Portfolio Analyst

Requisition ID: 216629

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

1832 Asset Management L.P. is one of Canada’s largest asset managers, and offers a comprehensive range of solutions through Dynamic Funds and ScotiaFunds, spanning every major sector, geographic region and investment discipline. The firm and its predecessor companies have been providing asset management services in Canada since 1877, as a manager of mutual funds and providing investment solutions for private clients, institutions, foundations, endowments and managed asset programs.

Today, the firm has over $200 billion in assets under management, and its experienced investment management team is active across capital markets and asset classes, deploying traditional and innovative strategies driven to deliver investment management excellence for our clients across our domestic and international businesses.

1832 Asset Management L.P. is a limited partnership, the general partner of which is wholly owned by Scotiabank.

As a Member Of One Of Our Growth Teams At 1832 Asset Management L.P., You, The Portfolio Analyst, Will Have The Opportunity To

• Partner with an award winning Growth Portfolio Manager for the gathering, consolidating and interpreting of information and data required for buy, hold and sell decisions;
• Research selected industries, companies and securities, preparing and submitting written and oral reports;
• Interview management of companies being analyzed; and
• Keep current on significant political and economic trends impacting assigned industries, organizations and particular sectors
  
  

Is this role right for you? In this role you will:

Analyze financial information to determine present and future financial performance;

• Evaluate annual reports and other regulatory filings;
• Organize the information collected into an easily accessible format and write succinct research reports for use by the Portfolio Manager in stock selection;
• Collect industry, company and economic information from a variety of sources including the Web, institutional research, corporate reports, general and industry publications, management interviews, etc. in order to draft reports and make investment recommendations;
• Continually updated and improve valuation spreadsheets;
• Read and summarize research reports for the purpose of making oral presentations and written reports;
• Monitor key reporting date e.g. economic, corporate earnings and corporate announcements, as well as listening to company and industry conference calls;
• Document and report on relevant news to the Portfolio Manager;
• Support the Portfolio Manager with Back-up Administration duties as needed.
  
  

Skills

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

• Minimum of 3-5 years related analytical experience required;
• Undergraduate Finance degree or MBA;
• CFA Charterholder or active enrollment in the CFA program preferred.
• Excellent mathematical abilities, interpretative and analytical skills – knowledge of accounting an asset;
• Ability to speak a second language is strongly an asset.
• Experience and knowledge of investment systems (i.e. CPMS, Thomson One Equity, Bloomberg) a definite asset;
• Ability to analyze and interpret research and make investment recommendations.
• Experience working in a team environment.
• Proven ability to cope with stress and multiple tasks.
• Ability to make decisions quickly and accurately.
• Strong oral and written communication skills.
• A creative, self-starter able to work with a minimum of supervision.
• Ability to manage multiple projects simultaneously.
• Excellent organizational skills with a positive, results oriented attitude;
• Strong quantitative abilities, including advanced knowledge of Excel and other financial software packages, as required.
  
  

Location(s): Canada : Ontario : Toronto

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.