Investment analyst

Société Financière Manuvie; Toronto; On-site; CAD 50,000 - 70,000; Full time

Job summary

A financial services firm in Toronto is seeking an Investment Analyst to support the fixed income portfolio team and manage various analytical tasks. Responsibilities include conducting financial modeling, preparing reports, and identifying investment opportunities. The ideal candidate will have a Bachelor's degree and strong analytical skills, with a preference for those pursuing CFA or MBA. This role offers a flexible and inclusive environment for career growth.

Qualifications

• 0-2 years of experience in investment analysis.
• Planning to pursue or currently pursuing CFA or MBA.
• Strong analytical skills with attention to detail.

Responsibilities

• Support senior analysts in managing fixed income portfolios.
• Write annual reviews and perform financial modeling.
• Research markets for new investment opportunities.

Skills

Quantitative analysis

Qualitative analysis

Written communication

Verbal communication

Office software proficiency

Education

Bachelor's degree

Job description

The Investment Analyst delivers consistent performance as a productive member of an investment industry team. Incumbents lead parts of the investment surveillance and new investment evaluation process autonomously and contribute valued opinions on the "how and why" identified in their analysis of different aspects of a company’s performance. This includes identifying industry trends worthy of discussion with senior team members. Work may result in investment actions by portfolio management and/or credit leadership. As needed, the Investment Analyst will assist in developing investment, sales, and marketing strategies, as well as responsibilities related to investor relations and deal sourcing. Additionally, the analyst may travel to management and due diligence meetings, industry conferences, and research symposia.

The successful candidate will support the ICED-T Team’s senior analysts in managing fixed income portfolios. Responsibilities include writing annual reviews, financial modeling, reviewing company publications and third-party research, and meeting with management and sell-side professionals. The analyst may also independently manage an investment portfolio and make recommendations, with the scope depending on their experience and development.

Investment Administration

• Identify and analyze company-specific and industry-wide investment risks.
• Develop a framework for credit ratings and tolerances.
• Translate investment risks into credit ratings.
• Familiarize with deal-specific and industry-standard documentation.
• Participate in management presentations and discussions on company strategy and performance.
• Build relationships with sell-side and third-party research analysts.
• Prepare comprehensive written reviews of investments.
• Communicate investment risk changes to the team promptly.

New Investment Opportunities

• Research markets, companies, and industries for new investment opportunities.
• Participate in due diligence, including management meetings, site visits, and documentation.
• Assist in preparing investment memoranda.
• Coordinate with Credit, Trading, and Portfolio Management teams.

Corporate Outreach

• Represent the company at conferences, roadshows, and meetings.
• Contribute to recruitment and marketing efforts.

Qualifications

• Bachelor’s degree with 0-2 years of experience.
• Strong quantitative and qualitative analytical skills.
• Excellent written and verbal communication skills.
• Proficiency in office software.
• Up to five years of relevant experience.
• Planning to pursue or currently pursuing CFA or MBA.

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