Senior Portfolio Analyst, Asset Management

Is this role right for you?

Maintain a core coverage of equities, framed within a top-down macro and factor context, used to generate trade and investment ideas:

• Perform complex financial modelling, valuation and quantitative analysis

• Write industry and company reports that tie bottom-up fundamentals to the prevailing macro and rate backdrop, using a combination of sell-side research, third party data and financial filings

• Explore alternative and systematic data sources, incorporating them into quarterly models to enhance earnings predictions and signal generation

• Build and maintain the datasets and screening tools necessary for company coverage.

• Stay on top of all research, macro developments, news & sell side commentary related to your coverage and generate ideas for daily trading calls

• Build relationships with sell side analysts and specialist sales related to your coverage

• Ramp up from sectoral coverage toward building the skillset and responsibilities of a sector or macro PM, blending fundamental, macro and quantitative perspectives

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:

• Applicants must have a minimum 2 years’ of DIRECT EXPERIENCE in generating and consuming buy/sell side research and investment recommendations

• Must have an in-depth knowledge of public equities markets and the macro and cross-asset drivers that move them

• Must have extremely strong Excel and financial modeling skills; proficiency in Python (or a similar language) for data analysis is a strong asset

• Must have practical experience in analyzing, modelling, forecasting, ideally complemented by statistical or factor-based techniques

• Must have strong attention to detail and the ability to multi-task

• Must enjoy working in fast-paced and often intense environment

• Must have a track record of completing tasks on time and with high quality

• Minimum bachelor’s degree required – Finance, Math, Statistics, Engineering, Computer Science or Science background preferred, Graduate degree and/or CFA charter would be an asset

• Experience with Bloomberg and statistical or quantitative analysis tools an asset

• Excellent written and verbal communication skills

• Extremely strong analytical and problem-solving skills