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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong analytical skills and technical knowledge to evaluate investment opportunities, while effectively communicating insights and recommendations to stakeholders. Possesses a solid foundation in financial modeling and investment principles, with a focus on industries such as information technology, financial services, healthcare, and energy.
Highest-signal resume keywords
Bachelor's DegreeMBA or M. Sc. in FinancesCFA CharterholderInvestment AnalysisFinancial Modeling
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Investment RecommendationsFinancial AnalysisDue DiligenceResearch SkillsAnalytical SkillsPortfolio ManagementInvestment ThesesData CollectionPresentation SkillsProxy Voting
Soft Skills
Strong Work EthicCuriositySelf-MotivatedTeam CollaborationCommunication Skills
Certifications & Qualifications
CFA Charterholder
Industry Keywords
Information TechnologyFinancial ServicesHealthcareEnergyPublicly Traded Companies
About the role
Key responsibilities & impact- Develop in-depth knowledge of one or more industries and publicly traded companies
- Provide investment recommendations for securities within industry coverage
- Maintain up-to-date investment theses and financial models on portfolio companies
- Recommend changes to portfolio composition when appropriate
- Meet regularly with management of publicly traded companies
- Visit company operations and perform required due diligence
- Develop a pipeline of potential investment opportunities
- Assist Client Servicing / Business Development with client queries, data collection, presentations, promotional material, and communications
- Review proxies and determine voting in accordance with firm proxy voting policies
- Actively participate in investment team meetings
- Contribute to teamwide investment decisions
Requirements
What you’ll need- Bachelor’s degree
- MBA or M. Sc. in finances or other pertinent area
- Excellent academic results
- Between 2 and 5 years of professional experience
- CFA charterholder (an asset)
- Professional experience or interest in the information technology, financial services, healthcare, or energy industries (an asset)
- Experience in other industries is also considered
- Passion for investing and interest in financial markets
- Strong curiosity and desire to learn
- Entrepreneurial, self-motivated and independent mindset; able to work with minimal supervision
- Excellent research skills and resourcefulness in acquiring information
- Ability to critically and independently analyze large amounts of information
- Strong work ethic, discipline, and consistency in applying investment principles
- Technical knowledge required to analyze companies and investment opportunities
- Meticulous attention to detail and excellent analytical skills
- Ability to excel as part of a team
- Excellent oral and written communication and presentation skills
- English required
- French/English and/or other languages an asset
- Ability to communicate with business leaders from various countries
Benefits
Comp & perks- Competitive base salary, plus annual bonus
- Employer contribution to a deferred profit-sharing plan (DPSP)
- Hybrid model (office work 3 days / week)
- Medical, dental and life insurance
- Short- and long-term disability insurance plans as of day one
- Professional development opportunities, such as support for CFA designation