Associate Director, Canadian Equities
Core
Lead coverage of assigned sectors and companies in the Canadian equity market, developing differentiated investment views and presenting actionable recommendations to Portfolio Managers.
Role type
Senior IC equity research analyst (Canadian Equities)
Builds
Proprietary research and stock recommendations for investment decisions
Domain
Financial services / Canadian Equities
Required skills
Fundamental company and sector research, financial modelling, valuation methodologies, scenario analysis, industry structure analysis, competitive positioning assessment, management quality evaluation, risk-reward framework development, investment brief preparation, presentation skills
Preferred skills
Sector expertise (Information Technology, Materials, Energy, Financials, Real Estate), Bloomberg/Inovestor/Morningstar proficiency, CFA designation
Technologies
Bloomberg, Inovestor, Morningstar, eVestment
Responsibilities
Lead coverage of assigned sectors and companies, conduct deep fundamental research including financial modelling and valuation, generate investment ideas with clear theses, present recommendations to Portfolio Managers, participate in management meetings and site visits, monitor existing and prospective investments, prepare investment briefs and presentation materials
Seniority
Senior, hands-on IC