Investment Analyst – Fixed Income and Alternative Assets
Empire Life is looking to hire an Investment Analyst to join our Fixed Income team! We are actively seeking candidates to fill a current, open position.
The Investment Analyst - Fixed Income and Alternative Assets provides assistance to the Fixed Income Team in the active management of fixed income portfolios across various institutional and retail mandates.
The Fixed Income
Team invests in a variety of asset classes including public bonds, private debt placements, commercial mortgages, preferred shares, money market instruments and external alternative funds. The incumbent is guided by defined goals and objectives and works under the supervision of a senior fixed income team member.
Why pursue this opportunity
Play an integral role - this is an opportunity that allows for you to grow your skills, while directly contributing to the business unit you are a part of.
Have your voice heard - with a fresh perspective, we welcome those that can highlight opportunities for improvement. We encourage creative and innovative thinking and welcome candidates who are not afraid to challenge the status quo.
Hone your skills - this is an opportunity that allows for you to grow your technical, and functional skills.
What you’ll be working on
Collect and analyze industry, company and economic information from a variety of sources including websites, institutional research, corporate reports, investor presentations, industry publications, and credit agency publications
Assist in the asset selection process through analysis of individual investment opportunities and how they will contribute to the overall portfolio performance
Assist in the preparation of investment recommendations and memos to be distributed internally
Coordinate financial settlements with the Investment Administration team
Assist in the management of fixed income assets including public bonds, private debt placements, commercial mortgages, preferred shares and money market instruments as well as external alternative funds
Monitor individual holdings’ compliance with loan covenants as well as their internal credit ratings through periodic reviews of Issuer financial performance and covenant compliance
Assist in the construction and maintenance of screens using software such as Bloomberg to filter database of companies to identify potential investment ideas
Organize all available information and data effectively in order to build and maintain spreadsheet models for both valuation and monitoring purposes
Maintain statistics on the portfolio regarding exposures, company information and valuation parameters
Assist in the preparation of reports on portfolio investment performance
Actively participate in and contribute to Investment team strategic meetings
Other ad hoc duties as may arise
What we’re looking for you to have
1-3 years of experience in the analysis of fixed income instruments such as public bonds, private debt placements, and commercial mortgages as well as alternative funds, gained in commercial, corporate, or investment banking, a life insurance company, debt capital markets dealers, or an investment manager
Strong knowledge of credit principles and capital markets coupled with strong intellectual curiosity
Ability to present complex concepts in a transparent and precise manner
Completion of a university degree with courses in finance, economics, mathematics, statistics, quantitative methods
CFA or working toward designation
Well-developed mathematical skills
High proficiency in Excel including VBA, Word and PowerPoint, programming experience in Python is desirable
Experience with Bloomberg is desirable
Strong research and financial modelling skills
Clear written and verbal communication skills
Ability to operate effectively under sometimes tight timelines and competing priorities
If you are applying for a position which is open to applicants across Canada, unless otherwise indicated in the position, language proficiency in English is required for communicating with customers, advisors, or employees across Canada.
Our hiring process includes AI screening for keywords and minimum qualifications. Recruiters review all results.
Beyond the salary For regular full-time positions, Empire Life offers a comprehensive total rewards package that includes:
Competitive salaries with annual pay increases
Annual bonus program, which recognizes both strong company performance and individual contributions, for non sales positions A comprehensive employer-funded benefits package starting from day one of employment, that includes life insurance, disability, health and dental and a generous health account
Flexible work arrangements and an annual allotment of personal health days.
Four weeks annual vacation from hire date A defined contribution pension plan with generous employer matching
Top up programs for parental leave and compassionate leave
Employer-sponsored wellness and recognition programs A cash employee referral program To learn more about working at Empire Life, visit https://www.empire.ca/workatempire.
Get to know us
Empire life is proud to be an equal opportunity employer. We celebrate diversity, are committed to creating an inclusive workplace, and welcome everyone to participate in our application process.
We encourage those of all backgrounds and experiences to apply, even if you don't believe you meet each unique qualification outlined. Applicants will receive equal consideration without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, or age.
Empire Life welcomes applications from people with disabilities and disabled people. Accommodations are available upon request for candidates taking part in all aspects of the screening and selection process. If you need this job posting in an alternative format or have any accessibility questions, please contact
[email protected] .
📌 Investment Analyst - Fixed Income and Alternative Assets (Toronto)
🏢 Empire Life
📍 Toronto