Assistant Portfolio Manager, Canadian Equities
Description
Who we Are
Addenda Capital is a privately-owned investment management firm that favours a sustainable approach to wealth creation. The company offers a stimulating, positive and open-minded environment where integrity, collaboration and diversity are valued. Addenda integrates ESG (Environmental, Social and Governance) factors into most of its investment and stewardship activities to enhance its clients’ long-term performance and to promote sustainable development for society.
What is the Opportunity
Reporting to the Vice-Presidents, Canadian Equities, you will assist in research and portfolio construction for the Canadian Equity team. You will be responsible for coverage and stock selection within your coverage universe, which will start with the Insurance sector. You will also provide portfolio analytics, support for marketing, client servicing, and corporate functions for Canadian Equity mandates, as required.
What you will do
- Work within a team environment to manage Canadian Equity strategies for clients;
- Assume responsibility for research coverage of your coverage universe, including industry analysis, detailed company financial modeling, ESG analysis, management meetings;
- Be responsible for stock selection within your coverage universe;
- Participate in weekly Canadian Equity meetings, and quarterly forecast and strategy meetings;
- Provide written and verbal commentary on your coverage universe for internal and external use;
- Contribute to various reporting requirements for clients;
- Collaborate with internal partners as it relates to Canadian Equity portfolios;
- Represent Addenda’s Canadian Equity team appropriately in various functions when liaising with clients and the investment community (e.g. CFA Institute, Investment Dealers).
What you will need to succeed
Experience and Knowledge
- University degree;
- CFA designation;
- 3 to 7 years of experience in Canadian Equity research, stock selection and portfolio construction;
- Strong financial modelling skills;
- Prior coverage of Insurance companies is an asset;
- Knowledge of financial information systems and sources such as Bloomberg and Excel.
Skills and Abilities
- Disciplined, analytical approach to problem solving;
- Ability to quickly analyze and interpret a high volume of information;
- Ability to organize, prioritize and accomplish multiple tasks;
- Capacity to excel in a collaborative, team-oriented work environment;
- A demonstrated high degree of initiative, leadership and resourcefulness;
- Strong oral and written communication skills.
We thank you for your interest. Only successful candidates will be contacted.
Do you have a genuine interest in this position and meet most of the requirements? Apply now! We value differences and discussions by creating and maintaining an inclusive, equitable and accessible work environment that fosters collaboration. Let us know what makes you unique and how you will make a difference in the Addenda Capital team.