Senior Investment Analyst

North Horizon Holdings Inc.; Toronto; On-site; CAD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive base pay

Bonus eligibility

Benefits

Professional development reimbursement

Job summary

North Horizon Holdings Inc. is seeking an exceptionally talented individual to join our Asset Allocation & Investment Research team in Toronto.

The role spans idea generation to investment implementation across multiple asset classes, with emphasis on private equity, venture capital, technology and real estate sectors. You will conduct in-depth fundamental research, build financial models, analyze competitors, and present insights to senior management while ensuring regulatory compliance and

Qualifications

• Undergraduate degree in finance, economics, mathematics or a related field. MBA, MFin and/or CFA designation highly preferred
• Minimum 5 years investment research experience, with a proven track record of generating value through investment recommendations at North American investment institutions
• Deep understanding of financial markets, investment principles, and valuation techniques
• A generalist across multiple sectors and/or asset classes is preferred, but specific industry experience in technology or real estate is an asset
• Excellent qualitative and quantitative skills, proficiency in financial modeling and data analysis
• Strong communication and presentation skills; capable to effectively communicate investment theses and insights with senior management
• Ability to thrive in an institutional environment and manage multiple priorities effectively
• Flexible to travel (mostly to the United States)

Responsibilities

• Participate in the investment research process, from idea generation to investment implementation across a variety of asset classes
• Review proposed private equity investments sourced across the firm
• Perform fundamental research on private equity companies (including venture capital), with a focus on high growth technology and disruptive companies
• Conduct in-depth fundamental research which includes competitor analysis, industry dynamics, and competitive positioning
• Other responsibilities include building financial models, gap and exit analysis, due diligence on management teams and other critical analysis
• Conduct research on external portfolio managers and investment products
• Present topical industry research in areas such as technology (AI, cybersecurity, etc.), real estate and heath care; articulate important investment decision rationales on the subject
• Stay abreast to both public and private markets, macroeconomics, regulatory updates, and industry developments that may impact investment decisions, and incorporate these insights into the research process
• Ensure compliance with regulatory requirements and internal investment policies and procedures

Skills

Financial markets knowledge

Investment principles & valuation

Financial modeling

Data analysis

Communication & presentation

Multi-asset class awareness

Team collaboration

Education

Undergraduate degree in finance, economics, mathematics

MBA

MFin

CFA designation

Job description

Company Description

North Horizon Holdings is a global investment Canadian family office. We are a value-oriented investor in public and private equities, fixed income, hedge funds and private real estate.

Company Description

North Horizon Holdings is a global investment Canadian family office. We are a value-oriented investor in public and private equities, fixed income, hedge funds and private real estate.

We are looking for an exceptionally talented individual to join our Asset Allocation & Investment Research team. This is an exciting opportunity to join a high-performing team, make a significant impact, and demonstrate your leadership and value in investment research across multiple different asset classes.

The Asset Allocation & Investment Research group’s mandate includes asset allocation, new investments initiatives, hedging strategies along with direct investing and/or providing advice in passive and active investment mandates in both public and private markets.

Position Overview

• Participate in the investment research process, from idea generation to investment implementation across a variety of asset classes
• Review proposed private equity investments sourced across the firm:
• Perform fundamental research on private equity companies (including venture capital), with a focus on high growth technology and disruptive companies
• Conduct in-depth fundamental research which includes competitor analysis, industry dynamics, and competitive positioning
• Other responsibilities include building financial models, gap and exit analysis, due diligence on management teams and other critical analysis
• Conduct research on external portfolio managers and investment products
• Present topical industry research in areas such as technology (AI, cybersecurity, etc.), real estate and heath care; articulate important investment decision rationales on the subject
• Stay abreast to both public and private markets, macroeconomics, regulatory updates, and industry developments that may impact investment decisions, and incorporate these insights into the research process
• Ensure compliance with regulatory requirements and internal investment policies and procedures

Qualifications

• Undergraduate degree in finance, economics, mathematics or a related field. MBA, MFin and/or CFA designation highly preferred
• Minimum 5 years investment research experience, with a proven track record of generating value through investment recommendations at North American investment institutions
• Deep understanding of financial markets, investment principles, and valuation techniques
• A generalist across multiple sectors and/or asset classes is preferred, but specific industry experience in technology or real estate is an asset
• Excellent qualitative and quantitative skills, proficiency in financial modeling and data analysis
• Strong communication and presentation skills; capable to effectively communicate investment theses and insights with senior management
• Ability to thrive in an institutional environment and manage multiple priorities effectively
• Flexible to travel (mostly to the United States)

Culture And Compensation

• Be part of an inclusive culture where your ideas, advice and recommendations are highly valued
• Provided with opportunities to learn continuously and develop professionallyProvided with a total rewards program that includes:
• Competitive base pay
• Eligibility for bonus as well as benefits
• Reimbursement of your professional development/training

Note: This posting is for an existing job vacancy. Some steps in the resume screening process may use AI-assisted tools to help identify qualified candidates. All applications will be reviewed fairly and in compliance with the Employment Standards Act (ESA).

At North Horizon, we are committed to building a great culture that cares, nurtures and values every individual who works here.