- Develop in-depth knowledge of one or more industries and publicly traded companies - Provide investment recommendations for securities within industry coverage - Maintain up-to-date investment theses and financial models on portfolio companies - Recommend changes to portfolio composition when appropriate - Meet regularly with management of publicly traded companies - Visit company operations and perform required due diligence - Develop a pipeline of potential investment opportunities - Assist Client Servicing / Business Development with client queries, data collection, presentations, promotional material, and communications - Review proxies and determine voting in accordance with firm proxy voting policies - Actively participate in investment team meetings - Contribute to teamwide investment decisions and portfolio recommendations Requirements - Bachelor’s degree - MBA or M. Sc. in finances or other pertinent area - Excellent academic results - Between 2 and 5 years of professional experience - CFA charterholder (an asset) - Professional experience or interest in the information technology, financial services, healthcare, or energy industries (an asset) - Experience in other industries is also considered - Passion for investing and interest in financial markets - Strong curiosity and a desire to learn about the world around us - Entrepreneurial, self-motivated and independent mindset,
capable of working at times with minimal supervision - Excellent research skills and resourcefulness in acquiring information - High level of judgment and ability to critically and independently analyze large amounts of information - Strong work ethic, discipline, and consistency in applying investment principles - Technical knowledge required to analyze companies and investment opportunities - Meticulous attention to detail and excellent analytical skills - Ability to excel as part of a team - Excellent oral and written communication and presentation skills - Knowledge of English required; multilingualism, including French/English and/or other languages, is an asset Core Competencies Demonstrates strong analytical skills and technical knowledge to evaluate investment opportunities and maintain financial models. Exhibits excellent communication abilities for client interactions and team collaboration in investment decision-making. Highest-signal resume keywords - CFA Charterholder - Financial Analysis - Investment RecommendationsResearch Skills - Portfolio Management Hard Skills - Financial Modeling - Investment Analysis - Due Diligence - Data Collection - Proxies Review - Analytical Skills - Technical Knowledge - Investment Theses Development - Portfolio Composition Changes - Client Presentations Soft Skills - Robust Work Ethic - Self-Motivated - Curiosity - Team Collaboration - Excellent Communication Certifications & Qualifications - Bachelor's Degree - MBA - M. Sc. in Finances Industry Keywords - Financial Services - Healthcare - Energy - Information Technology - Publicly Traded Companies - Investment Principles - Investment Opportunities - Client Servicing - Business Development - Multilingualism