Investment and financing advisor serving Desjardins members with tailored investment, financing, and insurance solutions. Supporting financial health through relationship management and quality service.
About the role
- Investment Analyst researching global industries and valuing public companies for Canada’s independent investment manager. Producing recommendations, models, due diligence, and portfolio insights.
Responsibilities
- 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 policies
- Participate actively 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 (asset/optional)
- 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 desire to learn
- Entrepreneurial, self-motivated and independent mindset
- Excellent research skills and resourcefulness
- High level of judgment and ability to critically and independently analyze large amounts of information
- Strong work ethic, discipline, and consistency
- 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
- Ability to communicate with business leaders from various countries
Benefits
- Competitive base salary, plus annual bonus
- Employer contribution to a deferred profit-sharing plan (DPSP)
- Hybrid model (office work 3 days / week)
- Medical, dental and life insurance
- Short- and long-term disability insurance plans as of day one
- Professional development opportunities, such as support for CFA designation
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