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About the Role
The Investment Analyst - Fixed Income and Alternative Assets provides assistance to the Fixed Income Team in the active management of fixed income portfolios across various institutional and retail mandates. This role will be focused primarily on Canadian investment grade, government credit, and interest rates.
Responsibilities
- Collect and analyze industry, company and economic information from a variety of sources including websites, institutional research, corporate reports, investor presentations, industry publications, and credit agency publications
- Analyze financial information relating to companies via annual reports, quarterly reports and investor presentations
- Assist in the asset selection process through analysis of individual investment opportunities and how they will contribute to the portfolio performance
- Assist in the preparation of investment recommendations and memos for internal distribution
- Coordinate financial settlements with the Investment Administration team
- Assist in the management of fixed income assets including public bonds, preferred shares and money market instruments
- Monitor individual holdings’ compliance with loan covenants and internal credit ratings through periodic reviews of Issuer financial performance and covenant compliance
- Assist in the construction and maintenance of screens using software such as Bloomberg to filter database of companies to identify potential investment ideas
- Organize all available information and data effectively to build and maintain spreadsheet models for valuation and monitoring purposes
- Maintain statistics on the portfolio regarding exposures, company information and valuation parameters
- Assist in the preparation of reports on portfolio investment performance
- Actively participate in and contribute to Investment team strategic meetings
- Perform other ad hoc duties as may arise
Requirements
- 1-3 years of experience in the analysis of fixed income instruments such as public bonds, private debt placements, and commercial mortgages as well as alternative funds, gained in commercial, corporate, or investment banking, a life insurance company, debt capital markets dealers, or an investment manager
- Strong knowledge of credit principles and capital markets coupled with strong intellectual curiosity
- Ability to present complex concepts in a clear and precise manner
- Completion of a university degree with courses in finance, economics, mathematics, statistics, quantitative methods
- CFA or working toward designation
- Well-developed mathematical skills
- High proficiency in Excel including VBA, Word and PowerPoint
- Programming experience in Python is desirable
- Experience with Bloomberg is desirable
- Strong research and financial modelling skills
- Clear written and verbal communication skills
- Attention to detail/accuracy
- Ability to operate effectively under sometimes tight timelines and competing priorities
- English language proficiency is required for communicating with customers, advisors, or employees across Canada
Skills
- Excel
- VBA
- Word
- PowerPoint
- Python
- Bloomberg
- Financial modeling
- Research
Location
- Hybrid, Toronto Office
Work Type
- Hybrid
- Full-time
Experience Level
- 1-3 years
Education Level
- University degree
- CFA or working toward designation
Benefits
- Competitive salaries with annual pay increases
- Annual bonus program
- Competitive uncapped commission
- Comprehensive employer-funded benefits package starting from day one of employment
- Life insurance
- Disability
- Health and dental
- Generous health account
- Flexible work arrangements
- Annual allotment of personal health days
- Four weeks annual vacation from hire date
- Defined contribution pension plan with generous employer matching
- Top up programs for parental leave and compassionate leave
- Employer-sponsored wellness and recognition programs
- Cash employee referral program
About the Company
- Empire Life is proud to be an equal opportunity employer. We celebrate diversity, are committed to creating an inclusive environment, and welcome everyone to participate in our application process. We encourage those of all backgrounds and experiences to apply, even if you don't believe you meet each unique qualification outlined. Applicants will receive equal consideration without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, or age. Empire Life welcomes applications from people with disabilities and disabled people. Accommodations are available upon request for candidates taking part in all aspects of the screening and selection process. If you need this job posting in an alternative format or have any accessibility questions, please contact recruitment@empire.ca.
Equal Opportunity
- Applicants will receive equal consideration without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, or age.
- Accommodations are available upon request for candidates taking part in all aspects of the screening and selection process.