: Talent CA C2 - 1 week ago
Reporting to Darrin Erickson, Portfolio Manager, the Global Equity Trader/Research Analyst is responsible for the following:
Responsibilities
- Trade execution and settlement (25%)
- Primary responsibility for trade execution including equity (long/short), ETF (short), options (put/call), and FX trades through Bloomberg.
- Monitor complete trade lifecycle to ensure timely trade settlement; facilitated by ongoing communication within broker/dealer network, custodian (Global Equity and Income Pool trades) and prime broker (Special Opportunities Pool trades).
- Fund administration (15%)
- Manually input daily Global Equity, Income, Sustainability Leaders, Special Opportunities Pool equity, option and currency positions within an internal Excel-based portfolio management model.
- Reflect daily cash positions (factoring in pending transactions).
- Analysis and reporting of quarterly earnings (15%)
- Generate quarterly earnings summaries and financial model output for Global Equity, Income Pool, and Sustainability Leaders holdings.
- Produce written summaries based on company-specific performance, illustrating key performance drivers and determine whether action is required based on the reported results (i.e., buy, sell or hold recommendation).
- Pool presentation & marketing material content creation (20%)
- Support content creation for quarterly newsletters, buy/sell notifications, update videos and Investment Committee presentations.
- Generate slide deck content based on pool-level and security-level data.
- Update recurring marketing materials in a timely manner.
- Provide the Marketing Department with company-specific information as requested.
- Other ad hoc requests.
- Research and analysis of equity securities and industries (25%)
- Provide daily pool holding oversight within the Global Equity, Income and Special Opportunities Pool.
- Actively monitor company fundamentals, sector and broad market news flow along with technical indicators.
- Generate equity (long/short) and ETF (short) investment ideas using fundamental research.
- Fundamental research is executed via internal research (including financial statement analysis) in conjunction with examination of sell-side coverage.
- Track economic fundamentals across investable countries.
- Produce written reports as requested.
- Formulate reports on pool holdings, prospective investments, and or investment-related macro-economic events.
Qualifications
Education & Experience
- Undergraduate degree in a related field (Finance, Economics, Accounting, etc.).
- CFA designation or enrolled in the CFA program.
- Investment industry experience preferred but not required.
Technical Knowledge
- Strong understanding of fundamental equity analysis and valuation.
- Proficiency in Microsoft Excel required, proficiency in PowerPoint, Word, and Teams preferred.
- Working knowledge of Bloomberg and S&P Capital IQ functionality preferred.
- Programming skills (i.e. Python, VBA) preferred.
Skills & Abilities
- Sound analytical, problem solving and decision-making skills.
- Strong collaboration skills combined with the ability to work independently.
- A proactive and resourceful approach to work is required.
- Ability to communicate clearly and concisely (verbally and written).
- Ability to work under pressure and in a fast-paced environment.
Excellent interpersonal skills and an entrepreneurial spirit.
Additional Information
Comprehensive health, dental and vision benefits
Health & Wellness Spending Account
4% Matching RRSP allocation
Great workplace culture
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