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 Meet regularly with management of publicly traded companies 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 Bachelor’s degree MBA or M. Sc. in finances or other pertinent area Excellent academic results CFA charterholder (an asset) Professional experience or interest in the information technology, financial services, healthcare, or energy industries (an asset) Entrepreneurial, self-motivated and independent mindset,
capable of working at times with minimal supervision Strong work ethic, discipline, and consistency in applying investment principles Technical knowledge required to analyze companies and investment opportunities Knowledge of English required; multilingualism, including French/English and/or other languages, is an asset Demonstrates robust 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.
CFA Charterholder Financial Analysis Investment RecommendationsResearch Skills Investment Analysis Data Collection Technical Knowledge Investment Theses Development Bachelor's Degree MBA Sc. in Finances Financial Services Investment Principles Investment Opportunities