Senior Analyst, Research Global Dividend
Core
Conduct fundamental equity research to generate investment ideas and support the management of high-quality, concentrated portfolios across Canadian, U.S., and global mandates.
Role type
Senior equity research analyst (dividend focus)
Builds
Investment theses, financial models, and written reports for portfolio managers
Domain
Asset management / Equity research / Dividend investing
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Financial modeling, valuation methodologies, equity research, data synthesis, quantitative analysis, written communication
Preferred skills
CFA designation, experience with franchisee disclosure documents, property listing analysis
Technologies
Bloomberg, Alphasense
Responsibilities
Identify relevant value chains within assigned sectors, evaluate historical and expected profit pool accumulation, support portfolio managers in due diligence and monitoring, conduct independent business analysis and express qualitative understanding into quantitative drivers, collaborate on broader portfolio analysis and ad hoc research requests
Seniority
Senior, hands-on IC
