Investment Analyst – Credit & Research

CI Financial; Toronto; On-site; CAD 85,000 - 135,000; Full time

Benefits offered by this job

Training Reimbursement

Paid Professional Designations

Employee Savings Plan (ESP)

Corporate Discount Program

Enhanced group benefits

Parental Leave Top-up program

Paid time off for Volunteering

Job summary

A leading financial services company in Toronto is looking for a candidate to conduct in-depth research and analysis of investments focusing on North American companies. The ideal applicant will have a minimum of 1-3 years of financial analysis experience and a strong grasp of accounting principles. Responsibilities include research management, presenting to internal clients, and working in a collaborative environment. Competitive compensation and benefits offered.

Qualifications

• Minimum 1-3 years experience in the financial services industry, preferably with a focus on financial analysis.
• Willingness to travel 3 times a year to NYC and or other areas of the US.

Responsibilities

• Generate and manage research that supports the Team's research within your respective sector.
• Research, analyze, and recommend investments.
• Present to internal clients about security selection, investment ideas, and portfolio activity.

Skills

Ability to work within a small team of investment professionals

Excellent understanding of accounting and financial statement analysis

High level of organizational skills

Very good verbal and written communications skills

Attention to detail and high degree of accuracy

Education

Bachelors degree, or higher

CFA designation, or commitment to obtain the CFA designation

Tools

Microsoft Office software

SQL

Python

Bloomberg VBA

Job description

A leading financial services company in Toronto is looking for a candidate to conduct in-depth research and analysis of investments focusing on North American companies. The ideal applicant will have a minimum of 1-3 years of financial analysis experience and a strong grasp of accounting principles. Responsibilities include research management, presenting to internal clients, and working in a collaborative environment. Competitive compensation and benefits offered.