Portfolio Analyst

Toronto Permanent
  • Opportunity for growth
  • Competitive compensation and benefits package

About Our Client

Our client provides specialty Canadian equity management to pension fund sponsors, corporations and mutual funds. They employ an active approach that blends an initial top-down perspective with bottom-up fundamental research focusing on stock selection and trading.

Job Description

  • Perform bottom-up, fundamental research within their sectors

  • Maintain financial models and upside/downside scenarios for their coverage names

  • Responsible for supporting PM's portfolio construction, and position sizing

  • Operational involvement as required to support investment duties

  • Present research findings to other Portfolio Managers

  • Make portfolio recommendations for all mandates

MPI does not discriminate on the basis of race, religion, sex, sexual orientation, gender identity or expression, age, disability, marital status, or based on an individual's status in any group or class otherwise protected under applicable human rights legislation. MPI encourages applications from minorities, women, the disabled and all other qualified applicants

The Successful Applicant

  • At least 2-5 years of work experience in an investment research or portfolio analyst role

  • Demonstrated experience inn financial modelling/forecasting, conducting fundamental research

  • Proven capabilities and/or investment track record

  • Strong analytical skills

  • Demonstrated ability to work well in a smaller team environment

  • Entrepreneurial mindset with a strong interest in making a long-term career commitment to the firm

  • Strong interpersonal skills and a good team player with leadership potential

  • Curious and independent thinker that is comfortable with an unstructured, unsupervised work environment

  • Strong work ethic and demonstrated attention to detail

  • Undergraduate degree; a university degree in engineering, science or a field other than business or finance is an asset

  • Master's degree, or CFA designation is an asset

What's on Offer

  • Competitive base salary
  • Comprehensive benefits package
  • Opportunity for growth
Nadine Yacoub
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Job summary

Job Type:
Consultant name
Nadine Yacoub
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